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Lumentum

430 hedge funds and large institutions have $5.45B invested in Lumentum in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+10
Holders Change %
+2.38%
% of All Funds
7.55%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
52
Increased
124
Reduced
164
Closed
37
Calls
$101M
Puts
$127M
Net Calls
-$26.2M
Net Calls Change
+$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
376
Lumature Wealth Partners
Georgia
$8K +$8K +100 New
ST
377
Smithfield Trust
Pennsylvania
$7K -$5.6K -60 -44%
WQ
378
Wealth Quarterback
New Jersey
$7K
Jones Financial Companies
379
Jones Financial Companies
Missouri
$6K -$618 -7 -9%
PWMG
380
Prestige Wealth Management Group
New Jersey
$6K
FP
381
Financial Perspectives
Minnesota
$5.51K
CMBA
382
C.M. Bidwell & Associates
Hawaii
$5K
CFB
383
Cullen/Frost Bankers
Texas
$5K
FWM
384
Focused Wealth Management
New York
$5K
FCM
385
Firestone Capital Management
Florida
$5K
TFA
386
Toth Financial Advisory
Virginia
$5K +$1.67K +20 +50%
OC
387
Oakworth Capital
Alabama
$4K
AWA
388
Arkadios Wealth Advisors
Georgia
$4K
VCM
389
Vigilant Capital Management
Maine
$4K +$4K +46 New
MFT
390
Moisand Fitzgerald Tamayo
Florida
$3K
TWA
391
TCI Wealth Advisors
Arizona
$3K
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
CWP
393
Concord Wealth Partners
Virginia
$3K
WT
394
Washington Trust
Rhode Island
$3K +$1.76K +17 +142%
SC
395
SouthState Corp
Florida
$3K +$3K +30 New
JWA
396
JFS Wealth Advisors
Pennsylvania
$3K +$3K +30 New
EI
397
Ellevest Inc
New York
$3K +$2.51K +31 +517%
CCM
398
Covington Capital Management
California
$3K +$3K +40 New
MAM
399
Meeder Asset Management
Ohio
$2K -$4.78K -43 -70%
PFBT
400
Parkside Financial Bank & Trust
Missouri
$2K