Lumentum
LITE
357 hedge funds and large institutions have $3.82B invested in Lumentum in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 142 reducing their positions, and 63 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more capital invested
Capital invested by funds: $3.16B → $3.82B (+$658M)
4.33% more ownership
Funds ownership: 104.33% → 108.66% (+4.3%)
8% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 63
2% less funds holding
Funds holding: 366 → 357 (-9)
39% less call options, than puts
Call options by funds: $86.6M | Put options by funds: $142M
44% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$56.8M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$51.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.9M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$87.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$41.4M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$21.8M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$17.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.7M |
LITE Hedge Fund Activity: Q4 2023 in Review
357 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2023, worth a combined $3.82B — up 21% from $3.16B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of LITE and 58 opened new positions — a net loss of 5 holders — while 142 trimmed existing stakes and 80 added.
The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $87.3M sold.
- 357 institutional investors held Lumentum (LITE) as of Q4 2023, down from 366 in Q3 2023.
- Funds reported $3.82B of Lumentum stock for Q4 2023, up 21% quarter-over-quarter.
- 58 funds opened new Lumentum positions in Q4 2023 and 63 closed out, a net change of -5 holders.
- The largest Lumentum buyer in Q4 2023 was Morgan Stanley, an estimated $62.2M added.
- The largest Lumentum seller in Q4 2023 was Capital Research Global Investors, an estimated $87.3M sold.
Based on aggregated 13F filings for Q4 2023.