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Lumentum
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Overview Fund Activity

446 hedge funds and large institutions have $6.23B invested in Lumentum in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 139 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+64
Holders Change %
+16.75%
% of All Funds
5.94%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
110
Increased
139
Reduced
121
Closed
42
Calls
$120M
Puts
$170M
Net Calls
-$49.9M
Net Calls Change
-$8.56M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$302M
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$103M
4
BlackRock
4
BlackRock
New York
$564M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$42.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$571M
2
Ameriprise
2
Ameriprise
Minnesota
$14.4M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$248M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$52M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
351
Elequin Capital
New York
$39.6K -$3.44K -41 -8%
WWM
352
Wolff Wiese Magana
California
$37.9K -$5.46K -65 -13%
CA
353
CoreCap Advisors
Michigan
$33.3K +$31.9K +380 +2,235%
FMP
354
Financial Management Professionals
Texas
$31.5K – – –
Jones Financial Companies
355
Jones Financial Companies
Missouri
$31.1K +$10.9K +130 +54%
AF
356
Allworth Financial
California
$28.7K +$6.42K +64 +29%
UB
357
UMB Bank
Missouri
$28.3K +$21.2K +253 +301%
MCM
358
MAI Capital Management
Ohio
$27.2K +$27.2K +324 New
GRP
359
Global Retirement Partners
California
$26.9K +$3.02K +36 +13%
ACM
360
Accent Capital Management
Ohio
$26.5K – – –
RA
361
Rise Advisors
New York
$24.3K – – –
CAS
362
Coppell Advisory Solutions
Texas
$22.1K +$22.1K +263 New
PP
363
Pacifica Partners
Canada
$21.4K – – –
GSWM
364
Golden State Wealth Management
California
$21.2K +$21.2K +252 New
CFGS
365
Concourse Financial Group Securities
Alabama
$20.1K – – –
FDW
366
Fourth Dimension Wealth
Ohio
$18.2K +$18.2K +217 New
WT
367
Whittier Trust
California
$18K – – –
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$17.9K – – –
KA
369
Kozak & Associates
Colorado
$17.9K – – –
LWANC
370
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$16.8K +200 +10,000%
LI
371
LRI Investments
Florida
$16.2K – – –
CAL
372
Capital Advisors Ltd
Ohio
$16K – – –
NWMP
373
Noble Wealth Management PBC
Colorado
$15.3K +$15.3K +182 New
RS
374
Rakuten Securities
Japan
$15.1K +$15.1K +180 New
LC
375
Lindbrook Capital
California
$13.8K +$2.6K +31 +23%
13 14
15
16 17