Lumentum
LITE
357 hedge funds and large institutions have $3.76B invested in Lumentum in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 81 increasing their positions, 141 reducing their positions, and 63 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more capital invested
Capital invested by funds: $3.16B → $3.76B (+$602M)
2.74% more ownership
Funds ownership: 104.32% → 107.06% (+2.7%)
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
43% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$56.8M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$51.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.9M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$24.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$19.8M |
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 6,869 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2023, worth a combined $3.76B — up 19% 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 141 trimmed existing stakes and 81 added.
The largest buyer was Invesco, adding an estimated $56.8M. 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 $3.76B of Lumentum stock for Q4 2023, up 19% 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 Invesco, an estimated $56.8M 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.