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Lamb Weston

615 hedge funds and large institutions have $8.9B invested in Lamb Weston in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 156 increasing their positions, 209 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more capital invested

Capital invested by funds: $7.88B → $8.9B (+$1.02B)

13% more funds holding

Funds holding: 545615 (+70)

2.29% more ownership

Funds ownership: 80.87%83.16% (+2.3%)

3% less call options, than puts

Call options by funds: $19M | Put options by funds: $19.7M

25% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 209

Holders
615
Holders Change
+70
Holders Change %
+12.84%
% of All Funds
13.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
134
Increased
156
Reduced
209
Closed
58
Calls
$19M
Puts
$19.7M
Net Calls
-$639K
Net Calls Change
+$763K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
426
Stephens Inc
Arkansas
$235K -$11K -144 -4%
RIM
427
Rampart Investment Management
Connecticut
$233K +$243K +3,170 New
WIS
428
Wright Investors Service
Connecticut
$232K -$162K -2,114 -40%
BF
429
BOK Financial
Oklahoma
$229K -$49.8K -650 -17%
HNB
430
Huntington National Bank
Ohio
$228K
PK
431
Pflug Koory
Nebraska
$228K
RJT
432
Raymond James Trust
Florida
$225K -$45.1K -589 -16%
LWAC
433
Laurel Wealth Advisors (California)
California
$224K
CAPTRUST Financial Advisors
434
CAPTRUST Financial Advisors
North Carolina
$224K +$51.6K +674 +28%
AWM
435
Altium Wealth Management
New York
$223K -$17.3K -226 -7%
TST
436
Tech Square Trading
Massachusetts
$222K +$231K +3,018 New
SM
437
Sciencast Management
New Jersey
$221K -$53.6K -700 -18%
ERIM
438
Eagle Ridge Investment Management
Connecticut
$221K
CCM
439
Community Capital Management
Florida
$220K +$229K +2,995 New
BI
440
Bredin Investment
Delaware
$217K +$226K +2,950 New
SF
441
Synovus Financial
Georgia
$214K
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$213K +$222K +2,897 New
HC
443
Hourglass Capital
Texas
$212K -$49K -640 -18%
FAAS
444
First Allied Advisory Services
California
$212K +$223K +2,917 New
CC
445
Courier Capital
New York
$211K +$220K +2,873 New
PSUF
446
People's United Financial
Connecticut
$208K +$217K +2,831 New
AIP
447
Ameritas Investment Partners
Nebraska
$206K -$3.12M -40,799 -94%
SAM
448
Symphony Asset Management
California
$206K +$214K +2,800 New
APA
449
American Portfolios Advisors
New York
$206K -$43.4K -567 -17%
IWC
450
Integrated Wealth Concepts
Massachusetts
$205K +$213K +2,783 New

LW Hedge Fund Activity: Q4 2018 in Review

615 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2018, worth a combined $8.9B — up 13% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LW positions and 58 closed out — a net gain of 76 holders — while 156 added to existing stakes and 209 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $218M.

  • 615 institutional investors held Lamb Weston (LW) as of Q4 2018, up from 545 in Q3 2018.
  • Funds reported $8.9B of Lamb Weston stock for Q4 2018, up 13% quarter-over-quarter.
  • 134 funds opened new Lamb Weston positions in Q4 2018 and 58 closed out, a net change of +76 holders.
  • The largest Lamb Weston buyer in Q4 2018 was Vanguard Group, an estimated $199M added.
  • The largest Lamb Weston seller in Q4 2018 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.