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Lumentum
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Overview Fund Activity

377 hedge funds and large institutions have $3.88B invested in Lumentum in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 125 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
-9
Holders Change %
-2.33%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
57
Increased
113
Reduced
125
Closed
64
Calls
$80.3M
Puts
$87.9M
Net Calls
-$7.57M
Net Calls Change
+$41.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$435M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$53.6M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$82.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$53.4M
5
Invesco
5
Invesco
Georgia
$89.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$143M
2
Ameriprise
2
Ameriprise
Minnesota
$152M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$8.49M
4
Millennium Management
4
Millennium Management
New York
$25.3M
5
Fidelity International
5
Fidelity International
Bermuda
$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
351
Disciplined Investments
Oklahoma
$737 +$170 +3 +30%
HCM
352
Hollencrest Capital Management
California
$681 – – –
SIC
353
SJS Investment Consulting
Ohio
$625 -$227 -4 -27%
2L
354
25 LLC
Missouri
$612 – – –
Amundi
355
Amundi
France
$517 -$19.9K -346 -97%
BAAM
356
Baker Avenue Asset Management
California
$511 +$511 +9 New
IRC
357
Investors Research Corp
Georgia
$454 – – –
NRG
358
Nemes Rush Group
Michigan
$341 +$341 +6 New
ANBT
359
American National Bank & Trust
Texas
$340 -$2.61K -46 -88%
CWM
360
Cedar Wealth Management
California
$284 – – –
SVCP
361
Silicon Valley Capital Partners
California
$227 – – –
BWL
362
Bogart Wealth LLC
Virginia
$227 – – –
SWA
363
SOA Wealth Advisors
New York
$170 – – –
CSC
364
Caldwell Sutter Capital
California
$170 +$170 +3 New
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$114 – – –
CA
366
Crewe Advisors
Utah
$114 +$114 +2 New
CCM
367
Chilton Capital Management
Texas
$114 +$114 +2 New
PPWM
368
PFG Private Wealth Management
Florida
$113 – – –
FBC
369
Fairfield, Bush & Co
Connecticut
$113 +$113 +2 New
PP
370
Paloma Partners
Connecticut
$113 +$113 +2 New
DJSG
371
D.J. St. Germain
Massachusetts
$113 +$113 +2 New
GWS
372
Glassman Wealth Services
Virginia
$57 -$798 -14 -93%
WP
373
WealthPLAN Partners
Nebraska
$57 – – –
ODG
374
O'Dell Group
Ohio
$57 +$57 +1 New
GJIA
375
Glass Jacobson Investment Advisors
Maryland
$57 +$57 +1 New
13 14
15
16 17