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Lumentum
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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
GF
451
Goodman Financial
Texas
– -$16.5M -259,618 Closed
FFM
452
FengHe Fund Management
Singapore
– -$12.7M -200,590 Closed
HCM
453
Hodges Capital Management
Texas
– -$4.98M -78,630 Closed
SPS
454
Susquehanna Portfolio Strategies
Pennsylvania
– -$4.18M -66,015 Closed
BCM
455
Bienville Capital Management
New York
– -$2.8M -44,183 Closed
Select Equity Group
456
Select Equity Group
New York
– -$1.63M -25,730 Closed
CCIA
457
Campbell & Co Investment Adviser
Maryland
– -$1.52M -23,985 Closed
IAIM
458
International Assets Investment Management
Florida
– -$334 -21,169 Closed
GS
459
GTS Securities
New York
– -$1.25M -19,686 Closed
WAM
460
Weiss Asset Management
Massachusetts
– -$1.09M -17,238 Closed
NIM
461
Needham Investment Management
New York
– -$951K -15,000 Closed
CCM
462
Cinctive Capital Management
New York
– -$882K -13,921 Closed
WTG
463
West Tower Group
Virginia
– -$444K -7,000 Closed
BHCM
464
Brevan Howard Capital Management
Jersey
– -$315K -4,974 Closed
NC
465
nVerses Capital
Florida
– -$304K -4,800 Closed
Connor, Clark & Lunn Investment Management (CC&L)
466
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$282K -4,448 Closed
GCP
467
GSA Capital Partners
United Kingdom
– -$230K -3,622 Closed
HT
468
Headlands Technologies
Illinois
– -$166K -2,612 Closed
NS
469
NBC Securities
Alabama
– -$33K -527 Closed
CPA
470
Capital Performance Advisors
California
– -$32.6K -515 Closed
QL
471
Quarry LP
New York
– -$27.6K -436 Closed
ACM
472
Aster Capital Management
United Arab Emirates
– -$25.7K -405 Closed
GJWM
473
Gilliland Jeter Wealth Management
Arkansas
– -$12.2K -193 Closed
SSG
474
Summit Securities Group
New York
– -$9K -138 Closed
BTI
475
Blue Trust Inc
Georgia
– -$6.47K -127 Closed
16 17 18
19
20

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.