Lumentum
LITE
340 hedge funds and large institutions have $3.97B invested in Lumentum in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 66 closing their positions.
26% more call options, than puts
Call options by funds: $87.7M | Put options by funds: $69.5M
26% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 97
0.66% more ownership
Funds ownership: 96.71% → 97.38% (+0.66%)
5% less capital invested
Capital invested by funds: $4.16B → $3.97B (-$188M)
7% less funds holding
Funds holding: 367 → 340 (-27)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
33% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$115M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$69.9M |
| 3 |
Goldman Sachs
New York
|
+$54M |
| 4 |
Neuberger Berman Group
New York
|
+$43.3M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$56.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$40M |
| 3 |
Holocene Advisors
New York
|
-$37M |
| 4 |
PC
Polar Capital
London,
United Kingdom
|
-$35.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$28.7M |
LITE Hedge Fund Activity: Q2 2019 in Review
340 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2019, worth a combined $3.97B — down 4.5% from $4.16B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LITE and 44 opened new positions — a net loss of 22 holders — while 97 trimmed existing stakes and 122 added.
The largest buyer was Wellington Management Group, adding an estimated $115M. The largest seller was Point72 Asset Management, cutting an estimated $56.1M.
- 340 institutional investors held Lumentum (LITE) as of Q2 2019, down from 367 in Q1 2019.
- Funds reported $3.97B of Lumentum stock for Q2 2019, down 4.5% quarter-over-quarter.
- 44 funds opened new Lumentum positions in Q2 2019 and 66 closed out, a net change of -22 holders.
- The largest Lumentum buyer in Q2 2019 was Wellington Management Group, an estimated $115M added.
- The largest Lumentum seller in Q2 2019 was Point72 Asset Management, an estimated $56.1M sold.
Based on aggregated 13F filings for Q2 2019.