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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
AWM
451
Accurate Wealth Management
Florida
$521K -$18.7K -168 -4%
CBNLCF
452
Cognios Beta Neutral Large Cap Fund
Kansas
$519K +$504K +4,516 New
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$518K +$51.1K +458 +11%
IGAM
454
iA Global Asset Management
Quebec, Canada
$513K +$498K +4,464 New
WANY
455
Wealthspire Advisors (New York)
New York
$510K +$495K +4,437 New
SWP
456
Stratos Wealth Partners
Ohio
$509K +$213K +1,909 +76%
CI Investments Inc
457
CI Investments Inc
Ontario, Canada
$499K -$102K -911 -17%
AP
458
Advisors Preferred
Maryland
$498K -$47.9K -429 -9%
EF
459
Empirical Finance
Pennsylvania
$498K +$53.2K +477 +12%
FB
460
Fulton Bank
Pennsylvania
$496K +$481K +4,315 New
USCWA
461
U.S. Capital Wealth Advisors
Texas
$495K +$480K +4,304 New
SOAMC
462
Spirit of America Management Corp
New York
$494K
IC
463
IEQ Capital
California
$488K -$150K -1,345 -24%
TMAM
464
Tokio Marine Asset Management
Japan
$485K +$34.6K +310 +8%
BFG
465
Bleakley Financial Group
New Jersey
$480K +$21.8K +195 +5%
HCM
466
Huber Capital Management
California
$479K
CK
467
Cohen Klingenstein
New York
$475K
SCA
468
Snowden Capital Advisors
New York
$473K -$6.8K -61 -1%
BBVA
469
Banco Bilbao Vizcaya Argentaria
Spain
$472K -$760K -6,813 -62%
MOS
470
MGO One Seven
Ohio
$469K +$26.9K +241 +6%
PWM
471
Purus Wealth Management
California
$469K +$455K +4,079 New
SIA
472
Schechter Investment Advisors
Michigan
$468K +$4.91K +44 +1%
AAM
473
Auxier Asset Management
Oregon
$467K
SS
474
Simplicity Solutions
Minnesota
$465K +$5.02K +45 +1%
AAS
475
Avantax Advisory Services
Texas
$464K -$73.4K -658 -14%

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.