We are live on ! Find out more
LW icon

Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
551
CIBC World Market
Ontario, Canada
$251K -$5.41K -52 -2%
IA
552
IFP Advisors
Florida
$251K -$50.2K -482 -17%
NG
553
Norden Group
Utah
$245K +$239K +2,295 New
WAM
554
Weatherly Asset Management
California
$244K -$2.39K -23 -1%
IMCOOI
555
Investment Management Corp of Ontario (IMCO)
Canada
$244K -$114K -1,100 -32%
Lido Advisors
556
Lido Advisors
California
$242K +$236K +2,270 New
UF
557
Univest Financial
Pennsylvania
$242K +$236K +2,267 New
MFS
558
Mirabella Financial Services
United Kingdom
$241K +$236K +2,263 New
SWP
559
Stratos Wealth Partners
Ohio
$241K -$10.4K -100 -4%
HAG
560
HighPoint Advisor Group
Illinois
$241K -$44.3K -426 -13%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$240K -$1.35K -13 -0.6%
WB
562
WesBanco Bank
West Virginia
$239K +$23.9K +230 +11%
BFM
563
Boothbay Fund Management
New York
$237K +$232K +2,225 New
HIC
564
Holderness Investments Company
North Carolina
$235K -$9.89K -95 -4%
NS
565
NBC Securities
Alabama
$235K -$3.64K -35 -2%
SCA
566
Scott Capital Advisors
Oregon
$234K
DI
567
Diligent Investors
California
$234K -$2.08K -20 -0.9%
MYIA
568
Mount Yale Investment Advisors
Colorado
$233K +$227K +2,183 New
SCA
569
Stonebridge Capital Advisors
Minnesota
$229K
TSS
570
Two Sigma Securities
New York
$229K +$223K +2,145 New
HI
571
Horizon Investments
North Carolina
$228K -$6.45K -62 -3%
MMA
572
Miracle Mile Advisors
California
$224K
MYAM
573
Meiji Yasuda Asset Management
Japan
$218K +$213K +2,050 New
PS
574
Principal Securities
Iowa
$217K +$30.4K +292 +17%
VCG
575
Vantage Consulting Group
Virginia
$215K +$3.02K +29 +1%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.