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Lamb Weston

527 hedge funds and large institutions have $6.98B invested in Lamb Weston in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 155 increasing their positions, 166 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $5.75M

47% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 506527 (+21)

1.1% more ownership

Funds ownership: 80.86%81.96% (+1.1%)

5% more capital invested

Capital invested by funds: $6.67B → $6.98B (+$304M)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 166

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
12.08%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
88
Increased
155
Reduced
166
Closed
60
Calls
$43.1M
Puts
$5.75M
Net Calls
+$37.4M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
326
Phocas Financial Corp
California
$384K
AL
327
Arnhold LLC
New York
$383K +$373K +6,587 New
AF
328
Advisornet Financial
Minnesota
$376K +$250K +4,425 +217%
CNBT
329
Canandaigua National Bank & Trust
New York
$374K +$364K +6,423 New
FPCM
330
Financial Partners Capital Management
New York
$362K -$8.49K -150 -2%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$355K -$3.4K -60 -1%
AP
332
Advisor Partners
California
$352K -$29.6K -523 -8%
GVT
333
Genesee Valley Trust
New York
$347K +$364K +6,423 New
DHFB
334
Dixon Hubard Feinour & Brown
Virginia
$339K -$28.3K -500 -8%
PAM
335
Panagora Asset Management
Massachusetts
$339K
JIC
336
Johnson Investment Counsel
Ohio
$338K +$396 +7 +0.1%
AT
337
Arden Trust
Delaware
$333K -$9.28K -164 -3%
JG
338
Jefferies Group
New York
$330K -$1.14M -20,123 -78%
OFG
339
OmniStar Financial Group
North Carolina
$321K +$312K +5,515 New
FC
340
Ferris Capital
Massachusetts
$319K +$509 +9 +0.2%
CTC
341
Central Trust Company
Missouri
$317K -$42.8K -756 -12%
FAAS
342
First Allied Advisory Services
California
$315K +$43.3K +765 +17%
IA
343
Icon Advisers
Colorado
$315K +$306K +5,405 New
DC
344
Diametric Capital
Massachusetts
$315K +$306K +5,406 New
CI
345
Cigna Investments
Connecticut
$312K
CAN
346
Cetera Advisor Networks
California
$305K -$4.7K -83 -2%
WP
347
WealthPLAN Partners
Nebraska
$302K +$27.9K +493 +11%
AI
348
Atria Investments
North Carolina
$302K +$294K +5,195 New
SPIA
349
Steward Partners Investment Advisory
New York
$293K +$55.5K +980 +24%
IB
350
Intrust Bank
Kansas
$293K +$285K +5,032 New

LW Hedge Fund Activity: Q1 2018 in Review

527 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2018, worth a combined $6.98B — up 4.6% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new LW positions and 60 closed out — a net gain of 28 holders — while 155 added to existing stakes and 166 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $91.7M sold.

  • 527 institutional investors held Lamb Weston (LW) as of Q1 2018, up from 506 in Q4 2017.
  • Funds reported $6.98B of Lamb Weston stock for Q1 2018, up 4.6% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q1 2018 and 60 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2018 was Capital Research Global Investors, an estimated $101M added.
  • The largest Lamb Weston seller in Q1 2018 was Kensico Capital Management, an estimated $91.7M sold.

Based on aggregated 13F filings for Q1 2018.