Lumentum
LITE
429 hedge funds and large institutions have $3.24B invested in Lumentum in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 112 increasing their positions, 169 reducing their positions, and 76 closing their positions.
5% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 76
3% less funds holding
Funds holding: 443 → 429 (-14)
6.51% less ownership
Funds ownership: 98.9% → 92.4% (-6.5%)
21% less call options, than puts
Call options by funds: $47.4M | Put options by funds: $59.7M
30% less capital invested
Capital invested by funds: $4.62B → $3.24B (-$1.38B)
34% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 169
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$61.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$46M |
| 3 |
BlackRock
New York
|
+$36.4M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$31M |
| 5 |
Millennium Management
New York
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$176M |
| 2 |
Holocene Advisors
New York
|
-$51.1M |
| 3 |
Axa
Paris,
France
|
-$43.5M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$42.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$39.7M |
LITE Hedge Fund Activity: Q4 2022 in Review
429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2022, worth a combined $3.24B — down 30% from $4.62B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of LITE and 72 opened new positions — a net loss of 4 holders — while 169 trimmed existing stakes and 112 added.
The largest buyer was Swedbank, adding an estimated $61.4M. The largest seller was Wellington Management Group, cutting an estimated $176M.
- 429 institutional investors held Lumentum (LITE) as of Q4 2022, down from 443 in Q3 2022.
- Funds reported $3.24B of Lumentum stock for Q4 2022, down 30% quarter-over-quarter.
- 72 funds opened new Lumentum positions in Q4 2022 and 76 closed out, a net change of -4 holders.
- The largest Lumentum buyer in Q4 2022 was Swedbank, an estimated $61.4M added.
- The largest Lumentum seller in Q4 2022 was Wellington Management Group, an estimated $176M sold.
Based on aggregated 13F filings for Q4 2022.