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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
501
Chicago Partners Investment Group
Illinois
$276K +$3.96K +40 +2%
AAP
502
Arax Advisory Partners
Colorado
$276K +$21.6K +218 +9%
WAM
503
Weatherly Asset Management
California
$276K -$35.1K -355 -12%
CSIC
504
Clifford Swan Investment Counsel
California
$275K -$198 -2 -0.1%
MG
505
Mather Group
Illinois
$274K +$259K +2,617 New
SFS
506
Sowell Financial Services
Arkansas
$272K +$258K +2,606 New
DZ Bank
507
DZ Bank
Germany
$272K +$257K +2,602 New
AIMCA
508
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$272K +$257K +2,600 New
Group One Trading
509
Group One Trading
Illinois
$271K +$257K +2,594 New
HNB
510
Huntington National Bank
Ohio
$269K +$3.76K +38 +2%
ETIA
511
Epic Trust Investment Advisors
Washington
$267K
SWP
512
Stratos Wealth Partners
Ohio
$263K +$249K +2,520 New
FIM
513
Freedom Investment Management
Connecticut
$259K +$245K +2,482 New
CWM
514
Chicago Wealth Management
Illinois
$258K
KPWS
515
Kestra Private Wealth Services
Texas
$256K +$15.3K +155 +7%
ISL
516
Ingalls & Snyder LLC
New York
$254K -$36.5K -369 -13%
WB
517
WesBanco Bank
West Virginia
$251K +$238K +2,405 New
FCA
518
FinTrust Capital Advisors
South Carolina
$251K
WIM
519
WealthPlan Investment Management
Nebraska
$249K -$516K -5,221 -69%
EWA
520
EverSource Wealth Advisors
Alabama
$248K
CM
521
Capula Management
Cayman Islands
$248K -$900K -9,098 -79%
LC
522
Lindbrook Capital
California
$245K +$1.48K +15 +0.6%
BIAS
523
Beacon Investment Advisory Services
New Jersey
$240K -$2.27K -23 -1%
BMSSC
524
B. Metzler seel. Sohn & Co
Germany
$240K
IAIM
525
Industrial Alliance Investment Management
Quebec, Canada
$239K +$226K +2,282 New

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.