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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$121M -$4.6M -44,230 -4%
AllianceBernstein
27
AllianceBernstein
Tennessee
$120M +$5.96M +57,262 +5%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$115M +$8.75M +84,084 +8%
PCM
29
Palestra Capital Management
New York
$115M +$113M +1,081,819 New
Marshall Wace
30
Marshall Wace
United Kingdom
$113M -$22.9M -219,877 -17%
N
31
Nuveen
North Carolina
$102M -$21.5M -206,292 -18%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$100M -$3.24M -31,180 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$89.5M +$16.3M +156,704 +23%
Ameriprise
34
Ameriprise
Minnesota
$87.1M -$14.1M -135,782 -14%
Barclays
35
Barclays
United Kingdom
$82.5M +$7.46M +71,644 +10%
Macquarie Group
36
Macquarie Group
Australia
$81.8M -$15.7M -151,092 -16%
MBI
37
Montrusco Bolton Investments
Quebec, Canada
$80.9M +$4.78M +45,889 +6%
PCM
38
Parsifal Capital Management
Connecticut
$77.4M -$40.6M -390,482 -35%
Legal & General Group
39
Legal & General Group
United Kingdom
$73.8M -$1.05M -10,057 -1%
AM
40
AGF Management
Ontario, Canada
$72.6M -$31M -297,839 -30%
Wells Fargo
41
Wells Fargo
California
$68.8M +$1.89M +18,140 +3%
DLA
42
Douglas Lane & Associates
New York
$67.7M +$6.82M +65,555 +11%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$65.8M +$1.6M +15,407 +3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$62.7M -$7.12M -68,420 -10%
UBS AM
45
UBS AM
Illinois
$60.4M -$1.13M -10,818 -2%
Axa
46
Axa
France
$59.8M +$58.5M +561,708 New
Amundi
47
Amundi
France
$56.5M -$26.9M -258,489 -27%
Goldman Sachs
48
Goldman Sachs
New York
$51.3M +$14.2M +136,207 +39%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$50.1M -$90.3M -867,800 -65%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$48.2M +$5.68M +54,603 +14%

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.