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Lumentum
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392 hedge funds and large institutions have $5.28B invested in Lumentum in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 121 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

26% more call options, than puts

Call options by funds: $68.1M | Put options by funds: $54.2M

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

3.46% more ownership

Funds ownership: 92.67% → 96.13% (+3.5%)

3% more funds holding

Funds holding: 382 → 392 (+10)

7% less capital invested

Capital invested by funds: $5.67B → $5.28B (-$395M)

16% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 144

Holders
392
Holders Change
+10
Holders Change %
+2.62%
% of All Funds
8.64%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
70
Increased
121
Reduced
144
Closed
55
Calls
$68.1M
Puts
$54.2M
Net Calls
+$13.9M
Net Calls Change
+$46K

Top Buyers

1
PC
Polar Capital
United Kingdom
+$78.4M
2
Victory Capital Management
Victory Capital Management
Texas
+$63.5M
3
MCMC
Matrix Capital Management Company
New Hampshire
+$45.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$40.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$39.7M

Top Sellers

1
N
Nuveen
North Carolina
-$54.4M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$37.9M
3
Goldman Sachs
Goldman Sachs
New York
-$31.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$27.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
351
Lindbrook Capital
California
$4K +$4.33K +55 New
BFC
352
Bedel Financial Consulting
Indiana
$3K – – –
IFAM
353
Institutional & Family Asset Management
Colorado
$3K – – –
OC
354
Oakworth Capital
Alabama
$3K – – –
TWA
355
TCI Wealth Advisors
Arizona
$3K – – –
TFA
356
Toth Financial Advisory
Virginia
$3K – – –
CL
357
CSS LLC
Illinois
$3K +$3.07K +39 New
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.07K +39 +3,900%
EWM
359
Edge Wealth Management
New York
$3K +$3.7K +47 New
CBT
360
Capital Bank & Trust
California
$2K – – –
MFT
361
Moisand Fitzgerald Tamayo
Florida
$2K – – –
WCG
362
Weaver Consulting Group
California
$2K – – –
EI
363
Ellevest Inc
New York
$2K +$1.02K +13 +108%
TFGT
364
TS Financial Group (TSFG)
Illinois
$2K +$1.97K +25 +2,500%
ABC
365
Associated Banc-Corp
Wisconsin
$2K +$2.13K +27 New
EWP
366
Engrave Wealth Partners
Texas
$2K +$2.36K +30 New
SWA
367
Sutton Wealth Advisors
Florida
$1.55K – – –
VCM
368
Versant Capital Management
Arizona
$1K -$8.66K -110 -83%
HGWM
369
Harvest Group Wealth Management
Massachusetts
$1K -$787 -10 -29%
IRC
370
Investors Research Corp
Georgia
$1K – – –
PCG
371
Private Capital Group
Connecticut
$1K – – –
SCA
372
Stonebridge Capital Advisors
Minnesota
$1K – – –
CA
373
Clearstead Advisors
Ohio
$1K +$1.5K +19 New
EFSCE
374
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.57K +20 New
ECM
375
Estabrook Capital Management
New York
$958 – – –
13 14
15
16 17

LITE Hedge Fund Activity: Q1 2020 in Review

392 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2020, worth a combined $5.28B — down 7% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new LITE positions and 55 closed out — a net gain of 15 holders — while 121 added to existing stakes and 144 trimmed.

The largest buyer was Polar Capital, opening a new position worth an estimated $78.4M. The largest seller was Nuveen, cutting an estimated $54.4M.

  • 392 institutional investors held Lumentum (LITE) as of Q1 2020, up from 382 in Q4 2019.
  • Funds reported $5.28B of Lumentum stock for Q1 2020, down 7% quarter-over-quarter.
  • 70 funds opened new Lumentum positions in Q1 2020 and 55 closed out, a net change of +15 holders.
  • The largest Lumentum buyer in Q1 2020 was Polar Capital, an estimated $78.4M added.
  • The largest Lumentum seller in Q1 2020 was Nuveen, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2020.