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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
NGA
401
Naples Global Advisors
Florida
$660K -$79.3K -802 -11%
TCM
402
Twin Capital Management
Pennsylvania
$655K -$39.3K -397 -6%
CIM
403
Contravisory Investment Management
Massachusetts
$647K +$4.35K +44 +0.7%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$638K
WPC
405
Wedmont Private Capital
Pennsylvania
$630K +$248K +2,507 +75%
EI
406
Ethic Inc
New York
$623K -$910K -9,202 -61%
IWC
407
Integrated Wealth Concepts
Massachusetts
$622K +$192K +1,946 +49%
BPA
408
Beacon Pointe Advisors
California
$622K +$12.3K +124 +2%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$612K +$118K +1,189 +25%
TCM
410
Tributary Capital Management
Nebraska
$609K -$14.8K -150 -3%
CAM
411
Cozad Asset Management
Illinois
$607K +$574K +5,807 New
DT
412
Diversified Trust
Tennessee
$592K -$208K -2,107 -27%
Aviva
413
Aviva
United Kingdom
$586K -$1.39M -14,043 -71%
IC
414
IEQ Capital
California
$585K -$33.8K -342 -6%
Bessemer Group
415
Bessemer Group
New Jersey
$572K -$30.3K -306 -5%
Qube Research & Technologies (QRT)
416
Qube Research & Technologies (QRT)
United Kingdom
$556K +$526K +5,321 New
DTL
417
Dynamic Technology Lab
Singapore
$551K -$1.79M -18,082 -77%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$549K -$81.4K -823 -14%
TRCT
419
Tower Research Capital (TRC)
New York
$547K +$187K +1,886 +56%
BOH
420
Bank of Hawaii
Hawaii
$544K +$9.49K +96 +2%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$535K -$3.17K -32 -0.6%
William Blair & Company
422
William Blair & Company
Illinois
$534K +$15.1K +153 +3%
BFM
423
Boothbay Fund Management
New York
$533K +$504K +5,101 New
BIM
424
Bridges Investment Management
Nebraska
$523K
TCA
425
Taconic Capital Advisors
New York
$523K +$494K +5,000 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.