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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 %
HI
376
Harbour Investments
Wisconsin
$13.7K – – –
CTC
377
Central Trust Company
Missouri
$11.8K – – –
GWM
378
Geneos Wealth Management
Colorado
$11.5K +$1.93K +23 +20%
GCM
379
Glynn Capital Management
California
$11.5K +$11.5K +137 New
LFA
380
LGT Financial Advisors
Texas
$10.7K +$6.8K +81 +172%
Nisa Investment Advisors
381
Nisa Investment Advisors
Missouri
$9.91K – – –
AAP
382
Arax Advisory Partners
Colorado
$8.4K – – –
TF
383
Tompkins Financial
New York
$8.4K – – –
PWMG
384
Prestige Wealth Management Group
New Jersey
$7.14K – – –
ETC
385
Exchange Traded Concepts
Oklahoma
$6.3K +$6.3K +75 New
SSB
386
Sandy Spring Bank
Maryland
$6.05K -$4.03K -48 -40%
FP
387
Financial Perspectives
Minnesota
$5.54K – – –
PTC
388
Private Trust Company
Ohio
$5.54K – – –
VWM
389
Venturi Wealth Management
Texas
$5.37K +$336 +4 +7%
W
390
WealthCollab
Washington
$5.29K – – –
GM
391
GeoWealth Management
Illinois
$4.45K +$4.45K +53 New
FFA
392
Farther Finance Advisors
California
$4.45K -$26.7K -318 -86%
SAM
393
Smartleaf Asset Management
Massachusetts
$4.36K +$2.85K +34 +189%
SVCP
394
Silicon Valley Capital Partners
California
$4.2K – – –
HWM
395
Hemington Wealth Management
Virginia
$4K – – –
FCG
396
Financial Connections Group
California
$4K – – –
S
397
Sachetta
Massachusetts
$3.86K +$2.52K +30 +188%
GBT
398
Grove Bank & Trust
Florida
$3.78K – – –
HNB
399
Huntington National Bank
Ohio
$3.61K +$672 +8 +23%
JWA
400
JFS Wealth Advisors
Pennsylvania
$3.36K – – –
14 15
16
17 18