Lumentum
LITE
366 hedge funds and large institutions have $2.77B invested in Lumentum in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 151 increasing their positions, 77 reducing their positions, and 78 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 77
27% more call options, than puts
Call options by funds: $102M | Put options by funds: $79.8M
13% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 78
2% more funds holding
Funds holding: 359 → 366 (+7)
13.42% less ownership
Funds ownership: 102.09% → 88.67% (-13%)
29% less capital invested
Capital invested by funds: $3.88B → $2.77B (-$1.11B)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$74.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$67.5M |
| 3 |
Neuberger Berman Group
New York
|
+$44.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$32M |
| 5 |
Renaissance Technologies
New York
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$165M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$81.5M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$61M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$37M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$25.6M |
LITE Hedge Fund Activity: Q4 2018 in Review
366 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2018, worth a combined $2.77B — down 29% from $3.88B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new LITE positions and 78 closed out — a net gain of 10 holders — while 151 added to existing stakes and 77 trimmed.
The largest buyer was BlackRock, adding an estimated $74.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $165M.
- 366 institutional investors held Lumentum (LITE) as of Q4 2018, up from 359 in Q3 2018.
- Funds reported $2.77B of Lumentum stock for Q4 2018, down 29% quarter-over-quarter.
- 88 funds opened new Lumentum positions in Q4 2018 and 78 closed out, a net change of +10 holders.
- The largest Lumentum buyer in Q4 2018 was BlackRock, an estimated $74.3M added.
- The largest Lumentum seller in Q4 2018 was T. Rowe Price Associates, an estimated $165M sold.
Based on aggregated 13F filings for Q4 2018.