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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
GI
501
Gradient Investments
Minnesota
$37K
HFM
502
Hartford Financial Management
Connecticut
$34K
FCA
503
FinTrust Capital Advisors
South Carolina
$34K +$35.4K +462 New
RCC
504
Red Cedar Capital
Nebraska
$33K
FPFS
505
First Personal Financial Services
North Carolina
$32K
WTB
506
Washington Trust Bank
Washington
$32K
HCM
507
Highlander Capital Management
New Jersey
$31K
SLF
508
Sun Life Financial
Ontario, Canada
$30K +$30.9K +404 New
GLI
509
Guardian Life Insurance
New York
$30K +$31.7K +414 New
AAMU
510
Amundi Asset Management US
Massachusetts
$29.2K +$10M +130,682 +49%
MCM
511
Manchester Capital Management
Vermont
$29K
AAM
512
Advisors Asset Management
Colorado
$29K +$11.6K +151 +62%
PGAM
513
Princeton Global Asset Management
New Jersey
$29K +$30.6K +400 New
TCM
514
Tradewinds Capital Management
Washington
$28K
WB
515
Webster Bank
Connecticut
$26K
AIM
516
Advantage Investment Management
Iowa
$25K +$26K +340 New
AP
517
Atwood & Palmer
Missouri
$24K
DAM
518
Delta Asset Management
Tennessee
$24K
GAM
519
Gemmer Asset Management
California
$24K +$9.03K +118 +58%
DWM
520
Doyle Wealth Management
Florida
$24K +$25.5K +333 New
ACS
521
Archford Capital Strategies
Illinois
$22K
FIB
522
First Interstate Bank
Montana
$22K
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$22K +$919 +12 +4%
CIA
524
CSat Investment Advisory
Michigan
$22K +$23K +301 New
CFA
525
Clarfeld Financial Advisors
New York
$22K +$23.5K +307 New

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.