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Lamb Weston

754 hedge funds and large institutions have $11.7B invested in Lamb Weston in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 230 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 230

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6.97% more ownership

Funds ownership: 89.86%96.83% (+7%)

5% less funds holding

Funds holding: 790754 (-36)

13% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 142

15% less capital invested

Capital invested by funds: $13.7B → $11.7B (-$2.02B)

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

Holders
754
Holders Change
-36
Holders Change %
-4.56%
% of All Funds
10.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
123
Increased
275
Reduced
230
Closed
142
Calls
$214M
Puts
$369M
Net Calls
-$155M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
526
Schroder Investment Management Group
United Kingdom
$246K -$18.4M -215,588 -99%
LI
527
LRI Investments
Florida
$244K +$248K +2,903 New
S
528
SignatureFD
Georgia
$244K -$7.59K -89 -3%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$243K -$6.06K -71 -2%
BA
530
Bellwether Advisors
Nebraska
$242K -$7.76K -91 -3%
SP
531
Symmetry Partners
Connecticut
$242K
CG
532
Caprock Group
Idaho
$237K +$241K +2,824 New
Teacher Retirement System of Texas
533
Teacher Retirement System of Texas
Texas
$236K -$73.7K -864 -24%
MWM
534
Mattern Wealth Management
Kansas
$233K
NS
535
NBC Securities
Alabama
$226K +$41.1K +482 +22%
AAP
536
Arax Advisory Partners
Colorado
$225K -$28.5K -334 -11%
SCA
537
Scott Capital Advisors
Oregon
$224K
GWM
538
Geneos Wealth Management
Colorado
$222K +$188K +2,201 +501%
CSIC
539
Clifford Swan Investment Counsel
California
$221K
FRA
540
Frank Rimerman Advisors
California
$221K +$224K +2,626 +43,767%
DFCM
541
Dark Forest Capital Management
Puerto Rico
$221K +$224K +2,631 New
GVAG
542
Great Valley Advisor Group
Delaware
$221K -$50.1K -587 -18%
HAM
543
Harmony Asset Management
Arizona
$219K +$222K +2,607 New
ETIA
544
Epic Trust Investment Advisors
Washington
$215K
AWS
545
Atria Wealth Solutions
New York
$214K -$754K -8,834 -78%
SA
546
SL Advisors
New Jersey
$212K -$16.3K -191 -7%
BCM
547
Bayesian Capital Management
New York
$210K +$213K +2,500 New
GRP
548
Global Retirement Partners
California
$210K +$129K +1,517 +155%
CWM
549
Chicago Wealth Management
Illinois
$208K
CTA
550
Chesley Taft & Associates
Illinois
$208K

LW Hedge Fund Activity: Q2 2024 in Review

754 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2024, worth a combined $11.7B — down 15% from $13.7B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of LW and 123 opened new positions — a net loss of 19 holders — while 230 trimmed existing stakes and 275 added.

The largest buyer was Fidelity Investments, adding an estimated $598M. The largest seller was Anomaly Capital Management, exiting entirely with an estimated $268M sold.

  • 754 institutional investors held Lamb Weston (LW) as of Q2 2024, down from 790 in Q1 2024.
  • Funds reported $11.7B of Lamb Weston stock for Q2 2024, down 15% quarter-over-quarter.
  • 123 funds opened new Lamb Weston positions in Q2 2024 and 142 closed out, a net change of -19 holders.
  • The largest Lamb Weston buyer in Q2 2024 was Fidelity Investments, an estimated $598M added.
  • The largest Lamb Weston seller in Q2 2024 was Anomaly Capital Management, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2024.