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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
501
C.M. Bidwell & Associates
Hawaii
$349K +$416 +4 +0.1%
AIM
502
Achmea Investment Management
Netherlands
$347K
ATC
503
Argent Trust Co
Tennessee
$346K +$338K +3,244 New
HAIM
504
Hunter Associates Investment Management
Pennsylvania
$345K
SF
505
Synovus Financial
Georgia
$343K +$14.9K +143 +5%
GVAG
506
Great Valley Advisor Group
Delaware
$342K +$15.1K +145 +5%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$341K -$18K -173 -5%
CCFM
508
Clear Creek Financial Management
Washington
$341K +$333K +3,200 New
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$340K +$4.06K +39 +1%
SLAM
510
Swiss Life Asset Management
$339K -$477K -4,582 -59%
RIL
511
Rothschild Investment LLC
Illinois
$337K
AC
512
AXQ Capital
New Jersey
$330K -$656K -6,300 -67%
TCM
513
Telos Capital Management
California
$326K -$937 -9 -0.3%
FTDI
514
First Trust Direct Indexing
Massachusetts
$324K +$29.8K +286 +10%
AAP
515
Arax Advisory Partners
Colorado
$321K +$18.2K +175 +6%
BIM
516
Bridges Investment Management
Nebraska
$320K -$104K -1,000 -25%
ERIM
517
Eagle Ridge Investment Management
Connecticut
$320K
MG
518
Mather Group
Illinois
$319K -$5.93K -57 -2%
S
519
SignatureFD
Georgia
$319K +$138K +1,326 +80%
ORG
520
Optimist Retirement Group
Washington
$318K +$67.6K +650 +28%
AWM
521
Accurate Wealth Management
Florida
$317K -$40.7K -391 -9%
BA
522
Bellwether Advisors
Nebraska
$317K
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$315K +$4.68K +45 +2%
NIM
524
NEOS Investment Management
Connecticut
$315K +$94.3K +906 +44%
KPWS
525
Kestra Private Wealth Services
Texas
$312K +$1.46K +14 +0.5%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.