Lument Finance Trust Inc.

13F holders, Q4 2024 (December 31)
49holders +1
7new positions
5sold out
3famous investors
$2.58avg. 13F price*

At the end of Q4 2024, 49 institutions reported holding Lument Finance Trust Inc. in their 13F filings, up 1 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were AXA S.A. ($8.6M), Vanguard Group Inc. ($4.2M) and Punch & Associates Investment Management, Inc. ($3.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Lument Finance Trust Inc.
CUSIP
55025L108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 41Q1 2024Q2 2024: 45Q2 2024Q3 2024: 48Q3 2024Q4 2024: 49Q4 2024Q1 2025: 58Q1 2025Q2 2025: 57Q2 2025Q3 2025: 63Q3 2025Q4 2025: 63Q4 2025Q1 2026: 64Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$496K
Exits5$176K

All 13F filers, Q3 2024 → Q4 2024: 566,007 shares bought and 730,960 shares sold, net −164,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

AXA S.A. 0.03% No change 3,340,780 $8.6M
Vanguard Group Inc. 0.00% No change 1,618,911 $4.2M
Punch & Associates Investment Management, Inc. 0.18% Reduce -8.8% 1,282,045 $3.3M
Melia Wealth LLC 0.98% Add +3.5% 727,365 $1.9M
Geode Capital Management, LLC 0.00% Add +1.1% 443,701 $1.1M
Susquehanna International Group, LLP 0.00% Add +398.9% 239,545 $618K
Deltec Asset Management LLC 0.12% Reduce -43.0% 227,700 $587K
BlackRock, Inc. 0.00% Add +14.5% 214,777 $554K
Renaissance Technologies 0.00% Reduce -8.9% 210,241 $542K
Qube Research & Technologies Ltd 0.00% Add +101.6% 129,834 $335K
State Street Corp. 0.00% Add +9.1% 116,855 $321K
Corsair Capital Management, L.P. 0.05% No change 89,631 $231K
Northern Trust Corp. 0.00% Add +7.5% 85,750 $221K
LSV Asset Management 0.00% No change 65,735 $170K
Hillsdale Investment Management Inc. 0.01% Reduce -4.6% 62,000 $160K
Millennium Management 0.00% New 61,951 $160K
NewEdge Advisors, LLC 0.00% Add +79.2% 61,179 $158K
Foundations Investment Advisors, LLC 0.00% Add +32.2% 60,378 $156K
PL Capital Advisors, LLC 0.05% Reduce -79.0% 60,203 $155K
Clear Harbor Asset Management, LLC 0.01% No change 58,045 $150K
Jane Street Group, LLC 0.00% New 57,500 $148K
Schonfeld Strategic Advisors LLC 0.00% New 33,530 $87K
Osaic Holdings, Inc. 0.00% Add +2.5% 26,650 $69K
Charles Schwab Investment Management Inc. 0.00% No change 24,035 $62K
Citigroup Inc. 0.00% Reduce -41.4% 23,605 $61K
Cerity Partners LLC 0.00% No change 22,715 $60K
Aster Capital Management (DIFC) Ltd 0.02% No change 20,490 $53K
Balyasny Asset Management L.P. 0.00% New 18,801 $49K
Y-Intercept (Hong Kong) Ltd 0.00% New 18,505 $48K
Raymond James Financial Inc. 0.00% — 18,466 $48K
Citadel Advisors 0.00% Reduce -14.5% 12,713 $33K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -7.0% 11,880 $31K
Arlington Trust Co LLC 0.01% No change 11,000 $28K
Lion Street Advisors, LLC 0.01% No change 10,706 $28K
Nisa Investment Advisors, LLC 0.00% No change 10,000 $28K
Acadian Asset Management LLC 0.00% Reduce -65.8% 10,205 $26K
James Investment Research, Inc. 0.00% No change 10,000 $26K
Barclays PLC 0.00% Reduce -80.0% 9,467 $24K
Morgan Stanley 0.00% Add +20.7% 3,446 $9K
Harbour Investments, Inc. 0.00% Add +3.1% 3,373 $9K
Cubist Systematic Strategies, LLC 0.00% New 1,400 $4K
Capital Advisors, Ltd. LLC 0.00% Add +1142.6% 1,255 $3K
Wells Fargo & Company 0.00% Add +318.1% 807 $2K
FMR LLC 0.00% Reduce -17.8% 693 $2K
Glenmede Trust Co. NA 0.00% Reduce -98.8% 409 $1K
Point72 (DIFC) Ltd 0.00% New 400 $1K
Bank of America Corp. 0.00% Reduce -22.3% 341 $880
UBS Group AG 0.00% Reduce -98.0% 81 $209
JPMorgan Chase & Co. 0.00% Reduce -73.7% 73 $188

"% of holder's portfolio" is LUMENT FINANCE TRUST INC's weight in each manager's 13F, not the share of Lument Finance Trust Inc. the manager owns.