Lumentum
LITE
301 hedge funds and large institutions have $3.59B invested in Lumentum in 2017 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 35 closing their positions.
173% more call options, than puts
Call options by funds: $177M | Put options by funds: $64.7M
69% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 35
15% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 92
14% more capital invested
Capital invested by funds: $3.14B → $3.59B (+$451M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
8% more funds holding
Funds holding: 279 → 301 (+22)
6.33% more ownership
Funds ownership: 96.43% → 102.77% (+6.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$59.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$37.9M |
| 3 |
CCI
Columbus Circle Investors
|
+$32.7M |
| 4 |
Walleye Trading
New York
|
+$26.9M |
| 5 |
BlackRock
New York
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$39.7M |
| 2 |
NC
Nokomis Capital
Dallas,
Texas
|
-$30.6M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$24.6M |
| 4 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$17.6M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$14M |
LITE Hedge Fund Activity: Q2 2017 in Review
301 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2017, worth a combined $3.59B — up 14% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new LITE positions and 35 closed out — a net gain of 24 holders — while 106 added to existing stakes and 92 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $59.4M. The largest seller was Westfield Capital Management, cutting an estimated $39.7M.
- 301 institutional investors held Lumentum (LITE) as of Q2 2017, up from 279 in Q1 2017.
- Funds reported $3.59B of Lumentum stock for Q2 2017, up 14% quarter-over-quarter.
- 59 funds opened new Lumentum positions in Q2 2017 and 35 closed out, a net change of +24 holders.
- The largest Lumentum buyer in Q2 2017 was Bank of New York Mellon, an estimated $59.4M added.
- The largest Lumentum seller in Q2 2017 was Westfield Capital Management, an estimated $39.7M sold.
Based on aggregated 13F filings for Q2 2017.