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Lamb Weston

615 hedge funds and large institutions have $8.9B invested in Lamb Weston in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 156 increasing their positions, 209 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more capital invested

Capital invested by funds: $7.88B → $8.9B (+$1.02B)

13% more funds holding

Funds holding: 545615 (+70)

2.29% more ownership

Funds ownership: 80.87%83.16% (+2.3%)

3% less call options, than puts

Call options by funds: $19M | Put options by funds: $19.7M

25% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 209

Holders
615
Holders Change
+70
Holders Change %
+12.84%
% of All Funds
13.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
134
Increased
156
Reduced
209
Closed
58
Calls
$19M
Puts
$19.7M
Net Calls
-$639K
Net Calls Change
+$763K
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
551
Fiduciary Trust International
Massachusetts
$11K +$11.8K +154 New
CFGS
552
Concourse Financial Group Securities
Alabama
$10K -$2.37K -31 -18%
CFN
553
Cordasco Financial Network
Florida
$10K
IFAM
554
Institutional & Family Asset Management
Colorado
$10K
NFG
555
Next Financial Group
Texas
$10K +$10.9K +142 New
AssetMark Inc
556
AssetMark Inc
California
$9K
BWM
557
BerganKDV Wealth Management
Minnesota
$9K
SFSIG
558
San Francisco Sentry Investment Group
California
$9K
PCM
559
Prelude Capital Management
New York
$9K +$9.49K +124 New
AIA
560
Alera Investment Advisors
Illinois
$9K +$9.8K +128 New
CA
561
Claro Advisors
Massachusetts
$9K +$9.88K +129 New
FIA
562
FNY Investment Advisers
New York
$9K +$10K +131 New
Schroder Investment Management Group
563
Schroder Investment Management Group
United Kingdom
$8.55K +$429K +5,600 +5%
CAW
564
Cornerstone Advisors (Washington)
Washington
$8K
FHA
565
Flagship Harbor Advisors
Massachusetts
$8K
WPW
566
Winthrop Partners - WNY
New York
$7.36K +$7.66K +100 New
OIA
567
Optimum Investment Advisors
Illinois
$7K
PG
568
Patten Group
Tennessee
$7K
SNT
569
Security National Trust
West Virginia
$7K
PFBT
570
Parkside Financial Bank & Trust
Missouri
$7K +$383 +5 +6%
CIAS
571
Capital Investment Advisory Services
North Carolina
$7K +$7.5K +98 New
BTNA
572
Bremer Trust National Association
Minnesota
$7K +$7.66K +100 New
ESB
573
Essex Savings Bank
Connecticut
$7K +$7.66K +100 New
PHK
574
Point72 Hong Kong
Hong Kong
$6K -$211K -2,757 -97%
SBL
575
Sargent Bickham Lagudis
Colorado
$6K

LW Hedge Fund Activity: Q4 2018 in Review

615 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2018, worth a combined $8.9B — up 13% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LW positions and 58 closed out — a net gain of 76 holders — while 156 added to existing stakes and 209 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $218M.

  • 615 institutional investors held Lamb Weston (LW) as of Q4 2018, up from 545 in Q3 2018.
  • Funds reported $8.9B of Lamb Weston stock for Q4 2018, up 13% quarter-over-quarter.
  • 134 funds opened new Lamb Weston positions in Q4 2018 and 58 closed out, a net change of +76 holders.
  • The largest Lamb Weston buyer in Q4 2018 was Vanguard Group, an estimated $199M added.
  • The largest Lamb Weston seller in Q4 2018 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.