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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
LPL Financial
126
LPL Financial
California
$4.16M -$36.5K -468 -0.9%
PI
127
Point72 Italy
Italy
$3.75M +$3.48M +44,631 New
MCM
128
Moore Capital Management
New York
$3.72M -$7.07M -90,722 -67%
Neuberger Berman Group
129
Neuberger Berman Group
New York
$3.6M +$2.72M +34,871 +435%
JF
130
Jump Financial
Illinois
$3.59M +$2.31M +29,657 +226%
Comerica Bank
131
Comerica Bank
Texas
$3.51M -$236K -3,028 -7%
LP
132
LMR Partners
United Kingdom
$3.43M +$3.18M +40,800 New
Nomura Holdings
133
Nomura Holdings
Japan
$3.38M -$162K -2,078 -5%
Goldman Sachs
134
Goldman Sachs
New York
$3.37M -$300K -3,854 -9%
MIM
135
MetLife Investment Management
New Jersey
$3.25M +$284K +3,639 +10%
PCMH
136
Polymer Capital Management (HK)
Hong Kong
$3.22M +$352K +4,512 +13%
CCS
137
Concentric Capital Strategies
Connecticut
$3.09M +$2.87M +36,841 New
MOACM
138
Mutual of America Capital Management
New York
$3.05M -$31.8K -408 -1%
Calamos Advisors
139
Calamos Advisors
Illinois
$3.02M +$2.81M +35,994 New
PEAK6
140
PEAK6
Illinois
$2.9M +$2.69M +34,539 New
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$2.88M +$2.23M +28,607 +505%
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$2.83M +$2.46M +31,603 +27,722%
PCMI
143
Paradigm Capital Management Inc
New York
$2.82M – – –
JC
144
JB Capital
Connecticut
$2.81M +$61.4K +788 +2%
Raymond James Financial
145
Raymond James Financial
Florida
$2.77M +$2.58M +33,050 New
Assenagon Asset Management
146
Assenagon Asset Management
Luxembourg
$2.72M +$2.53M +32,433 New
AB
147
Amalgamated Bank
New York
$2.71M – – –
TCM
148
Teza Capital Management
Illinois
$2.68M +$1.26M +16,128 +102%
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$2.64M +$166K +2,131 +7%
MCM
150
Maytus Capital Management
New York
$2.52M +$2.34M +30,000 New
4 5
6
7 8

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.