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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
426
Central Trust Company
Missouri
$519K
AWM
427
Accurate Wealth Management
Florida
$514K +$456K +4,613 +2,606%
KAS
428
Kestra Advisory Services
Texas
$512K -$169K -1,712 -26%
AP
429
Advisors Preferred
Maryland
$496K -$215K -2,175 -31%
AL
430
Arnhold LLC
New York
$493K
AAS
431
Avantax Advisory Services
Texas
$491K -$127K -1,284 -21%
ACIM
432
Azimuth Capital Investment Management
Michigan
$489K -$39.6K -400 -8%
IW
433
Imprint Wealth
South Carolina
$482K +$456K +4,611 New
CWP
434
Capital Wealth Planning
Florida
$480K +$454K +4,590 New
CG
435
Clarus Group
Texas
$480K
BC
436
Bridgefront Capital
Texas
$478K +$452K +4,575 New
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$473K +$1.48K +15 +0.3%
MGP
438
Metis Global Partners
California
$467K +$146K +1,477 +49%
JMPWA
439
JP Morgan Private Wealth Advisors
California
$467K +$72.6K +734 +20%
SOAMC
440
Spirit of America Management Corp
New York
$449K
ACM
441
Aquatic Capital Management
Illinois
$449K +$425K +4,300 New
CCG
442
Cypress Capital Group
Florida
$444K +$137K +1,385 +48%
SCA
443
Snowden Capital Advisors
New York
$436K -$212K -2,139 -34%
HCM
444
Huber Capital Management
California
$435K
CK
445
Cohen Klingenstein
New York
$432K
CC
446
Centiva Capital
New York
$427K +$404K +4,087 New
AAM
447
Auxier Asset Management
Oregon
$424K -$418K -4,227 -51%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$423K +$13.9K +141 +4%
SIA
449
Schechter Investment Advisors
Michigan
$421K -$92.5K -935 -19%
SS
450
Simplicity Solutions
Minnesota
$418K +$145K +1,470 +58%

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.