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Lamb Weston

754 hedge funds and large institutions have $11.7B invested in Lamb Weston in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 230 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 230

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6.97% more ownership

Funds ownership: 89.86%96.83% (+7%)

5% less funds holding

Funds holding: 790754 (-36)

13% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 142

15% less capital invested

Capital invested by funds: $13.7B → $11.7B (-$2.02B)

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

Holders
754
Holders Change
-36
Holders Change %
-4.56%
% of All Funds
10.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
123
Increased
275
Reduced
230
Closed
142
Calls
$214M
Puts
$369M
Net Calls
-$155M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
476
Cohen Klingenstein
New York
$348K
PRC
477
Pearl River Capital
Michigan
$344K -$661K -7,744 -65%
SWP
478
Significant Wealth Partners
Illinois
$343K +$123K +1,440 +54%
UF
479
Univest Financial
Pennsylvania
$342K +$153K +1,797 +79%
EWA
480
EP Wealth Advisors
California
$339K +$20.4K +239 +6%
AAM
481
Auxier Asset Management
Oregon
$337K
CAS
482
CTC Alternative Strategies
Illinois
$336K +$341K +4,000 New
TA
483
Tectonic Advisors
Texas
$334K +$339K +3,975 New
SC
484
Savant Capital
Illinois
$333K +$34.4K +403 +11%
NIM
485
NEOS Investment Management
Connecticut
$332K +$85K +996 +34%
AIM
486
Artemis Investment Management
United Kingdom
$327K -$105M -1,226,647 -100%
BRWA
487
B. Riley Wealth Advisors
Florida
$325K -$345K -4,049 -51%
JIC
488
Johnson Investment Counsel
Ohio
$324K
MG
489
Mather Group
Illinois
$324K +$7.68K +90 +3%
FTDI
490
First Trust Direct Indexing
Massachusetts
$318K +$63.3K +742 +24%
AWM
491
Apollon Wealth Management
South Carolina
$317K +$18K +211 +6%
FGA
492
Fortis Group Advisors
New Jersey
$315K -$1.42M -16,629 -82%
BBHC
493
Brown Brothers Harriman & Co
New York
$314K +$256K +3,000 +410%
BMSSC
494
B. Metzler seel. Sohn & Co
Germany
$309K +$13.3K +156 +4%
BFG
495
Bleakley Financial Group
New Jersey
$304K +$24.7K +289 +9%
SW
496
Simplicity Wealth
New Jersey
$304K +$24.7K +289 +9%
MAM
497
Mainsail Asset Management
Alabama
$301K
AWM
498
Accurate Wealth Management
Florida
$300K -$1.19K -14 -0.4%
KPWS
499
Kestra Private Wealth Services
Texas
$297K +$51.6K +605 +21%
WP
500
WealthPLAN Partners
Nebraska
$296K -$1.88K -22 -0.6%