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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
IAIM
276
International Assets Investment Management
Florida
$17K +$15.1K +334 New
CA
277
Clearstead Advisors
Ohio
$17K +$5.93K +131 +65%
PPC
278
Park Place Capital
Alabama
$17K -$9.74K -215 -39%
BBHC
279
Brown Brothers Harriman & Co
New York
$16.8K -$4.03K -89 -21%
NS
280
NBC Securities
Alabama
$16K +$1.59K +35 +13%
CAL
281
Capital Advisors Ltd
Ohio
$16K +$7.38K +163 +108%
PAS
282
Point72 Asia (Singapore)
Singapore
$15K +$13.4K +296 New
RA
283
Rise Advisors
New York
$14.7K
PP
284
Pacifica Partners
Canada
$13.5K
AF
285
Allworth Financial
California
$13K +$1.54K +34 +17%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$13K -$4.21K -93 -27%
QL
287
Quarry LP
New York
$12K +$1.5K +33 +16%
WT
288
Whittier Trust
California
$10.9K
KA
289
Kozak & Associates
Colorado
$10.8K
CLOS
290
Compagnie Lombard Odier SCmA
Switzerland
$10.8K
GJWM
291
Gilliland Jeter Wealth Management
Arkansas
$9.83K
LI
292
LRI Investments
Florida
$9.83K
LC
293
Lindbrook Capital
California
$9.47K +$5.75K +127 +215%
BCV
294
Banque Cantonale Vaudoise
Switzerland
$9K
HI
295
Harbour Investments
Wisconsin
$8.3K
CA
296
CoreCap Advisors
Michigan
$8.25K +$1.99K +44 +37%
VCM
297
Versant Capital Management
Arizona
$8.15K +$6.52K +144 +900%
C
298
Covestor
United Kingdom
$8K
CTC
299
Central Trust Company
Missouri
$7.13K -$45.3K -1,000 -88%
CPBTD
300
Central Pacific Bank - Trust Division
Hawaii
$6.11K

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.