Lumentum
LITE
183 hedge funds and large institutions have $862M invested in Lumentum in 2015 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 23 closing their positions.
328% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $560K
122% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 23
32% more capital invested
Capital invested by funds: $655M → $862M (+$207M)
28% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 43
17% more funds holding
Funds holding: 156 → 183 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
AO Asset Management
New York
|
+$20.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$9.79M |
| 3 |
PA
Pinnacle Associates
New York
|
+$8.18M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$7.96M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$23.6M |
| 2 |
SFM
Soros Fund Management
New York
|
-$13.4M |
| 3 |
Jennison Associates
New York
|
-$13.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.55M |
| 5 |
Goldman Sachs
New York
|
-$7.46M |
LITE Hedge Fund Activity: Q4 2015 in Review
183 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2015, worth a combined $862M — up 32% from $655M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new LITE positions and 23 closed out — a net gain of 28 holders — while 55 added to existing stakes and 43 trimmed.
The largest buyer was AO Asset Management, opening a new position worth an estimated $20.4M. The largest seller was Cambiar Investors, exiting entirely with an estimated $23.6M sold.
- 183 institutional investors held Lumentum (LITE) as of Q4 2015, up from 156 in Q3 2015.
- Funds reported $862M of Lumentum stock for Q4 2015, up 32% quarter-over-quarter.
- 51 funds opened new Lumentum positions in Q4 2015 and 23 closed out, a net change of +28 holders.
- The largest Lumentum buyer in Q4 2015 was AO Asset Management, an estimated $20.4M added.
- The largest Lumentum seller in Q4 2015 was Cambiar Investors, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2015.