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Lamb Weston

527 hedge funds and large institutions have $6.98B invested in Lamb Weston in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 155 increasing their positions, 166 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $5.75M

47% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 506527 (+21)

1.1% more ownership

Funds ownership: 80.86%81.96% (+1.1%)

5% more capital invested

Capital invested by funds: $6.67B → $6.98B (+$304M)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 166

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
12.08%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
88
Increased
155
Reduced
166
Closed
60
Calls
$43.1M
Puts
$5.75M
Net Calls
+$37.4M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$34K
PCM
427
Poehling Capital Management
Wisconsin
$34K
THWM
428
Taylor Hoffman Wealth Management
Virginia
$32K
AIL
429
AGF Investments LLC
Ontario, Canada
$32K +$7.53K +133 +37%
RFM
430
Royal Fund Management
Florida
$31K
WTB
431
Washington Trust Bank
Washington
$31K
FPFS
432
First Personal Financial Services
North Carolina
$29K +$3.68K +65 +15%
AWA
433
Acorn Wealth Advisors
Michigan
$27K -$1.3K -23 -5%
HFM
434
Hartford Financial Management
Connecticut
$27K
RCC
435
Red Cedar Capital
Nebraska
$27K
SIC
436
Salem Investment Counselors
North Carolina
$27K
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$25.3K -$283 -5 -1%
MCM
438
Manchester Capital Management
Vermont
$25K
ST
439
Smithfield Trust
Pennsylvania
$25K
KCPG
440
Kavar Capital Partners Group
Kansas
$23K +$22.2K +392 New
HCM
441
Highlander Capital Management
New Jersey
$22K
TCM
442
Tradewinds Capital Management
Washington
$22K
GBBWRPM
443
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K +$21.5K +380 New
ACS
444
Archford Capital Strategies
Illinois
$21K +$20.7K +366 New
WB
445
Webster Bank
Connecticut
$20K
BAM
446
Bruderman Asset Management
New York
$20K +$19.4K +343 New
SIM
447
Sonora Investment Management
Arizona
$19.4K
AP
448
Atwood & Palmer
Missouri
$19K
DAM
449
Delta Asset Management
Tennessee
$19K
PWM
450
Perigon Wealth Management
California
$19K

LW Hedge Fund Activity: Q1 2018 in Review

527 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2018, worth a combined $6.98B — up 4.6% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new LW positions and 60 closed out — a net gain of 28 holders — while 155 added to existing stakes and 166 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $91.7M sold.

  • 527 institutional investors held Lamb Weston (LW) as of Q1 2018, up from 506 in Q4 2017.
  • Funds reported $6.98B of Lamb Weston stock for Q1 2018, up 4.6% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q1 2018 and 60 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2018 was Capital Research Global Investors, an estimated $101M added.
  • The largest Lamb Weston seller in Q1 2018 was Kensico Capital Management, an estimated $91.7M sold.

Based on aggregated 13F filings for Q1 2018.