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LFT

Lument Finance Trust
LFT

45 hedge funds and large institutions have $23M invested in Lument Finance Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

10% more funds holding

Funds holding: 41 → 45 (+4)

1.6% less ownership

Funds ownership: 19.91% → 18.31% (-1.6%)

11% less capital invested

Capital invested by funds: $25.9M → $23M (-$2.92M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MW
Melia Wealth
Oklahoma
+$818K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$211K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$149K
4
Millennium Management
Millennium Management
New York
+$103K
5
VA
Vident Advisory
Georgia
+$59K

Top Sellers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
-$2.61M
2
Osaic Holdings
Osaic Holdings
Arizona
-$846K
3
Jane Street
Jane Street
New York
-$91.4K
4
XT
XTX Topco
Cayman Islands
-$31.1K
5
Renaissance Technologies
Renaissance Technologies
New York
-$22.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
1
Axa
France
$8.02M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.89M +$149K +61,234 +4%
PAIM
3
Punch & Associates Investment Management
Minnesota
$3.47M +$211K +86,500 +6%
MW
4
Melia Wealth
Oklahoma
$1.28M +$818K +335,586 +171%
DAM
5
Deltec Asset Management
New York
$1.22M – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.03M +$8.47K +3,476 +0.8%
PCA
7
PL Capital Advisors
Florida
$871K -$2.61M -1,070,214 -75%
Renaissance Technologies
8
Renaissance Technologies
New York
$501K -$22.1K -9,076 -4%
BlackRock
9
BlackRock
New York
$445K +$899 +369 +0.2%
State Street
10
State Street
Massachusetts
$266K +$9.99K +4,100 +4%
Millennium Management
11
Millennium Management
New York
$225K +$103K +42,074 +81%
CCM
12
Corsair Capital Management
New York
$215K -$1.53K -630 -0.7%
Northern Trust
13
Northern Trust
Illinois
$191K +$14.8K +6,069 +8%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$180K – – –
Citadel Advisors
15
Citadel Advisors
Florida
$162K +$26.7K +10,961 +19%
CHAM
16
Clear Harbor Asset Management
Connecticut
$139K -$366 -150 -0.3%
FIA
17
Foundations Investment Advisors
Arizona
$109K +$202 +83 +0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$62.4K -$846K -347,057 -93%
VA
19
Vident Advisory
Georgia
$58.2K +$59K +24,231 New
Charles Schwab
20
Charles Schwab
California
$57.7K – – –
Cerity Partners
21
Cerity Partners
New York
$56.3K – – –
ECM
22
ExodusPoint Capital Management
New York
$56K +$57K +23,380 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$55K +$57.2K +23,462 New
SEI Investments
24
SEI Investments
Pennsylvania
$54.4K +$55.2K +22,661 New
Prudential Financial
25
Prudential Financial
New Jersey
$49.4K – – –
1
2

LFT Hedge Fund Activity: Q2 2024 in Review

45 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q2 2024, worth a combined $23M — down 11% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LFT positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Melia Wealth, adding an estimated $818K. The largest seller was PL Capital Advisors, cutting an estimated $2.61M.

  • 45 institutional investors held Lument Finance Trust (LFT) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $23M of Lument Finance Trust stock for Q2 2024, down 11% quarter-over-quarter.
  • 8 funds opened new Lument Finance Trust positions in Q2 2024 and 4 closed out, a net change of +4 holders.
  • The largest Lument Finance Trust buyer in Q2 2024 was Melia Wealth, an estimated $818K added.
  • The largest Lument Finance Trust seller in Q2 2024 was PL Capital Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2024.