We are live on ! Find out more
LW icon

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
CFA
351
Capstone Financial Advisors
Illinois
$291K +$283K +5,000 New
SA
352
SL Advisors
New Jersey
$284K -$24K -424 -8%
FA
353
FDx Advisors
Illinois
$281K +$273K +4,820 New
SOAMC
354
Spirit of America Management Corp
New York
$279K
WB
355
WesBanco Bank
West Virginia
$271K -$3.79K -67 -1%
WAM
356
Weatherly Asset Management
California
$264K -$1.13K -20 -0.4%
HAIM
357
Hunter Associates Investment Management
Pennsylvania
$256K +$26.3K +464 +12%
SBIA
358
Sheaff Brock Investment Advisors
Indiana
$255K -$7.53K -133 -3%
W
359
Wealthfront
California
$252K +$5.72K +101 +2%
MML Investors Services
360
MML Investors Services
Massachusetts
$248K +$241K +4,258 New
CCM
361
Cadence Capital Management
Massachusetts
$246K -$1.51M -26,711 -86%
JMPWA
362
JP Morgan Private Wealth Advisors
California
$245K +$13.5K +239 +6%
CK
363
Cohen Klingenstein
New York
$241K
SIA
364
Starfire Investment Advisers
Michigan
$231K +$225K +3,974 New
LNWWM
365
Laird Norton Wetherby Wealth Management
California
$229K
BC
366
Brinker Capital
Pennsylvania
$229K +$223K +3,932 New
ASN
367
Advisory Services Network
Georgia
$226K +$37.6K +665 +21%
SF
368
Synovus Financial
Georgia
$221K +$215K +3,795 New
MAM
369
Meeder Asset Management
Ohio
$217K -$1.65M -29,140 -89%
RJT
370
Raymond James Trust
Florida
$214K -$182K -3,215 -47%
First Manhattan
371
First Manhattan
New York
$213K
VAM
372
Visionary Asset Management
Texas
$210K +$201K +3,548 New
CC
373
Cadinha & Co
Hawaii
$206K +$200K +3,533 New
Lido Advisors
374
Lido Advisors
California
$206K +$200K +3,540 New
JWBC
375
J.W. Burns & Co
New York
$206K +$200K +3,542 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.