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Lamb Weston

576 hedge funds and large institutions have $8.45B invested in Lamb Weston in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $18M

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $8.4B → $8.45B (+$50.7M)

1% more funds holding

Funds holding: 573576 (+3)

2% less ownership

Funds ownership: 90.19%88.19% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

Holders
576
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
11.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
71
Increased
165
Reduced
207
Closed
64
Calls
$35.6M
Puts
$18M
Net Calls
+$17.5M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
501
TD Ameritrade Investment Management
Nebraska
$16K +$1.22K +19 +9%
QCG
502
Quadrant Capital Group
Ohio
$15K -$6.79K -106 -32%
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$15K
CT
504
Caldwell Trust
Florida
$14.3K
SBL
505
Sargent Bickham Lagudis
Colorado
$14K -$1.78M -27,857 -99%
AA
506
Ancora Advisors
Ohio
$14K
TC
507
Truvestments Capital
Florida
$13K
WT
508
Whittier Trust
California
$12K -$512 -8 -4%
CAW
509
Cornerstone Advisors (Washington)
Washington
$12K
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
FCM
511
Firestone Capital Management
Florida
$12K
HIA
512
Harbor Investment Advisory
Maryland
$11K
WCG
513
Weaver Consulting Group
California
$11K
PWMG
514
Prestige Wealth Management Group
New Jersey
$10K -$576 -9 -5%
OC
515
Oakworth Capital
Alabama
$10K
QCMC
516
Quantum Capital Management (California)
California
$10K
CI
517
CX Institutional
Indiana
$10K +$5.83K +91 +160%
Parallax Volatility Advisers
518
Parallax Volatility Advisers
California
$9K -$124K -1,937 -93%
DTIM
519
Danda Trouve Investment Management
Kansas
$9K -$16.9K -264 -65%
CA
520
Clearstead Advisors
Ohio
$9K
CFN
521
Cordasco Financial Network
Florida
$9K
SIAS
522
Shine Investment Advisory Services
Colorado
$9K
VCM
523
Versant Capital Management
Arizona
$9K
AWA
524
Arkadios Wealth Advisors
Georgia
$8.58K +$384 +6 +5%
SFSIG
525
San Francisco Sentry Investment Group
California
$8K

LW Hedge Fund Activity: Q3 2020 in Review

576 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2020, worth a combined $8.45B — up 0.6% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LW positions and 64 closed out — a net gain of 7 holders — while 165 added to existing stakes and 207 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $75.1M. The largest seller was William Blair Investment Management, cutting an estimated $97.3M.

  • 576 institutional investors held Lamb Weston (LW) as of Q3 2020, up from 573 in Q2 2020.
  • Funds reported $8.45B of Lamb Weston stock for Q3 2020, up 0.6% quarter-over-quarter.
  • 71 funds opened new Lamb Weston positions in Q3 2020 and 64 closed out, a net change of +7 holders.
  • The largest Lamb Weston buyer in Q3 2020 was Wellington Management Group, an estimated $75.1M added.
  • The largest Lamb Weston seller in Q3 2020 was William Blair Investment Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q3 2020.