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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
TRSOTSOK
326
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M -$28.2K -253 -2%
PAS
327
Park Avenue Securities
New York
$1.48M +$236K +2,120 +20%
DC
328
Davenport & Co
Virginia
$1.48M +$51.1K +458 +4%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$1.46M +$15.7K +141 +1%
SCP
330
Syntal Capital Partners
Texas
$1.44M -$194K -1,736 -12%
CFA
331
Capstone Financial Advisors
Illinois
$1.42M +$9.26K +83 +0.7%
OC
332
Oppenheimer & Co
New York
$1.42M -$269K -2,411 -16%
OIS
333
Okabena Investment Services
Minnesota
$1.4M +$1.36M +12,170 New
GI
334
GAMCO Investors
Connecticut
$1.4M -$12.3K -110 -0.9%
Mackenzie Financial
335
Mackenzie Financial
Ontario, Canada
$1.39M -$2.01M -18,006 -60%
SAM
336
Securian Asset Management
Minnesota
$1.39M +$2.23K +20 +0.2%
EMPI
337
Elo Mutual Pension Insurance
Finland
$1.38M +$71.2K +638 +6%
API
338
Advisor Partners II
California
$1.38M +$224K +2,010 +20%
UIM
339
USS Investment Management
United Kingdom
$1.36M +$1.32M +11,800 New
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$1.35M -$45.4K -407 -3%
KRS
341
Kentucky Retirement Systems
Kentucky
$1.35M +$37.9K +340 +3%
OAM
342
Oppenheimer Asset Management
New York
$1.34M -$127K -1,136 -9%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$1.32M +$81.8K +733 +7%
PAG
344
Private Advisory Group
Washington
$1.3M -$55.8K -500 -4%
SAM
345
Shell Asset Management
Netherlands
$1.3M -$560K -5,022 -31%
PFO
346
Pathstone Family Office
New Jersey
$1.3M +$235K +2,111 +24%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$1.29M
AAM
348
Advisors Asset Management
Colorado
$1.28M -$2.68K -24 -0.2%
GAM
349
Gotham Asset Management
New York
$1.27M -$432K -3,872 -26%
FLI
350
Family Legacy Inc
South Carolina
$1.26M -$12.2K -109 -1%

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.