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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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$1.26M -$83.7K -750 -6%
AA
352
ALPS Advisors
Colorado
$1.22M +$264K +2,363 +29%
Nordea Investment Management
353
Nordea Investment Management
Sweden
$1.22M -$107K -955 -8%
CGH
354
Crossmark Global Holdings
Texas
$1.22M +$79.8K +715 +6%
WJWM
355
Williams Jones Wealth Management
New York
$1.21M +$122K +1,098 +12%
NB
356
Norinchukin Bank
Japan
$1.2M +$194K +1,743 +20%
PA
357
Procyon Advisors
Connecticut
$1.19M -$50.1K -449 -4%
HIMCH
358
Hartford Investment Management Co (HIMCO)
Connecticut
$1.18M -$207K -1,857 -15%
OAM
359
Ostrum Asset Management
France
$1.18M -$25.4K -228 -2%
ACM
360
Argyle Capital Management
Pennsylvania
$1.15M -$74.3K -666 -6%
UFF
361
USA Financial Formulas
Michigan
$1.13M -$61.8K -554 -5%
Rafferty Asset Management
362
Rafferty Asset Management
New York
$1.12M +$115K +1,027 +12%
FNA
363
First National Advisers
Nebraska
$1.08M -$4.46K -40 -0.4%
CIC
364
Crawford Investment Counsel
Georgia
$1.08M -$2.79K -25 -0.3%
PP
365
Prudential plc
United Kingdom
$1.08M -$5.8K -52 -0.6%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$1.07M +$76K +681 +8%
XT
367
XTX Topco
Cayman Islands
$1.06M +$1.03M +9,237 New
IP
368
Interval Partners
New York
$1.04M -$39M -349,624 -97%
BG
369
Bahl & Gaynor
Ohio
$1.04M +$16.4K +147 +2%
LSERS
370
Louisiana State Employees Retirement System
Louisiana
$1.03M -$44.6K -400 -4%
KCM
371
Kornitzer Capital Management
Kansas
$1.03M
BCV
372
Banque Cantonale Vaudoise
Switzerland
$1.03M -$814K -7,300 -45%
MA
373
Montag & Associates
Georgia
$1.02M -$184K -1,650 -16%
GS
374
GTS Securities
New York
$1.01M +$977K +8,763 New
D.E. Shaw & Co
375
D.E. Shaw & Co
New York
$1M -$807K -7,237 -45%

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.