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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
CANY
176
Caxton Associates (New York)
New York
$1.56M +$1.45M +18,577 New
MP
177
McDonald Partners
Ohio
$1.54M -$37K -475 -3%
M&T Bank
178
M&T Bank
New York
$1.52M +$496K +6,361 +54%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$1.51M -$13.2K -169 -0.9%
LCM
180
Landscape Capital Management
New Jersey
$1.48M +$1.37M +17,604 New
AIM
181
Aigen Investment Management
New York
$1.46M +$573K +7,354 +73%
SCM
182
Semanteon Capital Management
Massachusetts
$1.46M +$1.36M +17,424 New
Bank of Nova Scotia
183
Bank of Nova Scotia
Ontario, Canada
$1.37M +$1.27M +16,265 New
SOMRS
184
State of Michigan Retirement System
Michigan
$1.36M +$7.79K +100 +0.6%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$1.36M +$16.6K +213 +1%
Group One Trading
186
Group One Trading
Illinois
$1.36M +$1.22M +15,671 +3,192%
BSG
187
Black Swift Group
Colorado
$1.34M +$1.25M +16,000 New
State of Tennessee, Department of Treasury
188
State of Tennessee, Department of Treasury
Tennessee
$1.31M -$34.3K -440 -3%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M +$15.9K +204 +1%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.27M +$16.1K +206 +1%
IAS
191
IMA Advisory Services
Colorado
$1.27M -$126K -1,611 -10%
TAM
192
Tocqueville Asset Management
New York
$1.2M – – –
LCM
193
Legato Capital Management
California
$1.19M +$1.1M +14,155 New
HF
194
HRT Financial
New York
$1.18M -$439K -5,635 -29%
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$1.18M – – –
KK
196
KLP Kapitalforvaltning
Norway
$1.17M +$1.09M +13,971 New
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$1.17M +$8.49K +109 +0.8%
HMS
198
Hanseatic Management Services
New Mexico
$1.17M +$1.08M +13,882 New
EAM
199
Eventide Asset Management
Massachusetts
$1.16M -$980K -12,577 -48%
GGHC
200
Gilder Gagnon Howe & Co
New York
$1.13M +$1.05M +13,518 New
6 7
8
9 10

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.