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Lamb Weston

602 hedge funds and large institutions have $7.22B invested in Lamb Weston in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 224 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $6.96M

1.65% more ownership

Funds ownership: 85.24%86.9% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 224

7% less funds holding

Funds holding: 646602 (-44)

32% less capital invested

Capital invested by funds: $10.7B → $7.22B (-$3.46B)

37% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
602
Holders Change
-44
Holders Change %
-6.81%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
65
Increased
202
Reduced
224
Closed
103
Calls
$15.5M
Puts
$6.96M
Net Calls
+$8.58M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
501
Atwood & Palmer
Missouri
$19K
SIM
502
Sonora Investment Management
Arizona
$19K
SWM
503
Sugarloaf Wealth Management
Georgia
$19K
TCM
504
Tradewinds Capital Management
Washington
$19K
DAM
505
Delta Asset Management
Tennessee
$18K -$740 -9 -3%
AIM
506
Artemis Investment Management
United Kingdom
$17.8K -$10M -122,227 -28%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$16K -$170K -2,065 -88%
VCP
508
Verus Capital Partners
Arizona
$16K -$2.63K -32 -10%
CAL
509
Capital Analysts LLC
Pennsylvania
$16K
ST
510
Smithfield Trust
Pennsylvania
$16K
CFG
511
Citizens Financial Group
Rhode Island
$16K +$21.6K +263 +1,644%
JCM
512
Jacobi Capital Management
Pennsylvania
$16K +$22.4K +272 New
HS
513
Horan Securities
United States
$16K +$22.6K +275 New
BFC
514
Bedel Financial Consulting
Indiana
$15K
PCTC
515
Perkins Coie Trust Company
Washington
$15K
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$1.48K +18 +7%
CAW
517
Cornerstone Advisors (Washington)
Washington
$15K +$1.97K +24 +10%
TC
518
Trust Company
Kansas
$14K
SIAS
519
Shine Investment Advisory Services
Colorado
$14K +$3.12K +38 +19%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$19.1K +232 +3,867%
PWMG
521
Prestige Wealth Management Group
New Jersey
$13K -$5.26K -64 -21%
CBT
522
Capital Bank & Trust
California
$13K
CT
523
Caldwell Trust
Florida
$12.3K
AA
524
Ancora Advisors
Ohio
$12K
CWM
525
Cedar Wealth Management
California
$12K +$17.3K +210 New

LW Hedge Fund Activity: Q1 2020 in Review

602 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2020, worth a combined $7.22B — down 32% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of LW and 65 opened new positions — a net loss of 38 holders — while 224 trimmed existing stakes and 202 added.

The largest buyer was BlackRock, adding an estimated $92.4M. The largest seller was Wellington Management Group, cutting an estimated $137M.

  • 602 institutional investors held Lamb Weston (LW) as of Q1 2020, down from 646 in Q4 2019.
  • Funds reported $7.22B of Lamb Weston stock for Q1 2020, down 32% quarter-over-quarter.
  • 65 funds opened new Lamb Weston positions in Q1 2020 and 103 closed out, a net change of -38 holders.
  • The largest Lamb Weston buyer in Q1 2020 was BlackRock, an estimated $92.4M added.
  • The largest Lamb Weston seller in Q1 2020 was Wellington Management Group, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2020.