Lumentum
LITE
274 hedge funds and large institutions have $2.09B invested in Lumentum in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 92 increasing their positions, 83 reducing their positions, and 40 closing their positions.
182% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $9.39M
89.75% more ownership
Funds ownership: 0% → 89.75% (+90%)
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 83
5% more funds holding
Funds holding: 262 → 274 (+12)
4% more capital invested
Capital invested by funds: $2B → $2.09B (+$86.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$47.7M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$24.4M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$22.3M |
| 4 |
QAM
Quentec Asset Management
New York
|
+$20.3M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$26M |
| 2 |
TA
Teachers Advisors
New York
|
-$16.7M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$14.6M |
| 4 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$10.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$9.38M |
LITE Hedge Fund Activity: Q4 2016 in Review
274 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2016, worth a combined $2.09B — up 4.3% from $2B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new LITE positions and 40 closed out — a net gain of 19 holders — while 92 added to existing stakes and 83 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $47.7M. The largest seller was Wellington Management Group, cutting an estimated $26M.
- 274 institutional investors held Lumentum (LITE) as of Q4 2016, up from 262 in Q3 2016.
- Funds reported $2.09B of Lumentum stock for Q4 2016, up 4.3% quarter-over-quarter.
- 59 funds opened new Lumentum positions in Q4 2016 and 40 closed out, a net change of +19 holders.
- The largest Lumentum buyer in Q4 2016 was Citadel Advisors, an estimated $47.7M added.
- The largest Lumentum seller in Q4 2016 was Wellington Management Group, an estimated $26M sold.
Based on aggregated 13F filings for Q4 2016.