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Lamb Weston
LW

601 hedge funds and large institutions have $9.85B invested in Lamb Weston in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 175 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 55

17% more capital invested

Capital invested by funds: $8.45B → $9.85B (+$1.4B)

4% more funds holding

Funds holding: 576 → 601 (+25)

2.04% less ownership

Funds ownership: 88.19% → 86.15% (-2%)

16% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 208

28% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $38.8M

Holders
601
Holders Change
+25
Holders Change %
+4.34%
% of All Funds
10.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
88
Increased
175
Reduced
208
Closed
55
Calls
$28.1M
Puts
$38.8M
Net Calls
-$10.7M
Net Calls Change
-$28.2M

Top Buyers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
+$239M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.2M
3
Capital International Investors
Capital International Investors
California
+$80.6M
4
Wells Fargo
Wells Fargo
California
+$79.8M
5
BGI
BlueDrive Global Investors
United Kingdom
+$59.7M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$326M
2
BlackRock
BlackRock
New York
-$104M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$82.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$57.2M
5
AIM
Artemis Investment Management
United Kingdom
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
401
Philadelphia Trust Company
Pennsylvania
$260K +$240K +3,300 New
LWAC
402
Laurel Wealth Advisors (California)
California
$259K -$655 -9 -0.3%
WAM
403
Weatherly Asset Management
California
$259K – – –
DHFB
404
Dixon Hubard Feinour & Brown
Virginia
$247K – – –
FT
405
Fiduciary Trust
Massachusetts
$247K – – –
WAM
406
World Asset Management
Michigan
$245K – – –
IA
407
IFP Advisors
Florida
$245K +$10.8K +148 +5%
ERIM
408
Eagle Ridge Investment Management
Connecticut
$244K – – –
SP
409
Symmetry Partners
Connecticut
$241K – – –
VAS
410
Vestmark Advisory Solutions
Massachusetts
$241K +$223K +3,064 New
Fayez Sarofim & Co
411
Fayez Sarofim & Co
Texas
$238K – – –
EWA
412
EP Wealth Advisors
California
$236K +$218K +2,996 New
JF
413
Jump Financial
Illinois
$234K -$544K -7,476 -72%
BA
414
Bellwether Advisors
Nebraska
$234K +$217K +2,977 New
SF
415
Synovus Financial
Georgia
$233K +$216K +2,960 New
SI
416
Stephens Inc
Arkansas
$231K -$36.8K -505 -15%
LWAM
417
Legacy Wealth Asset Management
Minnesota
$231K +$214K +2,937 New
BCV
418
Banque Cantonale Vaudoise
Switzerland
$229K – – –
HC
419
Hourglass Capital
Texas
$227K +$210K +2,881 New
CP
420
Covenant Partners
Tennessee
$224K -$41.5K -570 -17%
CNC
421
Canandaigua National Corp
New York
$224K +$207K +2,839 New
B
422
Bailard
California
$224K +$207K +2,843 New
VI
423
Vestcor Inc
New Brunswick, Canada
$220K -$17.5K -240 -8%
MWM
424
Mattern Wealth Management
Kansas
$218K +$202K +2,768 New
CC
425
Courier Capital
New York
$217K +$201K +2,757 New
15 16
17
18 19

LW Hedge Fund Activity: Q4 2020 in Review

601 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2020, worth a combined $9.85B — up 17% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new LW positions and 55 closed out — a net gain of 33 holders — while 175 added to existing stakes and 208 trimmed.

The largest buyer was APG Asset Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $326M.

  • 601 institutional investors held Lamb Weston (LW) as of Q4 2020, up from 576 in Q3 2020.
  • Funds reported $9.85B of Lamb Weston stock for Q4 2020, up 17% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q4 2020 and 55 closed out, a net change of +33 holders.
  • The largest Lamb Weston buyer in Q4 2020 was APG Asset Management, an estimated $239M added.
  • The largest Lamb Weston seller in Q4 2020 was Capital Research Global Investors, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2020.