We are live on ! Find out more
LW icon

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
BIAS
451
Beacon Investment Advisory Services
New Jersey
$486K +$233K +2,239 +96%
CBNLCF
452
Cognios Beta Neutral Large Cap Fund
Kansas
$482K -$17.2K -165 -4%
TCA
453
Transcend Capital Advisors
New Jersey
$479K +$833 +8 +0.2%
EP
454
Edgestream Partners
New Jersey
$479K +$468K +4,497 New
Los Angeles Capital Management
455
Los Angeles Capital Management
California
$470K +$459K +4,409 New
KFA
456
Kapstone Financial Advisors
Ohio
$467K
PP
457
Prudential plc
United Kingdom
$461K -$359K -3,450 -44%
SOAMC
458
Spirit of America Management Corp
New York
$458K
PWG
459
Portside Wealth Group
Utah
$458K +$64.4K +619 +17%
PWM
460
Purus Wealth Management
California
$449K -$3.54K -34 -0.8%
CK
461
Cohen Klingenstein
New York
$440K
AAM
462
Auxier Asset Management
Oregon
$427K -$5.83K -56 -1%
SIA
463
Schechter Investment Advisors
Michigan
$425K +$1.25K +12 +0.3%
IC
464
IEQ Capital
California
$424K +$20.3K +195 +5%
LNC
465
Lincoln National Corp
Pennsylvania
$424K +$132K +1,270 +47%
Squarepoint
466
Squarepoint
New York
$417K -$1.25K -12 -0.3%
RIM
467
Rakuten Investment Management
Japan
$414K +$367K +3,524 +984%
JIC
468
Johnson Investment Counsel
Ohio
$411K +$28.1K +270 +8%
MFIM
469
Mesirow Financial Investment Management
Illinois
$407K +$398K +3,821 New
AAS
470
Avantax Advisory Services
Texas
$405K +$14K +135 +4%
EWA
471
EP Wealth Advisors
California
$405K +$54.4K +523 +16%
SCA
472
Snowden Capital Advisors
New York
$404K +$24.7K +237 +7%
FAB
473
First American Bank
Illinois
$400K -$48K -461 -11%
VIA
474
Virtus Investment Advisers
Connecticut
$398K +$389K +3,739 New
AP
475
Advisors Preferred
Maryland
$395K -$43.1K -414 -10%

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.