We are live on ! Find out more
LW icon

Lamb Weston

594 hedge funds and large institutions have $10.1B invested in Lamb Weston in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 183 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 53

55% more call options, than puts

Call options by funds: $81M | Put options by funds: $52.2M

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

10% more capital invested

Capital invested by funds: $9.12B → $10.1B (+$934M)

7% more funds holding

Funds holding: 557594 (+37)

1.58% more ownership

Funds ownership: 88.9%90.48% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 186

Holders
594
Holders Change
+37
Holders Change %
+6.64%
% of All Funds
10.23%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
95
Increased
183
Reduced
186
Closed
53
Calls
$81M
Puts
$52.2M
Net Calls
+$28.8M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
376
Meeder Asset Management
Ohio
$367K +$11K +141 +3%
CG
377
Clarus Group
Texas
$355K
BIAS
378
Beacon Investment Advisory Services
New Jersey
$351K -$15.5K -198 -4%
EC
379
Enhancing Capital
Pennsylvania
$351K
VFA
380
Valeo Financial Advisors
Indiana
$335K
SOAMC
381
Spirit of America Management Corp
New York
$333K
HAIM
382
Hunter Associates Investment Management
Pennsylvania
$324K +$10.8K +138 +3%
HCM
383
Huber Capital Management
California
$322K -$78.2K -1,000 -19%
CK
384
Cohen Klingenstein
New York
$320K
FWIA
385
Fort Washington Investment Advisors
Ohio
$317K
BRWA
386
B. Riley Wealth Advisors
Florida
$313K +$75.3K +963 +31%
AA
387
ALPS Advisors
Colorado
$312K -$1.01M -12,854 -76%
ST
388
Somerset Trust
Pennsylvania
$312K
Rafferty Asset Management
389
Rafferty Asset Management
New York
$312K +$315K +4,033 New
PAG
390
Private Advisory Group
Washington
$308K +$312K +3,983 New
KeyBank National Association
391
KeyBank National Association
Ohio
$300K -$44.7K -572 -13%
AWS
392
Atria Wealth Solutions
New York
$298K +$301K +3,853 New
WCM
393
Weik Capital Management
Pennsylvania
$294K
PFC
394
Phocas Financial Corp
California
$290K +$18.8K +240 +7%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$289K +$5.01K +64 +2%
BFM
396
Boothbay Fund Management
New York
$289K +$292K +3,731 New
ACG
397
Allen Capital Group
Nebraska
$287K -$14.4K -184 -5%
Cetera Investment Advisers
398
Cetera Investment Advisers
Illinois
$284K +$23.9K +306 +9%
SA
399
SL Advisors
New Jersey
$274K
APP
400
Alpha Paradigm Partners
Illinois
$271K -$1.14M -14,514 -81%

LW Hedge Fund Activity: Q3 2022 in Review

594 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2022, worth a combined $10.1B — up 10% from $9.12B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new LW positions and 53 closed out — a net gain of 42 holders — while 183 added to existing stakes and 186 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $136M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 594 institutional investors held Lamb Weston (LW) as of Q3 2022, up from 557 in Q2 2022.
  • Funds reported $10.1B of Lamb Weston stock for Q3 2022, up 10% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2022 and 53 closed out, a net change of +42 holders.
  • The largest Lamb Weston buyer in Q3 2022 was Assenagon Asset Management, an estimated $136M added.
  • The largest Lamb Weston seller in Q3 2022 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q3 2022.