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Lamb Weston
LW

615 hedge funds and large institutions have $8.9B invested in Lamb Weston in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 156 increasing their positions, 209 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

13% more capital invested

Capital invested by funds: $7.88B → $8.9B (+$1.02B)

13% more funds holding

Funds holding: 545 → 615 (+70)

2.29% more ownership

Funds ownership: 80.87% → 83.16% (+2.3%)

3% less call options, than puts

Call options by funds: $19M | Put options by funds: $19.7M

25% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 209

Holders
615
Holders Change
+70
Holders Change %
+12.84%
% of All Funds
13.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
134
Increased
156
Reduced
209
Closed
58
Calls
$19M
Puts
$19.7M
Net Calls
-$639K
Net Calls Change
+$763K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
2
Millennium Management
Millennium Management
New York
+$175M
3
State Street
State Street
Massachusetts
+$162M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$80M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$218M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$203M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
4
Wells Fargo
Wells Fargo
California
-$90.7M
5
TCCM
Two Creeks Capital Management
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
451
Schnieders Capital Management
California
$205K +$214K +2,792 New
LFAS
452
Level Four Advisory Services
Texas
$202K +$210K +2,745 New
FT
453
Fiduciary Trust
Massachusetts
$202K +$211K +2,751 New
First Manhattan
454
First Manhattan
New York
$180K -$57.4K -750 -23%
TRCT
455
Tower Research Capital (TRC)
New York
$178K -$1.32M -17,239 -88%
CG
456
Cutler Group
California
$176K +$184K +2,398 New
PB
457
Pinnacle Bancorp
Nebraska
$170K +$177K +2,307 New
MWNA
458
Marshall Wace North America
New York
$169K +$176K +2,299 New
MC
459
Machina Capital
France
$162K +$168K +2,199 New
PA
460
Parallel Advisors
California
$148K +$1.76K +23 +1%
GWM
461
Geneos Wealth Management
Colorado
$143K -$22.9K -299 -13%
YWP
462
YorkBridge Wealth Partners
New York
$140K -$17.1K -223 -11%
MA
463
MCF Advisors
Kentucky
$138K – – –
GC
464
Globeflex Capital
California
$115K – – –
IUHSA
465
Itau Unibanco Holding S.A.
Brazil
$109K +$113K +1,476 New
BAM
466
Bruderman Asset Management
New York
$107K +$106K +1,391 +2,208%
JIR
467
James Investment Research
Ohio
$106K – – –
PCG
468
Private Capital Group
Connecticut
$105K – – –
LS
469
Livforsakringsbolaget Skandia
Sweden
$96K +$99.5K +1,300 New
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$95K +$2.53K +33 +3%
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.7K -$20.3K -265 -18%
NSIM
472
North Star Investment Management
Illinois
$88K – – –
ER
473
Enlightenment Research
Florida
$88K +$91.9K +1,200 New
IA
474
IFP Advisors
Florida
$82K -$89K -1,163 -51%
WAM
475
Wealthspire Advisors (Maryland)
Maryland
$78K +$7.35K +96 +10%
17 18
19
20 21

LW Hedge Fund Activity: Q4 2018 in Review

615 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2018, worth a combined $8.9B — up 13% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LW positions and 58 closed out — a net gain of 76 holders — while 156 added to existing stakes and 209 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $218M.

  • 615 institutional investors held Lamb Weston (LW) as of Q4 2018, up from 545 in Q3 2018.
  • Funds reported $8.9B of Lamb Weston stock for Q4 2018, up 13% quarter-over-quarter.
  • 134 funds opened new Lamb Weston positions in Q4 2018 and 58 closed out, a net change of +76 holders.
  • The largest Lamb Weston buyer in Q4 2018 was Vanguard Group, an estimated $199M added.
  • The largest Lamb Weston seller in Q4 2018 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.