We are live on ! Find out more
LITE icon

Lumentum

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: 47 (+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: 365377 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OP
351
ORG Partners
Indiana
$661 +$589 +13 New
HCM
352
Hollencrest Capital Management
California
$611
SIC
353
SJS Investment Consulting
Ohio
$561 -$181 -4 -27%
DPW
354
DiNuzzo Private Wealth
Pennsylvania
$561
PWMG
355
Private Wealth Management Group
New Jersey
$561
BIA
356
Bell Investment Advisors
California
$510 +$453 +10 New
IRC
357
Investors Research Corp
Georgia
$407
CJ
358
Caitlin John
Michigan
$356
CFD
359
Creative Financial Designs
Indiana
$255
HIA
360
Harbor Investment Advisory
Maryland
$255
ANBT
361
American National Bank & Trust
Texas
$255 +$227 +5 New
BWL
362
Bogart Wealth LLC
Virginia
$204
CSC
363
Caldwell Sutter Capital
California
$153
CCM
364
Chilton Capital Management
Texas
$102
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$102
A
366
AlphaQuest
New York
$51 -$1.09K -24 -96%
GJIA
367
Glass Jacobson Investment Advisors
Maryland
$51
GGI
368
Godsey & Gibb Inc
Virginia
$51
MCM
369
MidAtlantic Capital Management
Virginia
$51
CAS
370
Coppell Advisory Solutions
Texas
$51 +$45 +1 New
MCM
371
MV Capital Management
Maryland
$51 +$45 +1 New
PMFA
372
Plante Moran Financial Advisors
Michigan
$51 +$45 +1 New
GPFA
373
Game Plan Financial Advisors
Ohio
$50
MG
374
Mather Group
Illinois
$47 +$45 +1 New
PHK
375
Point72 Hong Kong
Hong Kong
-$19.1M -403,780 Closed

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.