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Lumentum
LITE

449 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, 140 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 42

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

34% more capital invested

Capital invested by funds: $4.65B → $6.23B (+$1.59B)

17% more funds holding

Funds holding: 385 → 449 (+64)

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

0.24% more ownership

Funds ownership: 107.77% → 108.01% (+0.24%)

29% less call options, than puts

Call options by funds: $120M | Put options by funds: $170M

Holders
449
Holders Change
+64
Holders Change %
+16.62%
% of All Funds
5.91%
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
140
Reduced
123
Closed
42
Calls
$120M
Puts
$170M
Net Calls
-$49.9M
Net Calls Change
-$8.56M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$87.9M
3
N
Nuveen
North Carolina
+$47.6M
4
BlackRock
BlackRock
New York
+$43.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$244M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$80.7M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$41.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
401
Huntington National Bank
Ohio
$3.61K +$624 +8 +23%
JWA
402
JFS Wealth Advisors
Pennsylvania
$3.36K – – –
LFG
403
Larson Financial Group
Missouri
$3.11K -$11.6K -149 -80%
PS
404
Principal Securities
Iowa
$2.77K +$1.48K +19 +136%
CWP
405
Concord Wealth Partners
Virginia
$2.52K – – –
MFT
406
Moisand Fitzgerald Tamayo
Florida
$2.52K – – –
WSFS
407
Wilmington Savings Fund Society
Delaware
$2.52K – – –
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$2.38K -$17.5K -225 -89%
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$2.35K – – –
MWA
410
Medallion Wealth Advisors
Connecticut
$2.35K +$2.18K +28 New
HCP
411
Hexagon Capital Partners
Arkansas
$2.1K – – –
NECFA
412
New England Capital Financial Advisors
Connecticut
$2.1K – – –
DJSG
413
D.J. St. Germain
Massachusetts
$1.85K – – –
SRCM
414
Signature Resources Capital Management
California
$1.68K – – –
MRP
415
Measured Risk Portfolios
California
$1.68K +$1.56K +20 New
WA
416
WPG Advisers
Maryland
$1.68K +$1.56K +20 New
TC
417
Truvestments Capital
Florida
$1.59K – – –
CWM
418
Crowley Wealth Management
Delaware
$1.51K +$1.4K +18 New
BIA
419
Bell Investment Advisors
California
$1.34K +$468 +6 +60%
PGAM
420
Princeton Global Asset Management
New Jersey
$1.34K – – –
VWWMG
421
Vermillion & White Wealth Management Group
Pennsylvania
$1.34K – – –
SIC
422
Salem Investment Counselors
North Carolina
$1.26K – – –
PFBT
423
Parkside Financial Bank & Trust
Missouri
$1.18K +$701 +9 +180%
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$1.09K – – –
OP
425
ORG Partners
Indiana
$1.09K – – –
15 16
17
18 19

LITE Hedge Fund Activity: Q4 2024 in Review

449 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2024, worth a combined $6.23B — up 34% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new LITE positions and 42 closed out — a net gain of 68 holders — while 140 added to existing stakes and 123 trimmed.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Fidelity Investments, cutting an estimated $244M.

  • 449 institutional investors held Lumentum (LITE) as of Q4 2024, up from 385 in Q3 2024.
  • Funds reported $6.23B of Lumentum stock for Q4 2024, up 34% quarter-over-quarter.
  • 110 funds opened new Lumentum positions in Q4 2024 and 42 closed out, a net change of +68 holders.
  • The largest Lumentum buyer in Q4 2024 was Capital World Investors, an estimated $146M added.
  • The largest Lumentum seller in Q4 2024 was Fidelity Investments, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.