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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
401
Credit Agricole
France
$712K +$496K +4,770 +116%
CA
402
Cetera Advisors
Colorado
$704K +$103K +992 +18%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$700K -$219K -2,103 -24%
XT
404
XTX Topco
Cayman Islands
$696K +$680K +6,534 New
BAM
405
Bosun Asset Management
Illinois
$692K +$676K +6,500 New
PA
406
Procyon Advisors
Connecticut
$675K -$112K -1,080 -15%
DEA
407
DoubleLine ETF Adviser
Florida
$665K +$649K +6,238 New
TI
408
Tidal Investments
Wisconsin
$652K +$101K +967 +19%
ETC
409
Exchange Traded Concepts
Oklahoma
$651K -$109K -1,043 -15%
SNB
410
Security National Bank
Nebraska
$646K +$300K +2,881 +90%
EI
411
Ethic Inc
New York
$646K +$140K +1,342 +28%
GT
412
Glenmede Trust
Pennsylvania
$645K +$2.08K +20 +0.3%
LI
413
LMCG Investments
Massachusetts
$632K -$260K -2,499 -30%
DT
414
Diversified Trust
Tennessee
$627K -$18.6K -179 -3%
NA
415
NewEdge Advisors
Louisiana
$621K +$31.8K +306 +6%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$620K -$7.91K -76 -1%
MA
417
Montag & Associates
Georgia
$620K +$314K +3,017 +108%
Assenagon Asset Management
418
Assenagon Asset Management
Luxembourg
$614K -$13.6M -130,612 -96%
OAM
419
Oppenheimer Asset Management
New York
$598K -$407K -3,908 -41%
KAS
420
Kestra Advisory Services
Texas
$586K -$28.7K -276 -5%
AFWM
421
AMJ Financial Wealth Management
Virginia
$578K -$12.3K -118 -2%
NGA
422
Naples Global Advisors
Florida
$574K
TCM
423
Tributary Capital Management
Nebraska
$561K -$20.8K -200 -4%
GDP
424
Great Diamond Partners
Maine
$561K -$15.5K -149 -3%
CAM
425
Congress Asset Management
Massachusetts
$558K

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.