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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
476
Hunter Associates Investment Management
Pennsylvania
$327K -$137K -1,389 -31%
ACG
477
Allen Capital Group
Nebraska
$326K +$309K +3,123 New
RIL
478
Rothschild Investment LLC
Illinois
$325K
Vontobel Holding
479
Vontobel Holding
Switzerland
$323K +$306K +3,095 New
BP
480
Ballentine Partners
Massachusetts
$323K +$18.6K +188 +6%
TCM
481
Telos Capital Management
California
$320K -$2.37K -24 -0.8%
FTDI
482
First Trust Direct Indexing
Massachusetts
$316K +$42.4K +429 +17%
PB
483
Pinnacle Bancorp
Nebraska
$315K +$26.7K +270 +10%
PTC
484
Philadelphia Trust Company
Pennsylvania
$314K
ERIM
485
Eagle Ridge Investment Management
Connecticut
$314K
BA
486
Bellwether Advisors
Nebraska
$311K
GVAG
487
Great Valley Advisor Group
Delaware
$310K +$16.4K +166 +6%
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$309K +$106K +1,071 +57%
CCM
489
Coldstream Capital Management
Washington
$308K +$5.24K +53 +2%
FT
490
Fiduciary Trust
Massachusetts
$306K -$20.4K -206 -7%
SCA
491
Scott Capital Advisors
Oregon
$305K
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$298K +$1.39K +14 +0.5%
ONB
493
Old National Bancorp
Indiana
$296K +$14.9K +151 +6%
HI
494
Human Investing
Oregon
$293K -$137K -1,387 -33%
DWP
495
Destiny Wealth Partners
Florida
$291K -$77.5K -784 -22%
MWM
496
Mattern Wealth Management
Kansas
$289K
WP
497
WealthPLAN Partners
Nebraska
$286K -$478K -4,830 -64%
SWM
498
Sendero Wealth Management
Texas
$282K -$132K -1,335 -33%
CWM
499
C2C Wealth Management
Arizona
$282K
AIA
500
Angeles Investment Advisors
California
$280K

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.