We are live on ! Find out more
LITE icon

Lumentum

485 hedge funds and large institutions have $6.48B invested in Lumentum in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $304M | Put options by funds: $104M

133% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 46

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

26% more capital invested

Capital invested by funds: $5.13B → $6.48B (+$1.35B)

14% more funds holding

Funds holding: 426485 (+59)

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 149

0.66% less ownership

Funds ownership: 91.41%90.75% (-0.66%)

Holders
485
Holders Change
+59
Holders Change %
+13.85%
% of All Funds
8.58%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
107
Increased
150
Reduced
149
Closed
46
Calls
$304M
Puts
$104M
Net Calls
+$200M
Net Calls Change
+$192M
Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
176
Alpine Woods Capital Investors
New York
$1.73M -$25.9K -300 -2%
EIM
177
Essex Investment Management
Massachusetts
$1.7M -$13.3K -154 -0.9%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$1.67M -$939K -10,885 -38%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$1.67M -$18.4K -213 -1%
CG
180
Cutler Group
California
$1.67M +$662K +7,680 +77%
GC
181
Guggenheim Capital
Illinois
$1.65M -$937K -10,861 -38%
HF
182
HRT Financial
New York
$1.64M +$1.49M +17,254 New
MP
183
McDonald Partners
Ohio
$1.62M +$1.47M +17,063 New
PI
184
PEAK6 Investments
Illinois
$1.57M +$1.19M +13,845 +513%
HighTower Advisors
185
HighTower Advisors
Illinois
$1.57M +$935K +10,843 +188%
FHB
186
First Hawaiian Bank
Hawaii
$1.51M +$60.3K +699 +5%
Wolverine Trading
187
Wolverine Trading
Illinois
$1.44M -$170K -1,971 -12%
SACTSONJ
188
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.42M
Capital Fund Management (CFM)
189
Capital Fund Management (CFM)
France
$1.42M -$2.83M -32,815 -69%
Twin Tree Management
190
Twin Tree Management
Texas
$1.41M +$1.28M +14,898 New
PCM
191
Princeton Capital Management
New Jersey
$1.41M +$22K +255 +2%
GAM
192
Gotham Asset Management
New York
$1.38M -$3.33M -38,662 -73%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$1.36M
OAM
194
Oppenheimer Asset Management
New York
$1.34M -$15.1K -175 -1%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$1.32M -$27.6K -320 -2%
Assenagon Asset Management
196
Assenagon Asset Management
Luxembourg
$1.28M +$140K +1,628 +14%
Luther King Capital Management (LKCM)
197
Luther King Capital Management (LKCM)
Texas
$1.28M +$19K +220 +2%
Prudential Financial
198
Prudential Financial
New Jersey
$1.26M -$747K -8,668 -40%
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$1.25M -$190K -2,200 -14%
ECM
200
ExodusPoint Capital Management
New York
$1.25M +$880K +10,204 +348%

LITE Hedge Fund Activity: Q4 2020 in Review

485 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2020, worth a combined $6.48B — up 26% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LITE positions and 46 closed out — a net gain of 61 holders — while 150 added to existing stakes and 149 trimmed.

The largest buyer was Ameriprise, adding an estimated $104M. The largest seller was Wellington Management Group, cutting an estimated $111M.

  • 485 institutional investors held Lumentum (LITE) as of Q4 2020, up from 426 in Q3 2020.
  • Funds reported $6.48B of Lumentum stock for Q4 2020, up 26% quarter-over-quarter.
  • 107 funds opened new Lumentum positions in Q4 2020 and 46 closed out, a net change of +61 holders.
  • The largest Lumentum buyer in Q4 2020 was Ameriprise, an estimated $104M added.
  • The largest Lumentum seller in Q4 2020 was Wellington Management Group, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2020.