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Lumentum

365 hedge funds and large institutions have $3.51B invested in Lumentum in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 52

22% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 98

2% more funds holding

Funds holding: 357365 (+8)

1.39% more ownership

Funds ownership: 108.66%110.05% (+1.4%)

3% less call options, than puts

Call options by funds: $124M | Put options by funds: $128M

8% less capital invested

Capital invested by funds: $3.82B → $3.51B (-$308M)

Holders
365
Holders Change
+8
Holders Change %
+2.24%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
64
Increased
120
Reduced
98
Closed
52
Calls
$124M
Puts
$128M
Net Calls
-$3.66M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$1.85K +$1.63K +32 +457%
FFA
327
Farther Finance Advisors
California
$1.45K
LFG
328
Larson Financial Group
Missouri
$1.42K -$2.69K -53 -64%
CWP
329
Concord Wealth Partners
Virginia
$1.42K
MFT
330
Moisand Fitzgerald Tamayo
Florida
$1.42K
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$1.33K
HCP
332
Hexagon Capital Partners
Arkansas
$1.18K
NECFA
333
New England Capital Financial Advisors
Connecticut
$1.18K
A
334
AlphaQuest
New York
$1.18K +$1.27K +25 New
QPBE
335
Quintet Private Bank (Europe)
Luxembourg
$1.18K +$1.07K +21 New
SRCM
336
Signature Resources Capital Management
California
$1.05K
DJSG
337
D.J. St. Germain
Massachusetts
$1.04K
KFP
338
Keener Financial Planning
Texas
$1K
UB
339
UMB Bank
Missouri
$994 +$1.07K +21 New
TC
340
Truvestments Capital
Florida
$900
VCM
341
Versant Capital Management
Arizona
$758 -$254 -5 -24%
PGAM
342
Princeton Global Asset Management
New Jersey
$758
VWWMG
343
Vermillion & White Wealth Management Group
Pennsylvania
$758
SIC
344
Salem Investment Counselors
North Carolina
$711
SIC
345
SJS Investment Consulting
Ohio
$711 +$610 +12 +400%
HCM
346
Hollencrest Capital Management
California
$568
PWMG
347
Private Wealth Management Group
New Jersey
$521
DPW
348
DiNuzzo Private Wealth
Pennsylvania
$521 +$254 +5 +83%
IRC
349
Investors Research Corp
Georgia
$379
CJ
350
Caitlin John
Michigan
$331 +$356 +7 New

LITE Hedge Fund Activity: Q1 2024 in Review

365 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2024, worth a combined $3.51B — down 8.1% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LITE positions and 52 closed out — a net gain of 12 holders — while 120 added to existing stakes and 98 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $108M. The largest seller was Alyeska Investment Group, cutting an estimated $109M.

  • 365 institutional investors held Lumentum (LITE) as of Q1 2024, up from 357 in Q4 2023.
  • Funds reported $3.51B of Lumentum stock for Q1 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new Lumentum positions in Q1 2024 and 52 closed out, a net change of +12 holders.
  • The largest Lumentum buyer in Q1 2024 was Point72 Asset Management, an estimated $108M added.
  • The largest Lumentum seller in Q1 2024 was Alyeska Investment Group, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2024.