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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
551
Meeder Asset Management
Ohio
$211K -$607K -6,139 -75%
BTWM
552
Baker Tilly Wealth Management
Wisconsin
$210K +$198K +2,007 New
DU
553
Delphia (USA)
Ontario, Canada
$209K +$198K +2,003 New
FC
554
Fulcrum Capital
Washington
$209K +$198K +2,000 New
HIC
555
Holderness Investments Company
North Carolina
$209K +$198K +2,000 New
BCM
556
Brookstone Capital Management
Illinois
$208K +$188K +1,899 New
CC
557
Courier Capital
New York
$205K +$194K +1,961 New
FFM
558
Forum Financial Management
Illinois
$204K +$193K +1,953 New
PA
559
Profund Advisors
Maryland
$203K +$192K +1,946 New
WC
560
Waterloo Capital
Texas
$202K +$191K +1,936 New
LNC
561
Lincoln National Corp
Pennsylvania
$202K +$191K +1,934 New
Walleye Capital
562
Walleye Capital
New York
$193K +$182K +1,842 New
NA
563
NewEdge Advisors
Louisiana
$179K -$30K -303 -15%
FFC
564
First Financial Corp
Indiana
$179K -$7.81K -79 -4%
IA
565
IFP Advisors
Florida
$164K -$2.63M -26,609 -91%
PA
566
Parallel Advisors
California
$159K +$8.6K +87 +6%
S
567
SignatureFD
Georgia
$156K +$16.9K +171 +13%
LSA
568
Leonteq Securities AG
Switzerland
$155K +$42.9K +434 +41%
CFGS
569
Concourse Financial Group Securities
Alabama
$155K +$99 +1 +0.1%
AF
570
Advisornet Financial
Minnesota
$153K +$593 +6 +0.4%
CBT
571
CoreFirst Bank & Trust
Kansas
$150K
GRP
572
Global Retirement Partners
California
$143K +$66.4K +671 +109%
PK
573
Pflug Koory
Nebraska
$143K -$6.53K -66 -5%
AWM
574
Avior Wealth Management
Nebraska
$141K +$198 +2 +0.1%
NSIM
575
North Star Investment Management
Illinois
$137K

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.