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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
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$6.01K -$589 -13 -10%
NICM
302
Neo Ivy Capital Management
New York
$6K +$5.44K +120 New
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$5.8K
CPG
304
Cornerstone Planning Group
New Jersey
$5.6K -$1.09K -24 -15%
N
305
Natixis
France
$5.25K -$951 -21 -17%
TF
306
Tompkins Financial
New York
$5.09K -$9.06K -200 -67%
AAP
307
Arax Advisory Partners
Colorado
$5.09K
HWM
308
HighMark Wealth Management
Minnesota
$5.09K
LSA
309
Leonteq Securities AG
Switzerland
$5.09K
CTA
310
Colonial Trust Advisors
South Carolina
$4.58K
Jones Financial Companies
311
Jones Financial Companies
Missouri
$4.58K +$4.08K +90 New
PFC
312
Phocas Financial Corp
California
$4.52K -$76.1K -1,679 -2%
RWM
313
Ruedi Wealth Management
Illinois
$4.17K +$3.71K +82 New
LFG
314
Larson Financial Group
Missouri
$4.02K +$2.22K +49 +163%
BTI
315
Blue Trust Inc
Georgia
$3.98K +$3.81K +84 New
PWMG
316
Prestige Wealth Management Group
New Jersey
$3.92K
AF
317
Advisornet Financial
Minnesota
$3.56K +$1.13K +25 +56%
PTC
318
Private Trust Company
Ohio
$3.36K -$725 -16 -20%
FP
319
Financial Perspectives
Minnesota
$3.36K
W
320
WealthCollab
Washington
$3.21K
FHA
321
First Horizon Advisors
Tennessee
$3.06K +$2.72K +60 New
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$2.98K -$7.25K -160 -75%
SWM
323
Spire Wealth Management
Virginia
$2.85K +$136 +3 +6%
M
324
MOTCO
Texas
$2.55K +$2.27K +50 New
LFA
325
LGT Financial Advisors
Texas
$2.39K

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.