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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 %
LFG
401
Larson Financial Group
Missouri
$3.11K -$12.5K -149 -80%
PS
402
Principal Securities
Iowa
$2.77K +$1.6K +19 +136%
MFT
403
Moisand Fitzgerald Tamayo
Florida
$2.52K – – –
CWP
404
Concord Wealth Partners
Virginia
$2.52K – – –
WSFS
405
Wilmington Savings Fund Society
Delaware
$2.52K – – –
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$2.39K -$19.2K -225 -89%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$2.35K – – –
NECFA
408
New England Capital Financial Advisors
Connecticut
$2.1K – – –
HCP
409
Hexagon Capital Partners
Arkansas
$2.1K – – –
DJSG
410
D.J. St. Germain
Massachusetts
$1.85K – – –
SRCM
411
Signature Resources Capital Management
California
$1.68K – – –
WA
412
WPG Advisers
Maryland
$1.68K +$1.68K +20 New
MRP
413
Measured Risk Portfolios
California
$1.68K +$1.68K +20 New
TC
414
Truvestments Capital
Florida
$1.6K – – –
CWM
415
Crowley Wealth Management
Delaware
$1.51K +$1.51K +18 New
BIA
416
Bell Investment Advisors
California
$1.34K +$504 +6 +60%
PGAM
417
Princeton Global Asset Management
New Jersey
$1.34K – – –
VWWMG
418
Vermillion & White Wealth Management Group
Pennsylvania
$1.34K – – –
SIC
419
Salem Investment Counselors
North Carolina
$1.26K – – –
PFBT
420
Parkside Financial Bank & Trust
Missouri
$1.18K +$756 +9 +180%
OP
421
ORG Partners
Indiana
$1.09K – – –
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$1.09K – – –
CA
423
Clearstead Advisors
Ohio
$1.01K – – –
HCM
424
Hollencrest Capital Management
California
$1.01K – – –
PWMG
425
Private Wealth Management Group
New Jersey
$924 – – –
15 16
17
18 19