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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
Wells Fargo
151
Wells Fargo
California
$2.52M +$557K +7,144 +31%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$2.51M +$55.3K +710 +2%
PD
153
Point72 (DIFC)
United Arab Emirates
$2.3M +$2.13M +27,371 New
State of New Jersey Common Pension Fund D
154
State of New Jersey Common Pension Fund D
New Jersey
$2.28M -$626K -8,038 -23%
SST
155
S Squared Technology
New York
$2.22M -$10.9M -140,000 -84%
CP
156
CenterBook Partners
Connecticut
$2.19M -$55.7K -715 -3%
Squarepoint
157
Squarepoint
New York
$2.17M +$2.02M +25,893 New
VAM
158
Valliance Asset Management
Hong Kong
$2.1M +$1.95M +25,000 New
BCM
159
Bayesian Capital Management
New York
$2.08M -$992K -12,734 -34%
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.07M +$1.92M +24,684 New
AIP
161
Ameritas Investment Partners
Nebraska
$2.05M -$12.5K -160 -0.6%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.05M -$77K -988 -4%
YCM
163
Yousif Capital Management
Michigan
$2.03M -$61.3K -786 -3%
SI
164
Sapience Investments
California
$1.98M -$635K -8,148 -26%
MPA
165
Marvin & Palmer Associates
Delaware
$1.93M +$1.79M +22,990 New
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$1.88M -$81.1K -1,040 -4%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$1.84M
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74M -$156 -2 -0%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$1.69M -$171K -2,200 -10%
ASRS
170
Arizona State Retirement System
Arizona
$1.67M +$33.1K +425 +2%
TG
171
TCW Group
California
$1.63M +$1.51M +19,377 New
CCM
172
Collar Capital Management
Wisconsin
$1.62M +$1.5M +19,269 New
TI
173
Tidal Investments
Wisconsin
$1.62M +$44.7K +574 +3%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$1.6M +$23.4K +300 +2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$1.58M +$280K +3,587 +23%

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.