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Lumentum
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449 hedge funds and large institutions have $6.23B invested in Lumentum in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 42

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

34% more capital invested

Capital invested by funds: $4.65B → $6.23B (+$1.59B)

17% more funds holding

Funds holding: 385 → 449 (+64)

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

0.24% more ownership

Funds ownership: 107.77% → 108.01% (+0.24%)

29% less call options, than puts

Call options by funds: $120M | Put options by funds: $170M

Holders
449
Holders Change
+64
Holders Change %
+16.62%
% of All Funds
5.91%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
110
Increased
140
Reduced
123
Closed
42
Calls
$120M
Puts
$170M
Net Calls
-$49.9M
Net Calls Change
-$8.56M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$87.9M
3
N
Nuveen
North Carolina
+$47.6M
4
BlackRock
BlackRock
New York
+$43.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$244M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$80.7M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$41.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$780K +$86.4K +1,108 +14%
FF
227
Friedenthal Financial
New Jersey
$773K +$718K +9,213 New
Royal Bank of Canada
228
Royal Bank of Canada
Ontario, Canada
$757K +$114K +1,465 +19%
SS
229
SBI Securities
Japan
$739K +$686K +8,804 New
PAS
230
Point72 Asia (Singapore)
Singapore
$728K +$676K +8,669 New
PCM
231
Prelude Capital Management
New York
$722K -$716K -9,190 -52%
CMF
232
Counterpoint Mutual Funds
California
$721K +$670K +8,592 New
TRCT
233
Tower Research Capital (TRC)
New York
$720K +$248K +3,186 +59%
SACTSONJ
234
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$714K – – –
KFS
235
Keynote Financial Services
Connecticut
$692K -$3.12K -40 -0.5%
X
236
Xponance
Pennsylvania
$677K +$60.7K +779 +11%
WCM
237
Washington Capital Management
Washington
$672K -$140K -1,800 -18%
SOADOR
238
State of Alaska Department of Revenue
Alaska
$657K -$1.17K -15 -0.2%
Creative Planning
239
Creative Planning
Kansas
$652K +$66.5K +853 +12%
Robeco Institutional Asset Management
240
Robeco Institutional Asset Management
Netherlands
$646K +$600K +7,697 New
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$645K -$14.1K -181 -2%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$644K +$20.4K +262 +4%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$640K – – –
CPBTD
244
Central Pacific Bank - Trust Division
Hawaii
$638K – – –
EF
245
Empowered Funds
Pennsylvania
$626K +$581K +7,459 New
DTL
246
Dynamic Technology Lab
Singapore
$615K +$571K +7,331 New
FRM
247
Fox Run Management
Connecticut
$611K -$149K -1,909 -21%
AC
248
AXQ Capital
New Jersey
$608K -$808K -10,367 -59%
Osaic Holdings
249
Osaic Holdings
Arizona
$582K +$3.43K +44 +0.6%
CIP
250
Cornerstone Investment Partners
Georgia
$577K +$48.9K +627 +10%
8 9
10
11 12

LITE Hedge Fund Activity: Q4 2024 in Review

449 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2024, worth a combined $6.23B — up 34% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new LITE positions and 42 closed out — a net gain of 68 holders — while 140 added to existing stakes and 123 trimmed.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Fidelity Investments, cutting an estimated $244M.

  • 449 institutional investors held Lumentum (LITE) as of Q4 2024, up from 385 in Q3 2024.
  • Funds reported $6.23B of Lumentum stock for Q4 2024, up 34% quarter-over-quarter.
  • 110 funds opened new Lumentum positions in Q4 2024 and 42 closed out, a net change of +68 holders.
  • The largest Lumentum buyer in Q4 2024 was Capital World Investors, an estimated $146M added.
  • The largest Lumentum seller in Q4 2024 was Fidelity Investments, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.