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Lamb Weston

601 hedge funds and large institutions have $9.46B invested in Lamb Weston in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 172 increasing their positions, 208 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

16% more capital invested

Capital invested by funds: $8.16B → $9.46B (+$1.3B)

1.1% more ownership

Funds ownership: 88.27%89.36% (+1.1%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding

Funds holding: 599601 (+2)

17% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 208

72% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $31.4M

Holders
601
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
76
Increased
172
Reduced
208
Closed
72
Calls
$8.68M
Puts
$31.4M
Net Calls
-$22.7M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
551
San Francisco Sentry Investment Group
California
$8K
WPW
552
Winthrop Partners - WNY
New York
$7.27K
CIAS
553
Capital Investment Advisory Services
North Carolina
$7K
CB
554
CNB Bank
Pennsylvania
$7K
OIA
555
Optimum Investment Advisors
Illinois
$7K
SNT
556
Security National Trust
West Virginia
$7K
TFS
557
TrustCore Financial Services
Tennessee
$7K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$7K +$686 +10 +11%
AIC
559
Ameritas Investment Company
Nebraska
$7K +$6.86K +100 New
MFT
560
Moisand Fitzgerald Tamayo
Florida
$6K -$5.69K -83 -50%
CFB
561
Cullen/Frost Bankers
Texas
$6K
SBL
562
Sargent Bickham Lagudis
Colorado
$6K
TFO
563
Tarbox Family Office
California
$6K
WOC
564
West Oak Capital
California
$6K
ZB
565
Zions Bancorporation
Utah
$6K
EW
566
Evoke Wealth
California
$5.39K +$5.08K +74 New
ADL
567
Asset Dedication LLC
California
$5K
EARNEST Partners
568
EARNEST Partners
Georgia
$5K
TAIM
569
TD Ameritrade Investment Management
Nebraska
$5K +$1.92K +28 +67%
JCM
570
Julex Capital Management
Massachusetts
$5K +$1.99K +29 +74%
AA
571
Advisory Alpha
Michigan
$4.71K +$4.25K +62 New
BCA
572
Berman Capital Advisors
Georgia
$4K
AM
573
Atwater Malick
Pennsylvania
$4K +$3.98K +58 New
WPA
574
West Paces Advisors
Georgia
$3.64K
CI
575
CX Institutional
Indiana
$3K -$412 -6 -14%

LW Hedge Fund Activity: Q3 2019 in Review

601 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2019, worth a combined $9.46B — up 16% from $8.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LW positions and 72 closed out — a net gain of 4 holders — while 172 added to existing stakes and 208 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $156M. The largest seller was Citadel Advisors, cutting an estimated $113M.

  • 601 institutional investors held Lamb Weston (LW) as of Q3 2019, up from 599 in Q2 2019.
  • Funds reported $9.46B of Lamb Weston stock for Q3 2019, up 16% quarter-over-quarter.
  • 76 funds opened new Lamb Weston positions in Q3 2019 and 72 closed out, a net change of +4 holders.
  • The largest Lamb Weston buyer in Q3 2019 was Champlain Investment Partners, an estimated $156M added.
  • The largest Lamb Weston seller in Q3 2019 was Citadel Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2019.