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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
PCG
401
Private Capital Group
Connecticut
$86K -$736 -13 -0.9%
JIR
402
James Investment Research
Ohio
$84K +$81.5K +1,440 New
RCAG
403
Rehmann Capital Advisory Group
Michigan
$84K +$81.6K +1,442 New
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$73K
NSIM
405
North Star Investment Management
Illinois
$70K
SWP
406
Stratos Wealth Partners
Ohio
$70K +$5.66K +100 +9%
AOWM
407
Alpha Omega Wealth Management
Virginia
$67K
SWM
408
SeaCrest Wealth Management
New York
$65K
PO
409
Private Ocean
California
$58K -$2.38K -42 -4%
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$57K -$9.56K -169 -15%
AWM
411
Avior Wealth Management
Nebraska
$56K
VanEck Associates
412
VanEck Associates
New York
$56K +$2.94K +52 +6%
SFG
413
SevenBridge Financial Group
Pennsylvania
$54K -$2.26K -40 -4%
TCOV
414
Trust Company of Vermont
Vermont
$53K
DWM
415
Destination Wealth Management
California
$53K +$28.3K +500 New
RE
416
RBC Europe
United Kingdom
$52.7K +$20.1K +355 +65%
VFA
417
Valeo Financial Advisors
Indiana
$49K +$7.87K +139 +20%
WTC
418
WhitTier Trust Company
Nevada
$45K
GI
419
Gradient Investments
Minnesota
$44K +$8.26K +146 +24%
MGIA
420
Moneta Group Investment Advisors
Missouri
$41K +$15.1K +266 +62%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$40K
TWA
422
TCI Wealth Advisors
Arizona
$40K
S
423
SignatureFD
Georgia
$40K +$39.2K +692 New
EDRH
424
Edmond de Rothschild Holding
Switzerland
$39K
PA
425
Parallel Advisors
California
$38K

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.