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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
226
Patton Fund Management
Texas
$3.63M -$270K -2,423 -7%
Korea Investment Corp
227
Korea Investment Corp
South Korea
$3.54M -$1.78M -15,995 -34%
EWM
228
Elite Wealth Management
Washington
$3.54M
TPSF
229
Texas Permanent School Fund
Texas
$3.51M +$62.5K +560 +2%
DnB Asset Management
230
DnB Asset Management
Norway
$3.42M
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.37M +$285K +2,556 +10%
YCM
232
Yousif Capital Management
Michigan
$3.36M +$977K +8,758 +43%
SWM
233
Spire Wealth Management
Virginia
$3.33M +$29.9K +268 +0.9%
CG
234
Castellan Group
Kentucky
$3.31M -$347K -3,115 -10%
II
235
IFM Investors
Australia
$3.29M +$189K +1,691 +6%
LSV Asset Management
236
LSV Asset Management
Illinois
$3.26M
RFWA
237
RPg Family Wealth Advisory
Massachusetts
$3.23M +$3.13M +28,082 New
LOIM
238
Liberty One Investment Management
Illinois
$3.22M -$174K -1,564 -5%
Nomura Holdings
239
Nomura Holdings
Japan
$3.21M -$3.69M -33,048 -54%
NYLIM
240
New York Life Investment Management
New York
$3.21M +$778K +6,976 +33%
OIA
241
OneDigital Investment Advisors
Kansas
$3.15M
CI
242
Cavalier Investments
Georgia
$3.14M +$3.04M +27,281 New
VIM
243
Vinva Investment Management
Australia
$3.13M -$1.1M -9,863 -26%
CSS
244
Cubist Systematic Strategies
Connecticut
$3.11M -$17.5M -156,927 -85%
Truist Financial
245
Truist Financial
North Carolina
$3.08M +$30.7K +275 +1%
Handelsbanken Fonder
246
Handelsbanken Fonder
Sweden
$3.06M +$625K +5,600 +27%
CIC
247
Chase Investment Counsel
Virginia
$3.04M -$46K -412 -2%
DADC
248
D.A. Davidson & Co
Montana
$3.03M -$48K -430 -2%
TAF
249
Tredje AP-fonden
Sweden
$3.02M -$468K -4,200 -14%
KTA
250
Keeley-Teton Advisors
Illinois
$3M -$65.5K -587 -2%

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.