We are live on ! Find out more
LITE icon

Lumentum

449 hedge funds and large institutions have $6.23B invested in Lumentum in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 42

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

34% more capital invested

Capital invested by funds: $4.65B → $6.23B (+$1.59B)

17% more funds holding

Funds holding: 385449 (+64)

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

0.24% more ownership

Funds ownership: 107.77%108.01% (+0.24%)

29% less call options, than puts

Call options by funds: $120M | Put options by funds: $170M

Holders
449
Holders Change
+64
Holders Change %
+16.62%
% of All Funds
5.91%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
110
Increased
140
Reduced
123
Closed
42
Calls
$120M
Puts
$170M
Net Calls
-$49.9M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$620M -$4.31M -55,292 -0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$571M -$244M -3,136,732 -32%
BlackRock
3
BlackRock
New York
$564M +$43.3M +555,884 +9%
Invesco
4
Invesco
Georgia
$563M +$101K +1,293 +0%
Capital World Investors
5
Capital World Investors
California
$302M +$146M +1,871,572 +108%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$248M -$80.7M -1,035,331 -26%
State Street
7
State Street
Massachusetts
$185M +$8.73M +111,949 +5%
AM
8
Atreides Management
Massachusetts
$147M +$5.01M +64,302 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$144M +$1.8M +23,136 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$115M +$87.9M +1,128,119 +461%
N
11
Nuveen
North Carolina
$103M +$47.6M +610,938 +99%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$100M +$736K +9,442 +0.8%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.5M -$3.75M -48,056 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$86.7M -$14M -179,481 -15%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$86.6M -$39.1M -502,064 -33%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$70.4M +$4.91M +62,937 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$69.6M -$6.33M -81,224 -9%
Norges Bank
18
Norges Bank
Norway
$69M +$13.4M +171,673 +26%
Charles Schwab
19
Charles Schwab
California
$62M -$9.43K -121 -0%
Northern Trust
20
Northern Trust
Illinois
$58.8M +$8.53M +109,430 +19%
Fisher Asset Management
21
Fisher Asset Management
Washington
$57.7M +$8.48M +108,740 +19%
Morgan Stanley
22
Morgan Stanley
New York
$55.1M +$12.1M +155,805 +31%
Two Sigma Investments
23
Two Sigma Investments
New York
$52.9M -$12.4M -159,473 -20%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$52M -$41.7M -534,427 -46%
Millennium Management
25
Millennium Management
New York
$45M -$30.1M -386,767 -42%

LITE Hedge Fund Activity: Q4 2024 in Review

449 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2024, worth a combined $6.23B — up 34% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new LITE positions and 42 closed out — a net gain of 68 holders — while 140 added to existing stakes and 123 trimmed.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Fidelity Investments, cutting an estimated $244M.

  • 449 institutional investors held Lumentum (LITE) as of Q4 2024, up from 385 in Q3 2024.
  • Funds reported $6.23B of Lumentum stock for Q4 2024, up 34% quarter-over-quarter.
  • 110 funds opened new Lumentum positions in Q4 2024 and 42 closed out, a net change of +68 holders.
  • The largest Lumentum buyer in Q4 2024 was Capital World Investors, an estimated $146M added.
  • The largest Lumentum seller in Q4 2024 was Fidelity Investments, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.