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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 %
DPW
426
DiNuzzo Private Wealth
Pennsylvania
$840 – – –
EWA
427
EverSource Wealth Advisors
Alabama
$840 +$840 +10 New
SIC
428
SJS Investment Consulting
Ohio
$672 -$168 -2 -20%
IRC
429
Investors Research Corp
Georgia
$672 – – –
CJ
430
Caitlin John
Michigan
$588 – – –
HIA
431
Harbor Investment Advisory
Maryland
$420 – – –
CFD
432
Creative Financial Designs
Indiana
$420 – – –
BIG
433
Brooklyn Investment Group
New York
$336 +$336 +4 New
AssetMark Inc
434
AssetMark Inc
California
$336 +$336 +4 New
DWM
435
Darwin Wealth Management
Florida
$335 – – –
CSC
436
Caldwell Sutter Capital
California
$252 – – –
AFM
437
Aspetuck Financial Management
Connecticut
$252 +$252 +3 New
PFG
438
Putney Financial Group
California
$252 +$252 +3 New
BWL
439
Bogart Wealth LLC
Virginia
$168 -$168 -2 -50%
GGI
440
Godsey & Gibb Inc
Virginia
$84 – – –
GJIA
441
Glass Jacobson Investment Advisors
Maryland
$84 – – –
MCM
442
MidAtlantic Capital Management
Virginia
$84 – – –
GPFA
443
Game Plan Financial Advisors
Ohio
$84 – – –
PWM
444
Parkworth Wealth Management
California
$84 +$84 +1 New
NWWA
445
New Wave Wealth Advisors
Arkansas
$84 +$84 +1 New
WAG
446
Wiser Advisor Group
Arizona
$84 +$84 +1 New
Alyeska Investment Group
447
Alyeska Investment Group
Illinois
– -$18M -284,476 Closed
GF
448
Goodman Financial
Texas
– -$16.5M -259,618 Closed
FFM
449
FengHe Fund Management
Singapore
– -$12.7M -200,590 Closed
HCM
450
Hodges Capital Management
Texas
– -$4.98M -78,630 Closed
16 17
18
19 20