Lumentum
LITE
359 hedge funds and large institutions have $4.53B invested in Lumentum in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 107 increasing their positions, 113 reducing their positions, and 52 closing their positions.
58% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 52
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
27% more call options, than puts
Call options by funds: $103M | Put options by funds: $81.2M
25% more capital invested
Capital invested by funds: $3.64B → $4.53B (+$895M)
8% more funds holding
Funds holding: 333 → 359 (+26)
5% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 113
7.45% less ownership
Funds ownership: 120.99% → 113.54% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$150M |
| 2 |
MC
Maplelane Capital
New York
|
+$49.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$37.7M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$34.8M |
| 5 |
BlackRock
New York
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$50.4M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$49.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$45.1M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$44.5M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$39.3M |
LITE Hedge Fund Activity: Q1 2018 in Review
359 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2018, worth a combined $4.53B — up 25% from $3.64B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new LITE positions and 52 closed out — a net gain of 30 holders — while 107 added to existing stakes and 113 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $150M. The largest seller was AllianceBernstein, cutting an estimated $50.4M.
- 359 institutional investors held Lumentum (LITE) as of Q1 2018, up from 333 in Q4 2017.
- Funds reported $4.53B of Lumentum stock for Q1 2018, up 25% quarter-over-quarter.
- 82 funds opened new Lumentum positions in Q1 2018 and 52 closed out, a net change of +30 holders.
- The largest Lumentum buyer in Q1 2018 was Bank of New York Mellon, an estimated $150M added.
- The largest Lumentum seller in Q1 2018 was AllianceBernstein, an estimated $50.4M sold.
Based on aggregated 13F filings for Q1 2018.