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
HC
376
Hourglass Capital
Texas
$205K +$199K +3,521 New
WCM
377
Weik Capital Management
Pennsylvania
$204K +$198K +3,500 New
OMCS
378
Old Mutual Customised Solutions
South Africa
$196K
SFM
379
Signet Financial Management
New Jersey
$194K +$189K +3,333 New
PK
380
Pflug Koory
Nebraska
$181K
MOS
381
MGO One Seven
Ohio
$177K +$165K +2,917 +2,451%
SFPIA
382
Stevens First Principles Investment Advisors
California
$176K +$88.1K +1,557 +3,621%
HNB
383
Huntington National Bank
Ohio
$166K -$27.3K -482 -14%
FNB
384
Farmers National Bank
Kentucky
$163K -$116K -2,053 -42%
FMT
385
First Mercantile Trust
Tennessee
$163K
APA
386
American Portfolios Advisors
New York
$157K +$151K +2,674 +16,713%
Robeco Institutional Asset Management
387
Robeco Institutional Asset Management
Netherlands
$156K
CPIG
388
Chicago Partners Investment Group
Illinois
$140K
IA
389
IFP Advisors
Florida
$140K
YWP
390
YorkBridge Wealth Partners
New York
$137K +$30.4K +537 +33%
GWM
391
Geneos Wealth Management
Colorado
$136K +$3.73K +66 +3%
APP
392
Avantax Planning Partners
Iowa
$119K +$116K +2,042 New
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$115K
GC
394
Globeflex Capital
California
$110K
MA
395
MCF Advisors
Kentucky
$109K
CG
396
Cutler Group
California
$105K -$248K -4,389 -71%
Toronto Dominion Bank
397
Toronto Dominion Bank
Ontario, Canada
$97K
TDC
398
Thompson Davis & Co
Virginia
$96K +$92.9K +1,641 New
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.8K +$15K +265 +20%
PCM
400
Prelude Capital Management
New York
$88K +$85.2K +1,506 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.