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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
LA
376
LBP AM
France
$821K -$20.2K -204 -3%
DILIC
377
Dai-ichi Life Insurance Company
Japan
$807K +$70.9K +717 +10%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$779K +$99 +1 +0%
PMA
379
Prudent Man Advisors
Illinois
$773K -$14.7K -149 -2%
QT
380
Quantamental Technologies
New York
$766K +$349K +3,527 +93%
EWA
381
EP Wealth Advisors
California
$766K +$2.07M +20,880 +786%
CWM
382
CIBC World Markets
New York
$760K -$953K -9,634 -57%
CAM
383
Congress Asset Management
Massachusetts
$757K -$12.5K -126 -2%
PRS
384
Pinkerton Retirement Specialists
Idaho
$757K +$716K +7,238 New
KFA
385
Kapstone Financial Advisors
Ohio
$754K
BAAM
386
Baker Avenue Asset Management
California
$750K +$569K +5,758 +406%
Cerity Partners
387
Cerity Partners
New York
$748K +$285K +2,881 New
ESCM
388
Echo Street Capital Management
New York
$741K +$702K +7,094 New
GDP
389
Great Diamond Partners
Maine
$739K -$40.4K -408 -5%
AMIM
390
Aull & Monroe Investment Management
Alabama
$733K -$47.1K -476 -6%
MFS
391
Monetta Financial Services
Illinois
$732K
FAB
392
First American Bank
Illinois
$729K -$9.89K -100 -1%
WFO
393
Wealthgate Family Office
Colorado
$719K
CAM
394
Cresset Asset Management
Illinois
$701K +$26.3K +266 +4%
NMERB
395
New Mexico Educational Retirement Board
New Mexico
$699K -$19.8K -200 -3%
GT
396
Glenmede Trust
Pennsylvania
$690K -$4.95K -50 -0.8%
WPW
397
Waldron Private Wealth
Pennsylvania
$681K +$366K +3,702 +131%
MLICM
398
Metropolitan Life Insurance Company (MetLife)
New York
$672K -$153K -1,546 -19%
V
399
Veritable
Delaware
$672K +$14.1K +143 +2%
FF
400
Friedenthal Financial
New Jersey
$670K +$634K +6,415 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.