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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
ZDA
101
Zweig-DiMenna Associates
New York
$7.05M +$6.55M +84,000 New
PCM
102
Polymer Capital Management
New York
$6.88M +$6.38M +81,900 New
LCG
103
Lisanti Capital Growth
New York
$6.74M +$6.26M +80,275 New
CSS
104
Cubist Systematic Strategies
Connecticut
$6.73M +$6.25M +80,193 New
AI
105
Atom Investors
Texas
$6.55M +$1.01M +12,946 +20%
JFG
106
Jefferies Financial Group
New York
$6.54M -$9.59M -123,072 -61%
CF
107
Corebridge Financial
Texas
$6.53M -$199K -2,556 -3%
RAM
108
Readystate Asset Management
Illinois
$6.5M +$3.46M +44,410 +135%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$6.2M -$77.9K -1,000 -1%
Deutsche Bank
110
Deutsche Bank
Germany
$5.85M +$614K +7,878 +13%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$5.83M -$502K -6,440 -8%
DIA
112
Dana Investment Advisors
Wisconsin
$5.73M -$694K -8,906 -12%
CCM
113
CloudAlpha Capital Management
Hong Kong
$5.71M +$5.3M +68,015 New
QT
114
Quantbot Technologies
New York
$5.47M +$5.08M +65,133 New
California State Teachers Retirement System (CalSTRS)
115
California State Teachers Retirement System (CalSTRS)
California
$5.39M +$19.6K +251 +0.4%
Barclays
116
Barclays
United Kingdom
$5.25M +$1.92M +24,652 +65%
JG
117
Jain Global
New York
$5.22M +$4.84M +62,138 New
EI
118
EAM Investors
California
$5.08M -$107K -1,379 -2%
JGUA
119
John G. Ullman & Associates
New York
$4.97M -$2.22M -28,500 -33%
Canada Life
120
Canada Life
Manitoba, Canada
$4.86M
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$4.8M -$3.55M -45,547 -44%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.47M +$59.5K +763 +1%
CM
123
Crestline Management
Texas
$4.44M +$4.12M +52,831 New
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$4.37M +$37.3K +478 +0.9%
Russell Investments Group
125
Russell Investments Group
United Kingdom
$4.2M +$3.88M +49,723 +16,913%

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.