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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
SCM
201
Sterling Capital Management
North Carolina
$1.12M +$112K +1,442 +12%
QCM
202
Qsemble Capital Management
New York
$1.11M +$1.03M +13,232 New
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$1.11M -$83.2K -1,068 -7%
SF
204
Synovus Financial
Georgia
$1.1M -$7.56K -97 -0.7%
GAM
205
Gotham Asset Management
New York
$1.08M +$198K +2,537 +24%
Victory Capital Management
206
Victory Capital Management
Texas
$1.06M -$1.32K -17 -0.1%
OQS
207
Occudo Quantitative Strategies
Florida
$1.03M +$699K +8,971 +274%
PAWC
208
P.A.W. Capital
Connecticut
$1.01M +$935K +12,000 New
KCM
209
Kennedy Capital Management
Missouri
$987K -$52.6K -675 -5%
SO
210
STRS Ohio
Ohio
$984K +$913K +11,718 New
Canada Pension Plan Investment Board
211
Canada Pension Plan Investment Board
Ontario, Canada
$982K +$405K +5,200 +80%
FHB
212
First Hawaiian Bank
Hawaii
$969K -$9.2K -118 -1%
VCM
213
Virtue Capital Management
Tennessee
$899K +$835K +10,710 New
GC
214
Guggenheim Capital
Illinois
$870K +$200K +2,562 +33%
AP
215
Advisors Preferred
Maryland
$865K +$788K +10,105 New
IIM
216
INTECH Investment Management
Florida
$854K +$387K +4,969 +95%
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$849K +$1.95K +25 +0.2%
HFS
218
Hantz Financial Services
Michigan
$843K -$18.7K -240 -2%
NSEDCP
219
NJ State Employees Deferred Compensation Plan
New Jersey
$840K – – –
GAM
220
Groupama Asset Management
France
$838K – – –
SRL
221
Scientech Research LLC
New Jersey
$810K +$752K +9,653 New
Stifel Financial
222
Stifel Financial
Missouri
$805K -$60.4K -775 -7%
WAM
223
Westport Asset Management
Connecticut
$798K – – –
CB
224
Commerce Bank
Missouri
$791K – – –
Wellington Management Group
225
Wellington Management Group
Massachusetts
$784K +$728K +9,337 New
7 8
9
10 11

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.