Lumentum
LITE
333 hedge funds and large institutions have $3.64B invested in Lumentum in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 44 closing their positions.
75% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 44
73% more call options, than puts
Call options by funds: $107M | Put options by funds: $61.7M
11% more funds holding
Funds holding: 301 → 333 (+32)
9.72% more ownership
Funds ownership: 111.27% → 120.99% (+9.7%)
9% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 97
3% less capital invested
Capital invested by funds: $3.73B → $3.64B (-$96.5M)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$316M |
| 2 |
Bank of New York Mellon
New York
|
+$82M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$65.8M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$46.6M |
| 5 |
Axa
Paris,
France
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$55.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$51.5M |
| 3 |
CCI
Columbus Circle Investors
|
-$45.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$35.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$30.1M |
LITE Hedge Fund Activity: Q4 2017 in Review
333 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2017, worth a combined $3.64B — down 2.6% from $3.73B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LITE positions and 44 closed out — a net gain of 33 holders — while 106 added to existing stakes and 97 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $316M. The largest seller was TIAA CREF Investment Management, cutting an estimated $55.5M.
- 333 institutional investors held Lumentum (LITE) as of Q4 2017, up from 301 in Q3 2017.
- Funds reported $3.64B of Lumentum stock for Q4 2017, down 2.6% quarter-over-quarter.
- 77 funds opened new Lumentum positions in Q4 2017 and 44 closed out, a net change of +33 holders.
- The largest Lumentum buyer in Q4 2017 was T. Rowe Price Associates, an estimated $316M added.
- The largest Lumentum seller in Q4 2017 was TIAA CREF Investment Management, an estimated $55.5M sold.
Based on aggregated 13F filings for Q4 2017.