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Lamb Weston

470 hedge funds and large institutions have $5.21B invested in Lamb Weston in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 176 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $6.84M

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

7% more capital invested

Capital invested by funds: $4.85B → $5.21B (+$356M)

4% more funds holding

Funds holding: 452470 (+18)

1.98% more ownership

Funds ownership: 78.93%80.91% (+2%)

21% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 176

Holders
470
Holders Change
+18
Holders Change %
+3.98%
% of All Funds
11.72%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
53
Increased
139
Reduced
176
Closed
30
Calls
$23.4M
Puts
$6.84M
Net Calls
+$16.5M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
MCF Advisors
Kentucky
$83K +$11.7K +266 +17%
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$73K
AOWM
353
Alpha Omega Wealth Management
Virginia
$66K -$5.84K -133 -8%
SFG
354
SevenBridge Financial Group
Pennsylvania
$64K
OAM
355
Oppenheimer Asset Management
New York
$63K -$1.1K -25 -2%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$60K +$7.91K +180 +15%
SNT
357
Security National Trust
West Virginia
$57K
VanEck Associates
358
VanEck Associates
New York
$56K -$2.72K -62 -5%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$55K +$13.9K +317 +34%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.3K +$54.2K +1,233 New
TCOV
361
Trust Company of Vermont
Vermont
$54K -$2.9K -66 -5%
NSIM
362
North Star Investment Management
Illinois
$53K +$38K +866 +260%
ARMT
363
Amica Retiree Medical Trust
Rhode Island
$44K
PO
364
Private Ocean
California
$44K
AWM
365
Avior Wealth Management
Nebraska
$42K
WAM
366
Wealthspire Advisors (Maryland)
Maryland
$42K +$26.9K +613 +178%
LWCFA
367
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
AIM
368
Acrospire Investment Management
Illinois
$36K -$43.9K -1,000 -55%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$36K -$18.3K -417 -33%
WTC
370
WhitTier Trust Company
Nevada
$34K +$12.2K +278 +56%
TRCT
371
Tower Research Capital (TRC)
New York
$31K -$153K -3,479 -83%
TWA
372
TCI Wealth Advisors
Arizona
$30K
HR
373
Howe & Rusling
New York
$29K -$1.45K -33 -5%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$29K
PFO
375
Pathstone Family Office
New Jersey
$27K +$26.2K +597 +8,529%

LW Hedge Fund Activity: Q2 2017 in Review

470 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2017, worth a combined $5.21B — up 7.3% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LW positions and 30 closed out — a net gain of 23 holders — while 139 added to existing stakes and 176 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $117M. The largest seller was Numeric Investors, exiting entirely with an estimated $60.6M sold.

  • 470 institutional investors held Lamb Weston (LW) as of Q2 2017, up from 452 in Q1 2017.
  • Funds reported $5.21B of Lamb Weston stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 53 funds opened new Lamb Weston positions in Q2 2017 and 30 closed out, a net change of +23 holders.
  • The largest Lamb Weston buyer in Q2 2017 was Janus Henderson Group, an estimated $117M added.
  • The largest Lamb Weston seller in Q2 2017 was Numeric Investors, an estimated $60.6M sold.

Based on aggregated 13F filings for Q2 2017.