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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
T
526
TCWP
Ohio
$304K +$295K +2,646 New
RWA
527
Redhawk Wealth Advisors
Minnesota
$303K +$294K +2,640 New
CSIC
528
Clifford Swan Investment Counsel
California
$303K
BC
529
Bridgefront Capital
Texas
$302K -$217K -1,949 -43%
AIMCA
530
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$299K
WAM
531
Weatherly Asset Management
California
$296K -$6.8K -61 -2%
CWM
532
C2C Wealth Management
Arizona
$295K
ETIA
533
Epic Trust Investment Advisors
Washington
$294K
KI
534
Kapitalo Investimentos
Brazil
$292K +$283K +2,540 New
CWM
535
Chicago Wealth Management
Illinois
$284K
WB
536
WesBanco Bank
West Virginia
$276K -$781 -7 -0.3%
WIM
537
WealthPlan Investment Management
Nebraska
$275K +$669 +6 +0.3%
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K +$20.1K +180 +8%
PAG
539
Private Advisor Group
New Jersey
$274K +$266K +2,382 New
EWA
540
EverSource Wealth Advisors
Alabama
$272K -$669 -6 -0.3%
LC
541
Lindbrook Capital
California
$270K +$892 +8 +0.3%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$265K +$11.3K +101 +5%
VFA
543
Valeo Financial Advisors
Indiana
$265K +$257K +2,302 New
HNB
544
Huntington National Bank
Ohio
$265K -$29.8K -267 -10%
BIAS
545
Beacon Investment Advisory Services
New Jersey
$264K
HI
546
Human Investing
Oregon
$262K -$59K -529 -19%
MAM
547
Martingale Asset Management
Massachusetts
$261K -$781 -7 -0.3%
GC
548
Guidance Capital
Kentucky
$261K +$301K +2,695 New
HI
549
Horizon Investments
North Carolina
$257K +$14.7K +132 +6%
CANY
550
Caxton Associates (New York)
New York
$257K +$249K +2,236 New

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.