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Lumentum
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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: 4 → 7 (+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: 365 → 377 (+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

Top Buyers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$73.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24M
3
SSA
Schonfeld Strategic Advisors
New York
+$21.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.6M
5
WP
Woodline Partners
California
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.7M
2
Franklin Resources
Franklin Resources
California
-$24.3M
3
FFM
FengHe Fund Management
Singapore
-$20.7M
4
PHK
Point72 Hong Kong
Hong Kong
-$19.1M
5
Ameriprise
Ameriprise
Minnesota
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
326
Grove Bank & Trust
Florida
$2.29K – – –
JSAM
327
J. Safra Asset Management
New York
$2.19K +$1.95K +43 New
HNB
328
Huntington National Bank
Ohio
$2.19K -$6.57K -145 -77%
MFG
329
Mendota Financial Group
Wisconsin
$2.04K – – –
UB
330
UMB Bank
Missouri
$2.04K +$861 +19 +90%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$2K -$3.13K -69 -69%
FCG
332
Financial Connections Group
California
$2K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$1.99K – – –
S
334
Sachetta
Massachusetts
$1.57K -$997 -22 -41%
FFA
335
Farther Finance Advisors
California
$1.54K – – –
CWP
336
Concord Wealth Partners
Virginia
$1.53K – – –
MFT
337
Moisand Fitzgerald Tamayo
Florida
$1.53K – – –
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
QPBE
339
Quintet Private Bank (Europe)
Luxembourg
$1.27K +$45 +1 +5%
HCP
340
Hexagon Capital Partners
Arkansas
$1.27K – – –
NECFA
341
New England Capital Financial Advisors
Connecticut
$1.27K – – –
DJSG
342
D.J. St. Germain
Massachusetts
$1.12K – – –
VWM
343
Venturi Wealth Management
Texas
$1.07K +$951 +21 New
SRCM
344
Signature Resources Capital Management
California
$1.02K – – –
VNA
345
Valley National Advisers
Pennsylvania
$1K +$1.13K +25 New
LIA
346
Lynx Investment Advisory
District of Columbia
$917 +$815 +18 New
SAM
347
Smartleaf Asset Management
Massachusetts
$882 +$815 +18 New
PGAM
348
Princeton Global Asset Management
New Jersey
$815 – – –
VWWMG
349
Vermillion & White Wealth Management Group
Pennsylvania
$815 – – –
SIC
350
Salem Investment Counselors
North Carolina
$764 – – –
12 13
14
15 16

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.