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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
FSCM
76
Front Street Capital Management
Montana
$9.78M -$28.5K -366 -0.3%
PCM
77
Peregrine Capital Management
Minnesota
$9.7M -$1.87M -24,011 -17%
ACM
78
Aquatic Capital Management
Illinois
$9.61M +$6.08M +77,975 +214%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$9.6M +$4.4M +56,464 +98%
PCH
80
Polar Capital Holdings
United Kingdom
$9.56M -$5.7M -73,100 -39%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$9.55M -$5.22M -66,921 -37%
Man Group
82
Man Group
United Kingdom
$9.53M +$8.56M +109,849 +2,965%
Amundi
83
Amundi
France
$9.49M +$8.68M +111,420 New
SI
84
Sora Investors
Pennsylvania
$9.35M -$6.9M -88,572 -44%
Legal & General Group
85
Legal & General Group
United Kingdom
$9.12M +$151K +1,932 +2%
California Public Employees Retirement System
86
California Public Employees Retirement System
California
$8.68M +$1.15M +14,798 +17%
Citigroup
87
Citigroup
New York
$8.4M +$468K +6,004 +6%
Luther King Capital Management (LKCM)
88
Luther King Capital Management (LKCM)
Texas
$8.39M +$1.37M +17,551 +21%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$8.27M -$7.39M -94,834 -49%
SI
90
Symmetry Investments
Jersey
$8.08M +$6.61M +84,835 +744%
CM
91
Castleark Management
Illinois
$7.89M -$309K -3,960 -4%
SEI Investments
92
SEI Investments
Pennsylvania
$7.76M +$136K +1,751 +2%
Jane Street
93
Jane Street
New York
$7.65M +$5.09M +65,312 +253%
NCL
94
Nishkama Capital LLC
Puerto Rico
$7.49M +$3.72M +47,692 +115%
ECM
95
ExodusPoint Capital Management
New York
$7.44M +$3.92M +50,317 +131%
EGM
96
Engineers Gate Manager
New York
$7.35M +$6.58M +84,373 +2,651%
First Trust Advisors
97
First Trust Advisors
Illinois
$7.3M +$5.7M +73,155 +529%
TIM
98
Thompson Investment Management
Wisconsin
$7.26M -$1.96M -25,089 -22%
PIM
99
Peregrine Investment Management
Ontario, Canada
$7.25M +$6.73M +86,390 New
SCM
100
SG Capital Management
Illinois
$7.22M -$12.6M -161,685 -65%

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.