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LFT

Lument Finance Trust

41 hedge funds and large institutions have $25.9M invested in Lument Finance Trust in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $23.7M → $25.9M (+$2.19M)

8% more funds holding

Funds holding: 3841 (+3)

0.44% more ownership

Funds ownership: 19.47%19.91% (+0.44%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$8.32M
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.88M +$301K +127,887 +9%
PCA
3
PL Capital Advisors
Florida
$3.57M
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.39M -$440K -186,813 -12%
DAM
5
Deltec Asset Management
New York
$1.26M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.06M +$11.7K +4,975 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$929K +$9.88K +4,200 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$543K +$83.4K +35,454 +19%
MW
9
Melia Wealth
Oklahoma
$489K +$463K +196,573 New
BlackRock
10
BlackRock
New York
$461K +$3.87K +1,643 +0.9%
State Street
11
State Street
Massachusetts
$264K -$10.6K -4,500 -4%
CCM
12
Corsair Capital Management
New York
$225K -$38.7K -16,424 -15%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$187K +$92.7K +39,396 +111%
Northern Trust
14
Northern Trust
Illinois
$183K -$1.17K -498 -0.7%
CHAM
15
Clear Harbor Asset Management
Connecticut
$145K -$4.21K -1,790 -3%
Jane Street
16
Jane Street
New York
$142K +$47.8K +20,316 +55%
Citadel Advisors
17
Citadel Advisors
Florida
$141K +$41.6K +17,685 +46%
Millennium Management
18
Millennium Management
New York
$129K +$56.1K +23,830 +86%
FIA
19
Foundations Investment Advisors
Arizona
$113K -$96.6K -41,068 -47%
Charles Schwab
20
Charles Schwab
California
$59.8K
Cerity Partners
21
Cerity Partners
New York
$58.2K
Prudential Financial
22
Prudential Financial
New Jersey
$51.3K +$3.29K +1,400 +7%
LSV Asset Management
23
LSV Asset Management
Illinois
$41K +$38.4K +16,300 New
XT
24
XTX Topco
Cayman Islands
$31.1K +$29.4K +12,473 New
AT
25
Arlington Trust
Alabama
$27.4K

LFT Hedge Fund Activity: Q1 2024 in Review

41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q1 2024, worth a combined $25.9M — up 9.2% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LFT positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Melia Wealth, opening a new position worth an estimated $463K. The largest seller was Punch & Associates Investment Management, cutting an estimated $440K.

  • 41 institutional investors held Lument Finance Trust (LFT) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $25.9M of Lument Finance Trust stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 7 funds opened new Lument Finance Trust positions in Q1 2024 and 4 closed out, a net change of +3 holders.
  • The largest Lument Finance Trust buyer in Q1 2024 was Melia Wealth, an estimated $463K added.
  • The largest Lument Finance Trust seller in Q1 2024 was Punch & Associates Investment Management, an estimated $440K sold.

Based on aggregated 13F filings for Q1 2024.