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Lumentum
LITE

365 hedge funds and large institutions have $3.51B invested in Lumentum in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

23% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 52

22% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 98

2% more funds holding

Funds holding: 357 → 365 (+8)

1.39% more ownership

Funds ownership: 108.66% → 110.05% (+1.4%)

3% less call options, than puts

Call options by funds: $124M | Put options by funds: $128M

8% less capital invested

Capital invested by funds: $3.82B → $3.51B (-$308M)

Holders
365
Holders Change
+8
Holders Change %
+2.24%
% of All Funds
5.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
64
Increased
120
Reduced
98
Closed
52
Calls
$124M
Puts
$128M
Net Calls
-$3.66M
Net Calls Change
+$51.9M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$108M
2
Invesco
Invesco
Georgia
+$84.3M
3
Franklin Resources
Franklin Resources
California
+$68.3M
4
AM
Atreides Management
Massachusetts
+$61.8M
5
FFM
FengHe Fund Management
Singapore
+$55.9M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$109M
2
Morgan Stanley
Morgan Stanley
New York
-$86.4M
3
Swedbank
Swedbank
Sweden
-$78.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.9M
5
Fidelity International
Fidelity International
Bermuda
-$45.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
401
Blue Trust Inc
Georgia
– -$2K -40 Closed
FWM
402
Focused Wealth Management
New York
– -$1.68K -32 Closed
NFSG
403
Newbridge Financial Services Group
Florida
– -$1.63K -31 Closed
LA
404
LM Advisors
California
– -$1.36K -26 Closed
FHA
405
First Horizon Advisors
Tennessee
– -$1.1K -21 Closed
VNA
406
Valley National Advisers
Pennsylvania
– -$1K -20 Closed
BCMLT
407
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$858 -19 Closed
OSNBOA
408
Old Second National Bank of Aurora
Illinois
– -$786 -15 Closed
RFG
409
RFP Financial Group
Georgia
– -$734 -14 Closed
OP
410
ORG Partners
Indiana
– -$680 -13 Closed
BIA
411
Bell Investment Advisors
California
– -$525 -10 Closed
GWS
412
Glassman Wealth Services
Virginia
– -$315 -6 Closed
MSWM
413
McGlone Suttner Wealth Management
Wisconsin
– -$262 -5 Closed
NFA
414
Northwest Financial Advisors
Virginia
– -$156 -3 Closed
FBC
415
Fairfield, Bush & Co
Connecticut
– -$105 -2 Closed
LFA
416
Livelsberger Financial Advisory
Ohio
– -$52 -1 Closed
ODG
417
O'Dell Group
Ohio
– -$53 -1 Closed
13 14 15 16
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LITE Hedge Fund Activity: Q1 2024 in Review

365 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2024, worth a combined $3.51B — down 8.1% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LITE positions and 52 closed out — a net gain of 12 holders — while 120 added to existing stakes and 98 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $108M. The largest seller was Alyeska Investment Group, cutting an estimated $109M.

  • 365 institutional investors held Lumentum (LITE) as of Q1 2024, up from 357 in Q4 2023.
  • Funds reported $3.51B of Lumentum stock for Q1 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new Lumentum positions in Q1 2024 and 52 closed out, a net change of +12 holders.
  • The largest Lumentum buyer in Q1 2024 was Point72 Asset Management, an estimated $108M added.
  • The largest Lumentum seller in Q1 2024 was Alyeska Investment Group, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2024.