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Lamb Weston
LW

751 hedge funds and large institutions have $11.8B invested in Lamb Weston in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 249 increasing their positions, 268 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $158M | Put options by funds: $90.8M

0.57% more ownership

Funds ownership: 86.67% → 87.24% (+0.57%)

7% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 268

4% less funds holding

Funds holding: 782 → 751 (-31)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

18% less capital invested

Capital invested by funds: $14.4B → $11.8B (-$2.6B)

19% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 106

Holders
751
Holders Change
-31
Holders Change %
-3.96%
% of All Funds
11.92%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
86
Increased
249
Reduced
268
Closed
106
Calls
$158M
Puts
$90.8M
Net Calls
+$67.4M
Net Calls Change
-$106M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$143M
2
Marshall Wace
Marshall Wace
United Kingdom
+$97.5M
3
TCIM
TOMS Capital Investment Management
New York
+$85.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$76M
5
Holocene Advisors
Holocene Advisors
New York
+$72.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
3
TGA
TPG GP A
Texas
-$79M
4
Bank of America
Bank of America
North Carolina
-$69.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$67.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$106M +$1.47M +14,527 +1%
N
27
Nuveen
North Carolina
$103M -$539K -5,314 -0.5%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$101M -$129M -1,273,988 -54%
AM
29
AGF Management
Ontario, Canada
$91.7M -$1.74M -17,141 -2%
CIP
30
Champlain Investment Partners
Vermont
$91.4M -$224K -2,210 -0.2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$89.8M -$2.7M -26,633 -3%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$86.4M +$76M +750,033 +407%
Barclays
33
Barclays
United Kingdom
$85.4M +$22.4M +221,223 +31%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$82.5M -$205M -2,019,417 -69%
TCIM
35
TOMS Capital Investment Management
New York
$78.1M +$85.7M +845,000 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$77.2M -$2.97M -29,319 -3%
Amundi
37
Amundi
France
$76.2M +$30.4M +299,900 +49%
Norges Bank
38
Norges Bank
Norway
$72.6M +$12.2M +120,768 +18%
JP Morgan Chase
39
JP Morgan Chase
New York
$70.2M +$26.8M +264,572 +53%
SSA
40
Schonfeld Strategic Advisors
New York
$69M +$41.6M +409,810 +122%
Legal & General Group
41
Legal & General Group
United Kingdom
$68.7M -$5.64M -55,587 -7%
Macquarie Group
42
Macquarie Group
Australia
$67.7M -$16.1M -158,916 -18%
Man Group
43
Man Group
United Kingdom
$66.9M -$18.9M -186,221 Closed
Baird Financial Group
44
Baird Financial Group
Wisconsin
$63.4M +$1.75M +17,262 +3%
CCM
45
Candlestick Capital Management
Connecticut
$60.1M +$6.08M +60,000 +10%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$59.2M +$34.8M +343,351 +116%
Wells Fargo
47
Wells Fargo
California
$57.3M +$3.66M +36,091 +6%
UBS AM
48
UBS AM
Illinois
$53.3M +$18.3M +180,715 +46%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$52.8M +$27.1M +267,725 +88%
Alyeska Investment Group
50
Alyeska Investment Group
Illinois
$48M +$7.85M +77,414 +18%
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LW Hedge Fund Activity: Q3 2023 in Review

751 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2023, worth a combined $11.8B — down 18% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of LW and 86 opened new positions — a net loss of 20 holders — while 268 trimmed existing stakes and 249 added.

The largest buyer was Citadel Advisors, adding an estimated $143M. The largest seller was Wellington Management Group, cutting an estimated $205M.

  • 751 institutional investors held Lamb Weston (LW) as of Q3 2023, down from 782 in Q2 2023.
  • Funds reported $11.8B of Lamb Weston stock for Q3 2023, down 18% quarter-over-quarter.
  • 86 funds opened new Lamb Weston positions in Q3 2023 and 106 closed out, a net change of -20 holders.
  • The largest Lamb Weston buyer in Q3 2023 was Citadel Advisors, an estimated $143M added.
  • The largest Lamb Weston seller in Q3 2023 was Wellington Management Group, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2023.