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Lumentum

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: 712 (+5)

34% more capital invested

Capital invested by funds: $4.65B → $6.23B (+$1.59B)

17% more funds holding

Funds holding: 385449 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$19.6M -$582K -7,469 -3%
SAM
52
Silvercrest Asset Management
New York
$19.4M -$2.15M -27,583 -11%
HVCM
53
Hel Ved Capital Management
Hong Kong
$19M +$17.7M +226,640 New
UBS AM
54
UBS AM
Illinois
$18.2M +$2.49M +32,004 +17%
NGM
55
North Growth Management
British Columbia, Canada
$18.1M -$234K -3,000 -1%
TC
56
Tairen Capital
Hong Kong
$16.1M +$14M +179,746 +1,510%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$15.9M +$14.8M +189,936 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$15.9M -$87.9K -1,128 -0.6%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$15.8M +$9.15M +117,362 +165%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$15.3M -$16.1M -206,963 -53%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$14.7M -$6.75M -86,630 -33%
PCM
62
Penn Capital Management
Pennsylvania
$14.6M +$13.5M +173,593 New
Ameriprise
63
Ameriprise
Minnesota
$14.4M -$105M -1,351,519 -89%
JP Morgan Chase
64
JP Morgan Chase
New York
$14.3M -$6.41M -82,274 -33%
AL
65
Arnhold LLC
New York
$14.2M -$1.28M -16,438 -9%
BFM
66
Boothbay Fund Management
New York
$14.2M -$1.04M -13,343 -7%
Verition Fund Management
67
Verition Fund Management
Connecticut
$13.7M -$12.5M -159,962 -49%
IECM
68
Intrinsic Edge Capital Management
Illinois
$13.5M -$6.96M -89,303 -36%
Principal Financial Group
69
Principal Financial Group
Iowa
$13.2M +$26.1K +335 +0.2%
LN
70
Lightrock Netherlands
Netherlands
$12.7M +$11.7M +150,156 New
Swiss National Bank
71
Swiss National Bank
Switzerland
$11.3M +$226K +2,900 +2%
SCM
72
Sandler Capital Management
New York
$10.6M +$9.88M +126,787 New
AAP
73
Ardsley Advisory Partners
Connecticut
$10.5M +$9.74M +124,950 New
Bank of America
74
Bank of America
North Carolina
$10.4M -$17.3M -221,643 -64%
Fidelity International
75
Fidelity International
Bermuda
$10.4M +$9.57M +122,833 +16,919%

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.