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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
351
USA Financial Formulas
Michigan
$1.09M +$1.03M +10,427 New
ASN
352
Advisory Services Network
Georgia
$1.08M +$64.3K +650 +7%
API
353
Advisor Partners II
California
$1.04M -$53.6K -542 -5%
FNA
354
First National Advisers
Nebraska
$991K +$50.6K +512 +6%
PP
355
Prudential plc
United Kingdom
$987K +$1.09K +11 +0.1%
CIC
356
Crawford Investment Counsel
Georgia
$987K +$119K +1,205 +15%
WJWM
357
Williams Jones Wealth Management
New York
$985K +$198 +2 +0%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$982K +$9.89K +100 +1%
BF
359
BOK Financial
Oklahoma
$962K -$295K -2,979 -24%
KCM
360
Kornitzer Capital Management
Kansas
$941K
BG
361
Bahl & Gaynor
Ohio
$927K -$68.2K -690 -7%
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$917K +$795K +8,042 +1,105%
NB
363
Norinchukin Bank
Japan
$911K +$27.3K +276 +3%
Rafferty Asset Management
364
Rafferty Asset Management
New York
$909K +$63.6K +643 +8%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$898K +$83.8K +847 +11%
PFO
366
Pathstone Family Office
New Jersey
$880K -$1.53M -15,437 -64%
PFA
367
Professional Financial Advisors
Nebraska
$874K
NSEDCP
368
NJ State Employees Deferred Compensation Plan
New Jersey
$871K
AA
369
ALPS Advisors
Colorado
$866K +$373K +3,776 +84%
AFWM
370
AMJ Financial Wealth Management
Virginia
$852K -$45.7K -462 -5%
CAN
371
Cetera Advisor Networks
California
$848K +$34.8K +352 +5%
MMA
372
Miracle Mile Advisors
California
$847K
ACM
373
Ascendant Capital Management
California
$836K +$791K +8,000 New
MUAMU
374
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$836K -$3.16M -32,000 -80%
SCM
375
Shelton Capital Management
Colorado
$831K +$787K +7,955 New

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.