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Lamb Weston

602 hedge funds and large institutions have $7.22B invested in Lamb Weston in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 224 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $6.96M

1.65% more ownership

Funds ownership: 85.24%86.9% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 224

7% less funds holding

Funds holding: 646602 (-44)

32% less capital invested

Capital invested by funds: $10.7B → $7.22B (-$3.46B)

37% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
602
Holders Change
-44
Holders Change %
-6.81%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
65
Increased
202
Reduced
224
Closed
103
Calls
$15.5M
Puts
$6.96M
Net Calls
+$8.58M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Arkadios Wealth Advisors
Georgia
$6.41K
CB
552
CNB Bank
Pennsylvania
$6K
GAM
553
Gemmer Asset Management
California
$6K
OIA
554
Optimum Investment Advisors
Illinois
$6K
ST
555
Sageworth Trust
Pennsylvania
$6K
SL
556
Salomon & Ludwin
Virginia
$6K
SNT
557
Security National Trust
West Virginia
$6K
TFS
558
TrustCore Financial Services
Tennessee
$6K
CYG
559
Clean Yield Group
Vermont
$6K +$8.63K +105 New
ZB
560
Zions Bancorporation
Utah
$5K -$22K -268 -76%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$5K -$2.63K -32 -24%
AIC
562
Ameritas Investment Company
Nebraska
$5K
MFT
563
Moisand Fitzgerald Tamayo
Florida
$5K
SLF
564
Sun Life Financial
Ontario, Canada
$5K +$164 +2 +2%
HWA
565
HHM Wealth Advisors
Tennessee
$5K +$6.82K +83 New
LSA
566
Lion Street Advisors
Texas
$5K +$6.82K +83 New
MWM
567
MBE Wealth Management
Wisconsin
$5K +$8.22K +100 New
AAM
568
Advisors Asset Management
Colorado
$4K -$18.9K -230 -76%
ADL
569
Asset Dedication LLC
California
$4K -$8.22K -100 -60%
EARNEST Partners
570
EARNEST Partners
Georgia
$4K
TFO
571
Tarbox Family Office
California
$4K
WOC
572
West Oak Capital
California
$4K
WEC
573
Winslow Evans & Crocker
Massachusetts
$4K +$2.79K +34 +170%
OAM
574
Optimal Asset Management
California
$3.62K +$3.73M +45,420 +254%
AA
575
Advisory Alpha
Michigan
$3.52K

LW Hedge Fund Activity: Q1 2020 in Review

602 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2020, worth a combined $7.22B — down 32% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of LW and 65 opened new positions — a net loss of 38 holders — while 224 trimmed existing stakes and 202 added.

The largest buyer was BlackRock, adding an estimated $92.4M. The largest seller was Wellington Management Group, cutting an estimated $137M.

  • 602 institutional investors held Lamb Weston (LW) as of Q1 2020, down from 646 in Q4 2019.
  • Funds reported $7.22B of Lamb Weston stock for Q1 2020, down 32% quarter-over-quarter.
  • 65 funds opened new Lamb Weston positions in Q1 2020 and 103 closed out, a net change of -38 holders.
  • The largest Lamb Weston buyer in Q1 2020 was BlackRock, an estimated $92.4M added.
  • The largest Lamb Weston seller in Q1 2020 was Wellington Management Group, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2020.