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Lumentum

377 hedge funds and large institutions have $3.87B invested in Lumentum in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

28% more call options, than puts

Call options by funds: $161M | Put options by funds: $126M

10% more capital invested

Capital invested by funds: $3.51B → $3.87B (+$358M)

3% more funds holding

Funds holding: 365377 (+12)

2.38% more ownership

Funds ownership: 110.05%112.42% (+2.4%)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

Holders
377
Holders Change
+12
Holders Change %
+3.29%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
55
Increased
116
Reduced
124
Closed
39
Calls
$161M
Puts
$126M
Net Calls
+$35M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$58.3K +$25.1K +554 +94%
TRCT
252
Tower Research Capital (TRC)
New York
$56K -$140K -3,100 -74%
AWM
253
Avior Wealth Management
Nebraska
$51.9K +$28.1K +620 +155%
MCM
254
Manchester Capital Management
Vermont
$48.2K +$38K +839 +777%
PA
255
Parallel Advisors
California
$47.6K -$1.72K -38 -4%
GRP
256
Global Retirement Partners
California
$45.5K +$27.4K +605 +209%
RAM
257
Ramirez Asset Management
New York
$40.7K
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$38.4K -$31K -685 -48%
QCG
259
Quadrant Capital Group
Ohio
$36.8K +$498 +11 +2%
PD
260
Point72 (DIFC)
United Arab Emirates
$35.5K +$31.6K +698 New
BCWM
261
Bartlett & Co Wealth Management
Ohio
$34.4K -$9.06K -200 -23%
QC
262
Quent Capital
New York
$34.2K -$2.67K -59 -8%
BL
263
Bleichroeder LP
New York
$33.6K
CFGS
264
Concourse Financial Group Securities
Alabama
$31K -$1.13K -25 -4%
Fidelity International
265
Fidelity International
Bermuda
$30.7K -$28.1K -620 -51%
WIM
266
Westside Investment Management
California
$28.6K
WWM
267
Wolff Wiese Magana
California
$26.3K -$10.1K -223 -30%
SPIA
268
Steward Partners Investment Advisory
New York
$25.2K -$2.45K -54 -10%
Allspring Global Investments
269
Allspring Global Investments
North Carolina
$24.7K +$680 +15 +3%
IA
270
IFP Advisors
Florida
$22.6K -$13K -287 -39%
IC
271
Innealta Capital
Texas
$21.9K +$19.5K +430 New
Nomura Asset Management
272
Nomura Asset Management
Japan
$20.4K
SSB
273
Sandy Spring Bank
Maryland
$19.1K +$9.47K +209 +125%
FMP
274
Financial Management Professionals
Texas
$19K
GI
275
GAMMA Investing
California
$18.8K +$6.3K +139 +60%

LITE Hedge Fund Activity: Q2 2024 in Review

377 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2024, worth a combined $3.87B — up 10% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new LITE positions and 39 closed out — a net gain of 16 holders — while 116 added to existing stakes and 124 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $73.7M. The largest seller was Fidelity Investments, cutting an estimated $29.7M.

  • 377 institutional investors held Lumentum (LITE) as of Q2 2024, up from 365 in Q1 2024.
  • Funds reported $3.87B of Lumentum stock for Q2 2024, up 10% quarter-over-quarter.
  • 55 funds opened new Lumentum positions in Q2 2024 and 39 closed out, a net change of +16 holders.
  • The largest Lumentum buyer in Q2 2024 was Alyeska Investment Group, an estimated $73.7M added.
  • The largest Lumentum seller in Q2 2024 was Fidelity Investments, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2024.