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Lamb Weston
LW

601 hedge funds and large institutions have $9.85B invested in Lamb Weston in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 175 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

60% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 55

17% more capital invested

Capital invested by funds: $8.45B → $9.85B (+$1.4B)

4% more funds holding

Funds holding: 576 → 601 (+25)

2.04% less ownership

Funds ownership: 88.19% → 86.15% (-2%)

16% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 208

28% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $38.8M

Holders
601
Holders Change
+25
Holders Change %
+4.34%
% of All Funds
10.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
88
Increased
175
Reduced
208
Closed
55
Calls
$28.1M
Puts
$38.8M
Net Calls
-$10.7M
Net Calls Change
-$28.2M

Top Buyers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
+$239M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.2M
3
Capital International Investors
Capital International Investors
California
+$80.6M
4
Wells Fargo
Wells Fargo
California
+$79.8M
5
BGI
BlueDrive Global Investors
United Kingdom
+$59.7M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$326M
2
BlackRock
BlackRock
New York
-$104M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$82.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$57.2M
5
AIM
Artemis Investment Management
United Kingdom
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
501
Pathstone Family Office
New Jersey
$27K – – –
RPWA
502
Regent Peak Wealth Advisors
Georgia
$27K +$25K +344 New
DAC
503
Dividend Assets Capital
South Carolina
$27K +$25.2K +346 New
FP
504
Financial Perspectives
Minnesota
$26.2K – – –
CFB
505
Cullen/Frost Bankers
Texas
$26K -$364 -5 -1%
AP
506
Atwood & Palmer
Missouri
$26K – – –
HWA
507
Heritage Wealth Advisors
Virginia
$26K – – –
SWM
508
Sugarloaf Wealth Management
Georgia
$26K – – –
TCM
509
Tradewinds Capital Management
Washington
$26K – – –
DAM
510
Delta Asset Management
Tennessee
$25K – – –
PWM
511
Perigon Wealth Management
California
$25K +$22.9K +315 New
CCA
512
Childress Capital Advisors
Texas
$24K +$22.4K +308 New
TAIM
513
TD Ameritrade Investment Management
Nebraska
$23K +$4.44K +61 +26%
IAIM
514
International Assets Investment Management
Florida
$23K +$21K +289 New
HS
515
Horan Securities
United States
$22K – – –
BFC
516
Bedel Financial Consulting
Indiana
$21K – – –
PCTC
517
Perkins Coie Trust Company
Washington
$21K – – –
FF
518
FourThought Financial
Florida
$21K +$19.9K +273 New
TC
519
Trust Company
Kansas
$20K – – –
TWA
520
TCI Wealth Advisors
Arizona
$19K – – –
QCG
521
Quadrant Capital Group
Ohio
$19K +$1.17K +16 +7%
WEC
522
Winslow Evans & Crocker
Massachusetts
$19K +$17.5K +240 New
BSSFA
523
Baron Silver Stevens Financial Advisors
Florida
$19K +$18.1K +248 New
CT
524
Caldwell Trust
Florida
$17K – – –
AA
525
Ancora Advisors
Ohio
$17K – – –
19 20
21
22 23

LW Hedge Fund Activity: Q4 2020 in Review

601 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2020, worth a combined $9.85B — up 17% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new LW positions and 55 closed out — a net gain of 33 holders — while 175 added to existing stakes and 208 trimmed.

The largest buyer was APG Asset Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $326M.

  • 601 institutional investors held Lamb Weston (LW) as of Q4 2020, up from 576 in Q3 2020.
  • Funds reported $9.85B of Lamb Weston stock for Q4 2020, up 17% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q4 2020 and 55 closed out, a net change of +33 holders.
  • The largest Lamb Weston buyer in Q4 2020 was APG Asset Management, an estimated $239M added.
  • The largest Lamb Weston seller in Q4 2020 was Capital Research Global Investors, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2020.