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Lamb Weston

548 hedge funds and large institutions have $8.14B invested in Lamb Weston in 2018 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 161 increasing their positions, 184 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 39

21% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $18.6M

17% more capital invested

Capital invested by funds: $6.98B → $8.14B (+$1.16B)

4% more funds holding

Funds holding: 528548 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.64% less ownership

Funds ownership: 81.96%81.32% (-0.64%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 184

Holders
548
Holders Change
+20
Holders Change %
+3.79%
% of All Funds
12.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
66
Increased
161
Reduced
184
Closed
39
Calls
$22.5M
Puts
$18.6M
Net Calls
+$3.88M
Net Calls Change
-$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
526
Glassman Wealth Services
Virginia
$3K
LF
527
Lee Financial
Texas
$3K
NWM
528
Northwest Wealth Management
Iowa
$3K
GRP
529
Global Retirement Partners
California
$2K
PFSC
530
Peoples Financial Services Corp
Pennsylvania
$2K
WEC
531
Winslow Evans & Crocker
Massachusetts
$2K
CA
532
Centerpoint Advisors
Massachusetts
$2K +$1.96K +30 New
Rockefeller Capital Management
533
Rockefeller Capital Management
New York
$2K +$2.35K +36 New
SWA
534
Sutton Wealth Advisors
Florida
$1.23K
RWML
535
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.17K
FHA
536
First Horizon Advisors
Tennessee
$1K -$1.5K -23 -49%
PMFA
537
Plante Moran Financial Advisors
Michigan
$1K -$1.24K -19 -54%
CBOA
538
Commonwealth Bank of Australia
Australia
$1K -$1.05K -16 -44%
FGAM
539
Financial Gravity Asset Management
Texas
$1K -$392 -6 -43%
TFA
540
Transamerica Financial Advisors
Florida
$1K -$261 -4 -80%
BWM
541
Baystate Wealth Management
Massachusetts
$1K
EA
542
Edge Advisors
Georgia
$1K
PCFFS
543
Pacific Center for Financial Services
California
$1K
PRS
544
Pinkerton Retirement Specialists
Idaho
$1K
TSW
545
Thompson Siegel & Walmsley
Virginia
$1K
RWP
546
RWA Wealth Partners
Massachusetts
$1K +$654 +10 New
AIL
547
AGF Investments LLC
Ontario, Canada
$35 +$1.9K +29 +6%
PWAM
548
Park West Asset Management
California
-$36M -618,900 Closed
SC
549
Sasco Capital
Connecticut
-$30.2M -517,925 Closed
IP
550
Interval Partners
New York
-$20.3M -348,807 Closed

LW Hedge Fund Activity: Q2 2018 in Review

548 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2018, worth a combined $8.14B — up 17% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new LW positions and 39 closed out — a net gain of 27 holders — while 161 added to existing stakes and 184 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $121M. The largest seller was Newbrook Capital Advisors, cutting an estimated $95M.

  • 548 institutional investors held Lamb Weston (LW) as of Q2 2018, up from 528 in Q1 2018.
  • Funds reported $8.14B of Lamb Weston stock for Q2 2018, up 17% quarter-over-quarter.
  • 66 funds opened new Lamb Weston positions in Q2 2018 and 39 closed out, a net change of +27 holders.
  • The largest Lamb Weston buyer in Q2 2018 was Wellington Management Group, an estimated $121M added.
  • The largest Lamb Weston seller in Q2 2018 was Newbrook Capital Advisors, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2018.