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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
Capital Research Global Investors
26
Capital Research Global Investors
California
$42.4M +$39.4M +505,237 New
Franklin Resources
27
Franklin Resources
California
$42.3M +$1.27M +16,333 +3%
AG
28
Avala Global
New York
$41.3M +$38.3M +491,500 New
DCM
29
Divisar Capital Management
California
$38.4M -$22M -282,824 -38%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$37.3M +$30.5M +390,830 +733%
EA
31
Emerald Advisers
Pennsylvania
$35.7M +$3.63M +46,544 +12%
RS
32
Robeco Schweiz
Switzerland
$35M -$33.2M -426,000 -51%
Renaissance Technologies
33
Renaissance Technologies
New York
$34.7M +$27.1M +347,600 +525%
SC
34
Shellback Capital
Massachusetts
$34.6M -$1.31M -16,774 -4%
Macquarie Group
35
Macquarie Group
Australia
$34.1M +$21.2M +272,458 +204%
HRCM
36
Hood River Capital Management
Florida
$32.8M +$30.5M +390,832 New
DG
37
DigitalBridge Group
Florida
$31.8M -$7.95M -102,053 -21%
LI
38
Leeward Investments
Massachusetts
$29.4M -$2.03M -26,038 -7%
SSA
39
Schonfeld Strategic Advisors
New York
$29M +$3.66M +46,929 +16%
PA
40
Pinnacle Associates
New York
$28M -$5.82M -74,682 -18%
GIP
41
Granite Investment Partners
California
$27.9M -$555K -7,122 -2%
PHK
42
Point72 Hong Kong
Hong Kong
$26.4M +$2.38M +30,497 +11%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$25.6M +$2.56M +32,880 +12%
Marshall Wace
44
Marshall Wace
United Kingdom
$24.6M +$22.8M +292,806 New
VOYA Investment Management
45
VOYA Investment Management
Georgia
$24.4M +$342K +4,389 +2%
WP
46
Woodline Partners
California
$23.7M +$17.4M +223,011 +378%
DKCM
47
Davidson Kempner Capital Management
New York
$21M +$19.5M +249,650 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$20.5M +$4.44M +57,000 +31%
EMFAT
49
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.3M -$3.12M -39,969 -14%
UBS Group
50
UBS Group
Switzerland
$19.7M +$11.4M +145,635 +163%
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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.