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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
MAM
526
Martingale Asset Management
Massachusetts
$238K +$225K +2,278 New
PFC
527
Phocas Financial Corp
California
$237K -$87.6K -886 -28%
Schroder Investment Management Group
528
Schroder Investment Management Group
United Kingdom
$236K -$127K -1,289 -36%
SA
529
Syntax Advisors
New York
$234K -$32.9K -333 -13%
VCG
530
Vantage Consulting Group
Virginia
$234K -$32.9K -333 -13%
RA
531
RiverTree Advisors
Florida
$233K -$46.5K -470 -17%
WSC
532
Wellington Shields & Co
New York
$232K
DI
533
Diligent Investors
California
$232K +$220K +2,220 New
FDCDDQ
534
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$230K +$218K +2,204 New
BAM
536
Blueshift Asset Management
New Jersey
$224K +$212K +2,147 New
SCA
537
Stonebridge Capital Advisors
Minnesota
$223K
CC
538
Corton Capital
Ontario, Canada
$221K +$209K +2,118 New
FA
539
FDx Advisors
Illinois
$221K
HI
540
Horizon Investments
North Carolina
$220K +$209K +2,113 New
JIC
541
Johnson Investment Counsel
Ohio
$219K +$207K +2,096 New
TPCW
542
TD Private Client Wealth
New York
$217K -$8.7K -88 -4%
SLAM
543
Swiss Life Asset Management
$216K +$204K +2,066 New
SP
544
Successful Portfolios
Florida
$216K +$204K +2,062 New
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$215K
CIP
546
Convergence Investment Partners
Florida
$214K +$203K +2,052 New
FAFN
547
First Affirmative Financial Network
Colorado
$213K -$40.4K -408 -17%
EWA
548
Exencial Wealth Advisors
Oklahoma
$213K -$37K -374 -16%
ST
549
Smithfield Trust
Pennsylvania
$212K +$93.9K +949 +88%
KIA
550
KCM Investment Advisors
California
$212K -$33.4K -338 -14%

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.