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Lumentum
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Overview Fund Activity

355 hedge funds and large institutions have $3.82B invested in Lumentum in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 80 increasing their positions, 142 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-11
Holders Change %
-3.01%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
80
Reduced
142
Closed
63
Calls
$86.6M
Puts
$142M
Net Calls
-$55.6M
Net Calls Change
-$12.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$113M
2
Invesco
Invesco
Georgia
$229M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$145M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$515M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$29.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$79.2M
3
Swedbank
Swedbank
Sweden
$78.6M
4
Fidelity International
Fidelity International
Bermuda
$47M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
326
Old Second National Bank of Aurora
Illinois
$786 – – –
RFG
327
RFP Financial Group
Georgia
$734 – – –
OP
328
ORG Partners
Indiana
$680 – – –
HCM
329
Hollencrest Capital Management
California
$629 – – –
CSC
330
Caldwell Sutter Capital
California
$577 +$420 +8 +267%
PWMG
331
Private Wealth Management Group
New Jersey
$577 +$577 +11 New
BIA
332
Bell Investment Advisors
California
$525 -$1.21K -23 -70%
IRC
333
Investors Research Corp
Georgia
$419 – – –
JWA
334
JFS Wealth Advisors
Pennsylvania
$367 -$2.2K -42 -86%
GWS
335
Glassman Wealth Services
Virginia
$315 -$10.2K -194 -97%
DPW
336
DiNuzzo Private Wealth
Pennsylvania
$315 +$315 +6 New
CFD
337
Creative Financial Designs
Indiana
$262 – – –
HIA
338
Harbor Investment Advisory
Maryland
$262 – – –
MSWM
339
McGlone Suttner Wealth Management
Wisconsin
$262 +$262 +5 New
BWL
340
Bogart Wealth LLC
Virginia
$210 – – –
SIC
341
SJS Investment Consulting
Ohio
$158 -$421 -8 -73%
NFA
342
Northwest Financial Advisors
Virginia
$156 +$156 +3 New
CCM
343
Chilton Capital Management
Texas
$105 – – –
LWANC
344
Laurel Wealth Advisors (North Carolina)
North Carolina
$105 – – –
GFPC
345
Global Financial Private Client
Florida
$105 +$105 +2 New
FBC
346
Fairfield, Bush & Co
Connecticut
$105 +$105 +2 New
AWM
347
Avior Wealth Management
Nebraska
$104 – – –
GJIA
348
Glass Jacobson Investment Advisors
Maryland
$53 – – –
GGI
349
Godsey & Gibb Inc
Virginia
$53 – – –
ODG
350
O'Dell Group
Ohio
$53 +$53 +1 New
12 13
14
15 16