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Lamb Weston

685 hedge funds and large institutions have $8.44B invested in Lamb Weston in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $613M | Put options by funds: $535M

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

6.12% less ownership

Funds ownership: 96.83%90.71% (-6.1%)

9% less funds holding

Funds holding: 754685 (-69)

28% less capital invested

Capital invested by funds: $11.7B → $8.44B (-$3.28B)

39% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 155

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
685
Holders Change
-69
Holders Change %
-9.15%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.07%
New
95
Increased
233
Reduced
245
Closed
155
Calls
$613M
Puts
$535M
Net Calls
+$78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Caprock Group
Idaho
$299K +$118K +1,787 +63%
JIC
427
Johnson Investment Counsel
Ohio
$298K +$49.9K +755 +20%
FTDI
428
First Trust Direct Indexing
Massachusetts
$297K +$53.5K +811 +21%
FB
429
Fulton Bank
Pennsylvania
$297K +$13.3K +201 +5%
CG
430
Clarus Group
Texas
$297K
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$295K -$2.9K -44 -1%
BIAS
432
Beacon Investment Advisory Services
New Jersey
$295K -$858 -13 -0.3%
MGP
433
Metis Global Partners
California
$294K -$2.05K -31 -0.7%
KFA
434
Kapstone Financial Advisors
Ohio
$293K
IWC
435
Integrated Wealth Concepts
Massachusetts
$293K -$640K -9,700 -68%
Jacobs Levy Equity Management
436
Jacobs Levy Equity Management
New Jersey
$290K +$296K +4,482 New
SCM
437
Shelton Capital Management
Colorado
$289K -$5.9M -89,299 -95%
BPA
438
Beacon Pointe Advisors
California
$288K -$10.2K -154 -3%
SIA
439
Schechter Investment Advisors
Michigan
$287K -$30.6K -464 -9%
BEI
440
Benjamin Edwards Inc
Missouri
$282K +$288K +4,355 New
PWM
441
Purus Wealth Management
California
$282K +$7.86K +119 +3%
NS
442
NBC Securities
Alabama
$281K +$109K +1,652 +61%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$275K -$26.6K -403 -9%
CWM
444
Cedar Wealth Management
California
$275K -$47.5K -720 -14%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$274K -$20.7K -314 -7%
AWM
446
Accurate Wealth Management
Florida
$268K -$9.51K -144 -4%
CK
447
Cohen Klingenstein
New York
$268K
IAMOG
448
Investors Asset Management of Georgia
Georgia
$267K +$272K +4,124 New
SF
449
Synovus Financial
Georgia
$264K +$49.5K +749 +23%
GRP
450
Global Retirement Partners
California
$263K +$103K +1,563 +63%

LW Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2024, worth a combined $8.44B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of LW and 95 opened new positions — a net loss of 60 holders — while 245 trimmed existing stakes and 233 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 685 institutional investors held Lamb Weston (LW) as of Q3 2024, down from 754 in Q2 2024.
  • Funds reported $8.44B of Lamb Weston stock for Q3 2024, down 28% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2024 and 155 closed out, a net change of -60 holders.
  • The largest Lamb Weston buyer in Q3 2024 was JANA Partners Management, an estimated $233M added.
  • The largest Lamb Weston seller in Q3 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2024.