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Lamb Weston

615 hedge funds and large institutions have $8.9B invested in Lamb Weston in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 156 increasing their positions, 209 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more capital invested

Capital invested by funds: $7.88B → $8.9B (+$1.02B)

13% more funds holding

Funds holding: 545615 (+70)

2.29% more ownership

Funds ownership: 80.87%83.16% (+2.3%)

3% less call options, than puts

Call options by funds: $19M | Put options by funds: $19.7M

25% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 209

Holders
615
Holders Change
+70
Holders Change %
+12.84%
% of All Funds
13.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
134
Increased
156
Reduced
209
Closed
58
Calls
$19M
Puts
$19.7M
Net Calls
-$639K
Net Calls Change
+$763K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
476
Alpha Omega Wealth Management
Virginia
$77K -$3.6K -47 -4%
PO
477
Private Ocean
California
$74K
VFA
478
Valeo Financial Advisors
Indiana
$74K
RE
479
RBC Europe
United Kingdom
$73.9K
SWM
480
SeaCrest Wealth Management
New York
$72K -$28K -366 -27%
TCOV
481
Trust Company of Vermont
Vermont
$72K -$4.82K -63 -6%
AAP
482
Arax Advisory Partners
Colorado
$72K -$383 -5 -0.5%
AWM
483
Avior Wealth Management
Nebraska
$72K
SFG
484
SevenBridge Financial Group
Pennsylvania
$67K
FANJ
485
Financial Architects (New Jersey)
New Jersey
$61K +$63.5K +829 New
WTC
486
WhitTier Trust Company
Nevada
$57K
S
487
SignatureFD
Georgia
$56K +$4.52K +59 +8%
EWM
488
Executive Wealth Management
Michigan
$55K +$57.3K +749 New
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$53K +$1.68K +22 +3%
TWA
490
TCI Wealth Advisors
Arizona
$51K
EDRH
491
Edmond de Rothschild Holding
Switzerland
$49K
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$48K +$6.74K +88 +16%
BFEC
493
Benjamin F. Edwards & Company
Missouri
$47K +$45.1K +589 +1,178%
JWM
494
Janiczek Wealth Management
Colorado
$45K
FQ
495
First Quadrant
California
$42K
THWM
496
Taylor Hoffman Wealth Management
Virginia
$41K
RFM
497
Royal Fund Management
Florida
$39K
SIM
498
Sonora Investment Management
Arizona
$38K
TCCM
499
Timber Creek Capital Management
Massachusetts
$38K +$23.7K +310 +144%
DWM
500
Destination Wealth Management
California
$37K -$1.68K -22 -4%

LW Hedge Fund Activity: Q4 2018 in Review

615 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2018, worth a combined $8.9B — up 13% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LW positions and 58 closed out — a net gain of 76 holders — while 156 added to existing stakes and 209 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $218M.

  • 615 institutional investors held Lamb Weston (LW) as of Q4 2018, up from 545 in Q3 2018.
  • Funds reported $8.9B of Lamb Weston stock for Q4 2018, up 13% quarter-over-quarter.
  • 134 funds opened new Lamb Weston positions in Q4 2018 and 58 closed out, a net change of +76 holders.
  • The largest Lamb Weston buyer in Q4 2018 was Vanguard Group, an estimated $199M added.
  • The largest Lamb Weston seller in Q4 2018 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.