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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
501
Ballentine Partners
Massachusetts
$368K +$12.6K +113 +4%
AWM
502
Apollon Wealth Management
South Carolina
$363K +$352K +3,157 New
RIL
503
Rothschild Investment LLC
Illinois
$361K +$3.23K +29 +0.9%
HAIM
504
Hunter Associates Investment Management
Pennsylvania
$360K
ACG
505
Allen Capital Group
Nebraska
$359K
TCM
506
Telos Capital Management
California
$352K -$446 -4 -0.1%
PB
507
Pinnacle Bancorp
Nebraska
$347K
GT
508
Greenleaf Trust
Michigan
$346K -$25.4K -228 -7%
PTC
509
Philadelphia Trust Company
Pennsylvania
$345K
ERIM
510
Eagle Ridge Investment Management
Connecticut
$345K
CAM
511
Cozad Asset Management
Illinois
$343K -$315K -2,820 -49%
BA
512
Bellwether Advisors
Nebraska
$342K +$112 +1 +0%
GVAG
513
Great Valley Advisor Group
Delaware
$341K
IA
514
IFP Advisors
Florida
$341K +$45K +403 +16%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$339K +$11.3K +101 +4%
PWG
516
Portside Wealth Group
Utah
$337K +$327K +2,934 New
FT
517
Fiduciary Trust
Massachusetts
$337K
SCA
518
Scott Capital Advisors
Oregon
$335K
LP
519
LMR Partners
United Kingdom
$333K +$323K +2,893 New
CCM
520
Coldstream Capital Management
Washington
$330K -$7.92K -71 -2%
KPWS
521
Kestra Private Wealth Services
Texas
$329K +$46.6K +418 +17%
FTDI
522
First Trust Direct Indexing
Massachusetts
$326K -$20.4K -183 -6%
CCG
523
Cypress Capital Group
Florida
$321K -$163K -1,460 -34%
MWM
524
Mattern Wealth Management
Kansas
$318K
EWA
525
EP Wealth Advisors
California
$316K -$2.39M -21,388 -91%

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.