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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
PAG
526
Private Advisor Group
New Jersey
$312K -$11.8K -113 -4%
SP
527
Symmetry Partners
Connecticut
$307K
MM
528
MQS Management
New York
$305K +$298K +2,864 New
GT
529
Greenleaf Trust
Michigan
$304K -$1.77K -17 -0.6%
KIA
530
KLR Investment Advisors
Rhode Island
$298K -$33.1K -318 -8%
MWM
531
Mattern Wealth Management
Kansas
$295K
SA
532
SL Advisors
New Jersey
$288K +$8.74K +84 +3%
DAS
533
Dynamic Advisor Solutions
Arizona
$287K +$54.2K +521 +24%
SWP
534
Significant Wealth Partners
Illinois
$282K +$69.3K +666 +34%
CSIC
535
Clifford Swan Investment Counsel
California
$280K
AIMCA
536
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$277K
CIA
537
Concurrent Investment Advisors
Florida
$277K +$57.8K +555 +27%
TPI
538
Trust Point Inc
Wisconsin
$276K -$190K -1,822 -41%
LC
539
Lindbrook Capital
California
$273K +$6.04K +58 +2%
ETIA
540
Epic Trust Investment Advisors
Washington
$272K
JF
541
Jump Financial
Illinois
$272K +$265K +2,550 New
NA
542
Navellier & Associates
Nevada
$267K -$7.69M -73,881 -97%
CWM
543
Chicago Wealth Management
Illinois
$263K
CTA
544
Chesley Taft & Associates
Illinois
$263K -$5.2K -50 -2%
FIM
545
Freedom Investment Management
Connecticut
$260K +$254K +2,440 New
WIM
546
WealthPlan Investment Management
Nebraska
$260K -$1.67K -16 -0.7%
DWM
547
Dakota Wealth Management
Florida
$256K +$250K +2,401 New
SPS
548
Susquehanna Portfolio Strategies
Pennsylvania
$256K -$2.04M -19,567 -89%
SICM
549
Sustainable Insight Capital Management
New York
$256K +$250K +2,400 New
CAMG
550
CWA Asset Management Group
Florida
$252K +$246K +2,362 New

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.