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Lamb Weston

601 hedge funds and large institutions have $9.46B invested in Lamb Weston in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 172 increasing their positions, 208 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

16% more capital invested

Capital invested by funds: $8.16B → $9.46B (+$1.3B)

1.1% more ownership

Funds ownership: 88.27%89.36% (+1.1%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding

Funds holding: 599601 (+2)

17% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 208

72% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $31.4M

Holders
601
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
76
Increased
172
Reduced
208
Closed
72
Calls
$8.68M
Puts
$31.4M
Net Calls
-$22.7M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
426
J.W. Burns & Co
New York
$258K
AI
427
Atria Investments
North Carolina
$258K +$243K +3,548 New
WCM
428
Weik Capital Management
Pennsylvania
$255K
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$250K +$236K +3,437 New
CS
430
Comerica Securities
Michigan
$232K +$218K +3,185 New
LFAS
431
Level Four Advisory Services
Texas
$230K +$217K +3,156 New
FT
432
Fiduciary Trust
Massachusetts
$229K +$216K +3,144 New
MCM
433
Maple Capital Management
Vermont
$228K +$215K +3,130 New
VF
434
Virtu Financial
New York
$227K +$215K +3,128 New
PK
435
Pflug Koory
Nebraska
$226K
CC
436
Courier Capital
New York
$225K +$198K +2,890 New
HNB
437
Huntington National Bank
Ohio
$221K -$15.6K -228 -7%
CEP
438
Chicago Equity Partners
Illinois
$218K +$206K +3,000 New
ERIM
439
Eagle Ridge Investment Management
Connecticut
$218K +$206K +3,000 New
NFG
440
Next Financial Group
Texas
$216K -$8.03K -117 -4%
BI
441
Bredin Investment
Delaware
$215K +$202K +2,950 New
SF
442
Synovus Financial
Georgia
$213K
HC
443
Hourglass Capital
Texas
$210K +$198K +2,881 New
NGA
444
Naples Global Advisors
Florida
$207K +$196K +2,852 New
RJT
445
Raymond James Trust
Florida
$206K +$195K +2,838 New
ER
446
Enlightenment Research
Florida
$204K -$302K -4,400 -61%
MAP
447
Moody Aldrich Partners
Massachusetts
$202K +$191K +2,781 New
BSW
448
Buckingham Strategic Wealth
Missouri
$201K +$190K +2,769 New
Robeco Institutional Asset Management
449
Robeco Institutional Asset Management
Netherlands
$194K -$3.24M -47,238 -95%
ALAM
450
Asahi Life Asset Management
Japan
$193K +$182K +2,660 New

LW Hedge Fund Activity: Q3 2019 in Review

601 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2019, worth a combined $9.46B — up 16% from $8.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LW positions and 72 closed out — a net gain of 4 holders — while 172 added to existing stakes and 208 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $156M. The largest seller was Citadel Advisors, cutting an estimated $113M.

  • 601 institutional investors held Lamb Weston (LW) as of Q3 2019, up from 599 in Q2 2019.
  • Funds reported $9.46B of Lamb Weston stock for Q3 2019, up 16% quarter-over-quarter.
  • 76 funds opened new Lamb Weston positions in Q3 2019 and 72 closed out, a net change of +4 holders.
  • The largest Lamb Weston buyer in Q3 2019 was Champlain Investment Partners, an estimated $156M added.
  • The largest Lamb Weston seller in Q3 2019 was Citadel Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2019.