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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
426
Squarepoint
New York
$642K +$623K +5,584 New
PRS
427
Pinkerton Retirement Specialists
Idaho
$638K -$189K -1,691 -23%
BPA
428
Beacon Pointe Advisors
California
$625K -$57.1K -512 -9%
FAB
429
First American Bank
Illinois
$622K -$174K -1,564 -22%
EI
430
Ethic Inc
New York
$615K -$67.7K -607 -10%
GLA
431
Great Lakes Advisors
Illinois
$605K +$587K +5,261 New
BOH
432
Bank of Hawaii
Hawaii
$602K +$4.13K +37 +0.7%
KeyBank National Association
433
KeyBank National Association
Ohio
$601K +$584K +5,232 New
AWM
434
AE Wealth Management
Kansas
$601K +$171K +1,534 +42%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$601K +$12.4K +111 +2%
MFS
436
Mirabella Financial Services
United Kingdom
$599K -$768K -6,886 -57%
CA
437
Cetera Advisors
Colorado
$590K +$163K +1,463 +40%
BF
438
BOK Financial
Oklahoma
$589K -$455K -4,076 -44%
Schroder Investment Management Group
439
Schroder Investment Management Group
United Kingdom
$588K +$319K +2,860 +127%
KAS
440
Kestra Advisory Services
Texas
$578K +$14.9K +134 +3%
DT
441
Diversified Trust
Tennessee
$577K -$72.1K -646 -11%
AI
442
AXS Investments
New York
$575K +$558K +5,000 New
CTC
443
Central Trust Company
Missouri
$571K
William Blair & Company
444
William Blair & Company
Illinois
$570K -$17.1K -153 -3%
GCM
445
Graham Capital Management
Connecticut
$561K +$545K +4,882 New
IW
446
Imprint Wealth
South Carolina
$544K +$13.2K +118 +3%
AL
447
Arnhold LLC
New York
$542K
ACIM
448
Azimuth Capital Investment Management
Michigan
$538K
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$528K +$8.25K +74 +2%
CG
450
Clarus Group
Texas
$528K

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.