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Lamb Weston

602 hedge funds and large institutions have $7.22B invested in Lamb Weston in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 224 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $6.96M

1.65% more ownership

Funds ownership: 85.24%86.9% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 224

7% less funds holding

Funds holding: 646602 (-44)

32% less capital invested

Capital invested by funds: $10.7B → $7.22B (-$3.46B)

37% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
602
Holders Change
-44
Holders Change %
-6.81%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
65
Increased
202
Reduced
224
Closed
103
Calls
$15.5M
Puts
$6.96M
Net Calls
+$8.58M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
401
Beacon Pointe Advisors
California
$224K -$13.3K -162 -4%
SI
402
Stephens Inc
Arkansas
$221K -$44K -535 -12%
ONB
403
Old National Bancorp
Indiana
$218K -$1.15K -14 -0.4%
EWA
404
EP Wealth Advisors
California
$214K -$15.4K -187 -5%
FHB
405
First Hawaiian Bank
Hawaii
$213K -$30.7K -373 -9%
SIA
406
Starfire Investment Advisers
Michigan
$212K
HAIM
407
Hunter Associates Investment Management
Pennsylvania
$212K +$3.78K +46 +1%
BIAS
408
Beacon Investment Advisory Services
New Jersey
$211K -$4.36K -53 -1%
AC
409
Aristides Capital
Kentucky
$211K +$304K +3,700 New
APA
410
American Portfolios Advisors
New York
$207K -$119K -1,447 -29%
LFAS
411
Level Four Advisory Services
Texas
$207K +$3.53K +43 +1%
Capital Fund Management (CFM)
412
Capital Fund Management (CFM)
France
$204K -$2.34M -28,496 -89%
MAP
413
Moody Aldrich Partners
Massachusetts
$202K -$575 -7 -0.2%
JWBC
414
J.W. Burns & Co
New York
$202K
Bessemer Group
415
Bessemer Group
New Jersey
$202K +$39.9K +485 +16%
CNBT
416
Canandaigua National Bank & Trust
New York
$201K -$11.8K -143 -4%
AT
417
Arden Trust
Delaware
$199K -$16.6K -202 -5%
SF
418
Synovus Financial
Georgia
$190K +$18.7K +227 +7%
PAA
419
Peregrine Asset Advisers
Oregon
$188K -$49.3K -600 -15%
AII
420
AGF Investments Inc
Ontario, Canada
$185K +$267K +3,243 New
SMFS
421
Squar Milner Financial Services
California
$184K +$5.1K +62 +2%
PCG
422
Private Capital Group
Connecticut
$184K +$97.2K +1,183 +58%
CCM
423
Copeland Capital Management
Pennsylvania
$182K +$260K +3,160 +9,875%
PK
424
Pflug Koory
Nebraska
$171K -$8.22K -100 -3%
Canada Pension Plan Investment Board
425
Canada Pension Plan Investment Board
Ontario, Canada
$165K +$57.5K +700 +32%

LW Hedge Fund Activity: Q1 2020 in Review

602 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2020, worth a combined $7.22B — down 32% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of LW and 65 opened new positions — a net loss of 38 holders — while 224 trimmed existing stakes and 202 added.

The largest buyer was BlackRock, adding an estimated $92.4M. The largest seller was Wellington Management Group, cutting an estimated $137M.

  • 602 institutional investors held Lamb Weston (LW) as of Q1 2020, down from 646 in Q4 2019.
  • Funds reported $7.22B of Lamb Weston stock for Q1 2020, down 32% quarter-over-quarter.
  • 65 funds opened new Lamb Weston positions in Q1 2020 and 103 closed out, a net change of -38 holders.
  • The largest Lamb Weston buyer in Q1 2020 was BlackRock, an estimated $92.4M added.
  • The largest Lamb Weston seller in Q1 2020 was Wellington Management Group, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2020.