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Lamb Weston

457 hedge funds and large institutions have $5.51B invested in Lamb Weston in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 144 increasing their positions, 162 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.97M

6% more capital invested

Capital invested by funds: $5.21B → $5.51B (+$305M)

0.51% less ownership

Funds ownership: 80.91%80.41% (-0.51%)

3% less funds holding

Funds holding: 470457 (-13)

11% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 162

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
457
Holders Change
-13
Holders Change %
-2.77%
% of All Funds
11.39%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
42
Increased
144
Reduced
162
Closed
50
Calls
$11.9M
Puts
$3.97M
Net Calls
+$7.98M
Net Calls Change
-$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
351
Amica Retiree Medical Trust
Rhode Island
$47K
PO
352
Private Ocean
California
$47K
AWM
353
Avior Wealth Management
Nebraska
$45K
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$45K +$314 +7 +0.7%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K +$224 +5 +0.6%
WTC
356
WhitTier Trust Company
Nevada
$36K
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$34K -$4.26K -95 -11%
PA
358
Parallel Advisors
California
$34K +$4.84K +108 +20%
TWA
359
TCI Wealth Advisors
Arizona
$32K
EDRH
360
Edmond de Rothschild Holding
Switzerland
$31K
HR
361
Howe & Rusling
New York
$31K
FQ
362
First Quadrant
California
$27K
RE
363
RBC Europe
United Kingdom
$25.8K +$24.7K +550 New
RFM
364
Royal Fund Management
Florida
$25K
VFA
365
Valeo Financial Advisors
Indiana
$25K +$23.9K +532 New
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$23.4K -$493 -11 -2%
CSS
367
Cubist Systematic Strategies
Connecticut
$23K -$1.94M -43,186 -99%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$23K +$22.4K +499 New
SIC
369
Salem Investment Counselors
North Carolina
$22K +$3.9K +87 +23%
GBT
370
Grove Bank & Trust
Florida
$22K +$18.8K +420 +977%
HFM
371
Hartford Financial Management
Connecticut
$21K
FPFS
372
First Personal Financial Services
North Carolina
$20K
MCM
373
Manchester Capital Management
Vermont
$20K
WTB
374
Washington Trust Bank
Washington
$20K
HCM
375
Highlander Capital Management
New Jersey
$20K +$14.9K +333 +401%

LW Hedge Fund Activity: Q3 2017 in Review

457 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2017, worth a combined $5.51B — up 5.9% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LW and 42 opened new positions — a net loss of 8 holders — while 162 trimmed existing stakes and 144 added.

The largest buyer was Capital Research Global Investors, adding an estimated $190M. The largest seller was Deccan Value Investors, exiting entirely with an estimated $120M sold.

  • 457 institutional investors held Lamb Weston (LW) as of Q3 2017, down from 470 in Q2 2017.
  • Funds reported $5.51B of Lamb Weston stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 42 funds opened new Lamb Weston positions in Q3 2017 and 50 closed out, a net change of -8 holders.
  • The largest Lamb Weston buyer in Q3 2017 was Capital Research Global Investors, an estimated $190M added.
  • The largest Lamb Weston seller in Q3 2017 was Deccan Value Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2017.