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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
401
Boothbay Fund Management
New York
$765K +$173K +1,554 +30%
V
402
Veritable
Delaware
$748K +$8.14K +73 +1%
BAAM
403
Baker Avenue Asset Management
California
$740K -$82.1K -736 -10%
GDP
404
Great Diamond Partners
Maine
$739K -$71.8K -644 -9%
ClearBridge Investments
405
ClearBridge Investments
New York
$738K -$1.17M -10,520 -62%
WPW
406
Waldron Private Wealth
Pennsylvania
$736K -$13.3K -119 -2%
MLICM
407
Metropolitan Life Insurance Company (MetLife)
New York
$730K -$9.48K -85 -1%
NGA
408
Naples Global Advisors
Florida
$715K -$11.2K -100 -2%
KFA
409
Kapstone Financial Advisors
Ohio
$711K
TRCT
410
Tower Research Capital (TRC)
New York
$706K +$101K +907 +17%
N
411
Natixis
France
$705K +$684K +6,132 New
EOJOAM
412
E. Ohman J:or Asset Management
Sweden
$701K
QCM
413
Qsemble Capital Management
New York
$701K +$680K +6,100 New
TCM
414
Twin Capital Management
Pennsylvania
$697K -$22.2K -199 -3%
GT
415
Glenmede Trust
Pennsylvania
$690K
MGP
416
Metis Global Partners
California
$682K +$163K +1,462 +33%
OTL
417
Oak Thistle LLC
New York
$682K +$297K +2,661 +81%
Vontobel Holding
418
Vontobel Holding
Switzerland
$675K +$309K +2,774 +90%
WPC
419
Wedmont Private Capital
Pennsylvania
$672K +$10.4K +93 +2%
Cetera Investment Advisers
420
Cetera Investment Advisers
Illinois
$671K +$225K +2,016 +53%
TI
421
Tidal Investments
Wisconsin
$671K +$236K +2,118 +57%
Bessemer Group
422
Bessemer Group
New Jersey
$661K +$30.4K +273 +5%
AFWM
423
AMJ Financial Wealth Management
Virginia
$655K -$274K -2,458 -30%
TCM
424
Tributary Capital Management
Nebraska
$653K -$16.7K -150 -3%
AWS
425
Atria Wealth Solutions
New York
$650K +$219K +1,959 +53%

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.