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Lamb Weston

685 hedge funds and large institutions have $8.44B invested in Lamb Weston in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $613M | Put options by funds: $535M

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

6.12% less ownership

Funds ownership: 96.83%90.71% (-6.1%)

9% less funds holding

Funds holding: 754685 (-69)

28% less capital invested

Capital invested by funds: $11.7B → $8.44B (-$3.28B)

39% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 155

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
685
Holders Change
-69
Holders Change %
-9.15%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.07%
New
95
Increased
233
Reduced
245
Closed
155
Calls
$613M
Puts
$535M
Net Calls
+$78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
501
Spirit of America Management Corp
New York
$117K
LSA
502
Leonteq Securities AG
Switzerland
$111K +$61K +924 +117%
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$109K +$44.7K +677 +67%
IA
504
IFP Advisors
Florida
$108K -$42.3K -641 -28%
PMFA
505
Plante Moran Financial Advisors
Michigan
$105K +$66.2K +1,003 +161%
FFC
506
First Financial Corp
Indiana
$98.6K
WPWM
507
Western Pacific Wealth Management
Illinois
$96.8K +$98.7K +1,495 New
PK
508
Pflug Koory
Nebraska
$93.9K +$95.7K +1,450 New
LC
509
Lindbrook Capital
California
$91.3K +$15.1K +229 +19%
QL
510
Quarry LP
New York
$87.5K +$89.3K +1,352 New
IHWM
511
Iron Horse Wealth Management
Iowa
$86.2K +$44K +666 +100%
NSIM
512
North Star Investment Management
Illinois
$84.5K +$66 +1 +0.1%
FIA
513
FNY Investment Advisers
New York
$83K -$660 -10 -0.8%
BTI
514
Blue Trust Inc
Georgia
$79.9K +$33.9K +514 +118%
TPCW
515
TD Private Client Wealth
New York
$76.3K +$3.83K +58 +5%
ECM
516
Engine Capital Management
New York
$76.1K +$77.6K +1,175 New
CBT
517
CoreFirst Bank & Trust
Kansas
$75.9K +$77.5K +1,173 New
TC
518
Trust Company
Kansas
$74.1K
GM
519
GeoWealth Management
Illinois
$73.7K +$75.1K +1,138 New
PB
520
Pinnacle Bancorp
Nebraska
$72.5K +$1.98K +30 +3%
GI
521
GAMMA Investing
California
$71.2K +$47.4K +718 +188%
CFGS
522
Concourse Financial Group Securities
Alabama
$68.8K
AF
523
Allworth Financial
California
$68.2K +$5.28K +80 +8%
VWM
524
Venturi Wealth Management
Texas
$66.2K +$31.6K +479 +88%
HWA
525
HHM Wealth Advisors
Tennessee
$64.7K

LW Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2024, worth a combined $8.44B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of LW and 95 opened new positions — a net loss of 60 holders — while 245 trimmed existing stakes and 233 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 685 institutional investors held Lamb Weston (LW) as of Q3 2024, down from 754 in Q2 2024.
  • Funds reported $8.44B of Lamb Weston stock for Q3 2024, down 28% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2024 and 155 closed out, a net change of -60 holders.
  • The largest Lamb Weston buyer in Q3 2024 was JANA Partners Management, an estimated $233M added.
  • The largest Lamb Weston seller in Q3 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2024.