Lumentum
LITE
279 hedge funds and large institutions have $3.13B invested in Lumentum in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 47 closing their positions.
131% more call options, than puts
Call options by funds: $76.4M | Put options by funds: $33.1M
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
50% more capital invested
Capital invested by funds: $2.09B → $3.13B (+$1.04B)
23% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 47
10% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 87
6.73% more ownership
Funds ownership: 89.75% → 96.48% (+6.7%)
2% more funds holding
Funds holding: 274 → 279 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$284M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$77.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.2M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$52.3M |
| 5 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$59.7M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$27.6M |
| 3 |
Two Sigma Advisers
New York
|
-$18M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$16.6M |
| 5 |
KCM
Kingdon Capital Management
New York
|
-$15.8M |
LITE Hedge Fund Activity: Q1 2017 in Review
279 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2017, worth a combined $3.13B — up 50% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new LITE positions and 47 closed out — a net gain of 11 holders — while 96 added to existing stakes and 87 trimmed.
The largest buyer was BlackRock, adding an estimated $284M. The largest seller was Citadel Advisors, cutting an estimated $59.7M.
- 279 institutional investors held Lumentum (LITE) as of Q1 2017, up from 274 in Q4 2016.
- Funds reported $3.13B of Lumentum stock for Q1 2017, up 50% quarter-over-quarter.
- 58 funds opened new Lumentum positions in Q1 2017 and 47 closed out, a net change of +11 holders.
- The largest Lumentum buyer in Q1 2017 was BlackRock, an estimated $284M added.
- The largest Lumentum seller in Q1 2017 was Citadel Advisors, an estimated $59.7M sold.
Based on aggregated 13F filings for Q1 2017.