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Lamb Weston

754 hedge funds and large institutions have $11.7B invested in Lamb Weston in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 230 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 230

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6.97% more ownership

Funds ownership: 89.86%96.83% (+7%)

5% less funds holding

Funds holding: 790754 (-36)

13% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 142

15% less capital invested

Capital invested by funds: $13.7B → $11.7B (-$2.02B)

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

Holders
754
Holders Change
-36
Holders Change %
-4.56%
% of All Funds
10.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
123
Increased
275
Reduced
230
Closed
142
Calls
$214M
Puts
$369M
Net Calls
-$155M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
551
Sigma Planning Corp
Michigan
$207K +$210K +2,457 New
KB
552
Kimelman & Baird
New York
$206K +$209K +2,447 New
NAS
553
NWF Advisory Services
California
$206K +$209K +2,447 New
WIM
554
WealthPlan Investment Management
Nebraska
$205K +$256 +3 +0.1%
DWM
555
Dakota Wealth Management
Florida
$202K
VI
556
Vestcor Inc
New Brunswick, Canada
$196K -$3.28M -38,500 -94%
IA
557
IFP Advisors
Florida
$194K -$4.09K -48 -2%
HI
558
Horizon Investments
North Carolina
$181K +$1.62K +19 +0.9%
EWA
559
EverSource Wealth Advisors
Alabama
$166K +$33.4K +392 +17%
AWM
560
Avior Wealth Management
Nebraska
$163K +$58.9K +690 +56%
AF
561
Advisornet Financial
Minnesota
$159K +$2.39K +28 +2%
SC
562
Swan Capital
Florida
$153K +$156K +1,825 New
SOAMC
563
Spirit of America Management Corp
New York
$151K -$213K -2,500 -58%
NA
564
NewEdge Advisors
Louisiana
$149K -$347K -4,062 -70%
PA
565
Parallel Advisors
California
$135K -$15.2K -178 -10%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$131K -$6.23K -73 -4%
FFC
567
First Financial Corp
Indiana
$128K -$4.69K -55 -3%
FFA
568
Farther Finance Advisors
California
$116K +$75K +879 +169%
NSIM
569
North Star Investment Management
Illinois
$110K
FIA
570
FNY Investment Advisers
New York
$109K +$111K +1,300 New
PCM
571
Penserra Capital Management
California
$105K -$51K -598 -32%
LC
572
Lindbrook Capital
California
$99.3K -$118K -1,379 -54%
TC
573
Trust Company
Kansas
$96.3K
TPCW
574
TD Private Client Wealth
New York
$94.2K +$1.79K +21 +2%
PB
575
Pinnacle Bancorp
Nebraska
$91.6K