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Lamb Weston

547 hedge funds and large institutions have $7.82B invested in Lamb Weston in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 162 increasing their positions, 188 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $140M | Put options by funds: $45.5M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

4% more capital invested

Capital invested by funds: $7.54B → $7.82B (+$281M)

0.14% less ownership

Funds ownership: 85.53%85.39% (-0.14%)

5% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 93

2% less funds holding

Funds holding: 558547 (-11)

14% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 188

Holders
547
Holders Change
-11
Holders Change %
-1.97%
% of All Funds
8.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
88
Increased
162
Reduced
188
Closed
93
Calls
$140M
Puts
$45.5M
Net Calls
+$94.6M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$5K
TFO
502
Tarbox Family Office
California
$5K
WOC
503
West Oak Capital
California
$5K
GWS
504
Glassman Wealth Services
Virginia
$5K +$1.21K +21 +32%
CWP
505
Concord Wealth Partners
Virginia
$5K +$4.21K +73 New
LC
506
Lindbrook Capital
California
$4K -$2.83K -49 -43%
CWC
507
Carolinas Wealth Consulting
North Carolina
$4K
CCA
508
Column Capital Advisors
Indiana
$4K
GLLW
509
Graves Light Lenhart Wealth
Virginia
$4K
LF
510
Lee Financial
Texas
$4K
TWM
511
Tradition Wealth Management
Minnesota
$4K
RPCONE
512
Retirement Planning Company of New England
Rhode Island
$4K +$3.81K +66 New
TC
513
TAP Consulting
Missouri
$4K +$3.81K +66 New
BFEC
514
Benjamin F. Edwards & Company
Missouri
$3K
CWA
515
Clearview Wealth Advisors
Oregon
$3K
PWMG
516
Prestige Wealth Management Group
New Jersey
$3K
SA
517
SRH Advisors
Kansas
$3K
VCM
518
Versant Capital Management
Arizona
$3K
SWA
519
Sutton Wealth Advisors
Florida
$2.73K +$1.73K +30 +231%
ASBI
520
American State Bank (Iowa)
Iowa
$2.47K
FPS
521
Fieldpoint Private Securities
Connecticut
$2K -$288 -5 -17%
BWM
522
Baystate Wealth Management
Massachusetts
$2K
CIR
523
Clear Investment Research
Georgia
$2K
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
AIP
525
Ahrens Investment Partners
Louisiana
$2K +$1.9K +33 New

LW Hedge Fund Activity: Q4 2021 in Review

547 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2021, worth a combined $7.82B — up 3.7% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of LW and 88 opened new positions — a net loss of 5 holders — while 188 trimmed existing stakes and 162 added.

The largest buyer was Marshall Wace, adding an estimated $179M. The largest seller was Wells Fargo, cutting an estimated $147M.

  • 547 institutional investors held Lamb Weston (LW) as of Q4 2021, down from 558 in Q3 2021.
  • Funds reported $7.82B of Lamb Weston stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q4 2021 and 93 closed out, a net change of -5 holders.
  • The largest Lamb Weston buyer in Q4 2021 was Marshall Wace, an estimated $179M added.
  • The largest Lamb Weston seller in Q4 2021 was Wells Fargo, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2021.