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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
426
Quadcap Wealth Management
Texas
$557K -$35.5K -341 -6%
Wealth Enhancement Advisory Services
427
Wealth Enhancement Advisory Services
Minnesota
$557K +$56K +538 +11%
SAM
428
Shell Asset Management
Netherlands
$551K -$440K -4,231 -39%
IA
429
Inspire Advisors
Idaho
$548K +$67.5K +649 +14%
BPA
430
Beacon Pointe Advisors
California
$536K +$27.2K +261 +5%
EF
431
Empirical Finance
Pennsylvania
$536K +$18.3K +176 +4%
PMA
432
Prudent Man Advisors
Illinois
$531K -$3.43K -33 -0.7%
NB
433
Norinchukin Bank
Japan
$527K -$7.7K -74 -1%
IW
434
Imprint Wealth
South Carolina
$524K -$10.7K -103 -2%
Vontobel Holding
435
Vontobel Holding
Switzerland
$520K -$48.3K -464 -9%
William Blair & Company
436
William Blair & Company
Illinois
$517K -$16.7K -160 -3%
CC
437
Cipher Capital
New York
$514K -$11K -106 -2%
BF
438
BOK Financial
Oklahoma
$508K -$32.6K -313 -6%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K -$41.5K -399 -8%
N
440
Natixis
France
$506K +$494K +4,747 New
AL
441
Arnhold LLC
New York
$503K
A
442
Allianz
Germany
$500K +$488K +4,690 New
LA
443
LPF Advisors
Florida
$497K
JWBC
444
J.W. Burns & Co
New York
$497K +$127K +1,225 +36%
TMAM
445
Tokio Marine Asset Management
Japan
$494K +$2.81K +27 +0.6%
MGP
446
Metis Global Partners
California
$493K -$8.22K -79 -2%
FB
447
Fulton Bank
Pennsylvania
$490K -$15K -144 -3%
CG
448
Clarus Group
Texas
$489K
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$488K -$520 -5 -0.1%
FCG
450
Fielder Capital Group
Tennessee
$487K +$3.96K +38 +0.8%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.