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Lamb Weston

576 hedge funds and large institutions have $8.45B invested in Lamb Weston in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $18M

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $8.4B → $8.45B (+$50.7M)

1% more funds holding

Funds holding: 573576 (+3)

2% less ownership

Funds ownership: 90.19%88.19% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

Holders
576
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
11.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
71
Increased
165
Reduced
207
Closed
64
Calls
$35.6M
Puts
$18M
Net Calls
+$17.5M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$47K -$1.15K -18 -2%
HPC
452
HM Payson & Co
Maine
$47K +$2.37K +37 +5%
PCM
453
Prelude Capital Management
New York
$47K +$45.7K +713 New
EDRH
454
Edmond de Rothschild Holding
Switzerland
$44K
NIC
455
Northwest Investment Counselors
Oregon
$44K +$42.7K +666 New
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$42K +$3.07K +48 +8%
GI
457
Gradient Investments
Minnesota
$42K +$5.38K +84 +15%
SFS
458
Sowell Financial Services
Arkansas
$42K +$7.49K +117 +22%
JWM
459
Janiczek Wealth Management
Colorado
$40K
VCM
460
Vigilant Capital Management
Maine
$40K
GRP
461
Global Retirement Partners
California
$39K
CFA
462
Carroll Financial Associates
North Carolina
$37K
PGAM
463
Princeton Global Asset Management
New Jersey
$35K
MAM
464
Meeder Asset Management
Ohio
$35K +$2.75K +43 +9%
RIM
465
Rampart Investment Management
Connecticut
$34K -$38.4K -599 -54%
EI
466
Ellevest Inc
New York
$34K -$384 -6 -1%
CI Investments Inc
467
CI Investments Inc
Ontario, Canada
$31K -$466K -7,270 -94%
HFM
468
Hartford Financial Management
Connecticut
$31K
SIC
469
Salem Investment Counselors
North Carolina
$31K
MA
470
MCF Advisors
Kentucky
$30K
RCC
471
Red Cedar Capital
Nebraska
$30K
TCCM
472
Timber Creek Capital Management
Massachusetts
$30K
WT
473
Washington Trust
Rhode Island
$30K
FHC
474
First Horizon Corporation
Tennessee
$30K +$29.4K +459 New
FPFS
475
First Personal Financial Services
North Carolina
$29K

LW Hedge Fund Activity: Q3 2020 in Review

576 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2020, worth a combined $8.45B — up 0.6% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LW positions and 64 closed out — a net gain of 7 holders — while 165 added to existing stakes and 207 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $75.1M. The largest seller was William Blair Investment Management, cutting an estimated $97.3M.

  • 576 institutional investors held Lamb Weston (LW) as of Q3 2020, up from 573 in Q2 2020.
  • Funds reported $8.45B of Lamb Weston stock for Q3 2020, up 0.6% quarter-over-quarter.
  • 71 funds opened new Lamb Weston positions in Q3 2020 and 64 closed out, a net change of +7 holders.
  • The largest Lamb Weston buyer in Q3 2020 was Wellington Management Group, an estimated $75.1M added.
  • The largest Lamb Weston seller in Q3 2020 was William Blair Investment Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q3 2020.