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Lamb Weston
LW

615 hedge funds and large institutions have $8.9B invested in Lamb Weston in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 156 increasing their positions, 209 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

13% more capital invested

Capital invested by funds: $7.88B → $8.9B (+$1.02B)

13% more funds holding

Funds holding: 545 → 615 (+70)

2.29% more ownership

Funds ownership: 80.87% → 83.16% (+2.3%)

3% less call options, than puts

Call options by funds: $19M | Put options by funds: $19.7M

25% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 209

Holders
615
Holders Change
+70
Holders Change %
+12.84%
% of All Funds
13.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
134
Increased
156
Reduced
209
Closed
58
Calls
$19M
Puts
$19.7M
Net Calls
-$639K
Net Calls Change
+$763K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
2
Millennium Management
Millennium Management
New York
+$175M
3
State Street
State Street
Massachusetts
+$162M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$102M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$80M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$218M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$203M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$136M
4
Wells Fargo
Wells Fargo
California
-$90.7M
5
TCCM
Two Creeks Capital Management
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
576
PRW Wealth Management
Massachusetts
$6K +$6.89K +90 New
WOC
577
West Oak Capital
California
$5.59K – – –
EARNEST Partners
578
EARNEST Partners
Georgia
$5K – – –
PGWM
579
Parisi Gray Wealth Management
New Jersey
$5K – – –
ADL
580
Asset Dedication LLC
California
$5K +$5.05K +66 New
PAMU
581
Pictet Asset Management (UK)
United Kingdom
$4.93K +$5.13M +67,000 New
CWM
582
Catamount Wealth Management
Connecticut
$4K – – –
MNBTD
583
Moody National Bank Trust Division
Texas
$4K – – –
TFO
584
Tarbox Family Office
California
$4K – – –
BCA
585
Berman Capital Advisors
Georgia
$4K +$4.29K +56 New
CAM
586
Cresset Asset Management
Illinois
$4K +$4.44K +58 New
WPA
587
West Paces Advisors
Georgia
$3.68K – – –
RCAG
588
Rehmann Capital Advisory Group
Michigan
$3.16K – – –
GWS
589
Glassman Wealth Services
Virginia
$3K -$383 -5 -12%
CHP
590
Cable Hill Partners
Oregon
$3K – – –
LF
591
Lee Financial
Texas
$3K – – –
NWM
592
Northwest Wealth Management
Iowa
$3K – – –
Rockefeller Capital Management
593
Rockefeller Capital Management
New York
$3K – – –
IWA
594
Intercontinental Wealth Advisors
Texas
$3K +$2.99K +39 New
CIR
595
Clear Investment Research
Georgia
$2K – – –
GRP
596
Global Retirement Partners
California
$2K – – –
PFSC
597
Peoples Financial Services Corp
Pennsylvania
$2K – – –
WCM
598
Whitener Capital Management
North Carolina
$2K – – –
WEC
599
Winslow Evans & Crocker
Massachusetts
$2K – – –
WANY
600
Wealthspire Advisors (New York)
New York
$2K +$1.61K +21 New
22 23
24
25 26

LW Hedge Fund Activity: Q4 2018 in Review

615 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2018, worth a combined $8.9B — up 13% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LW positions and 58 closed out — a net gain of 76 holders — while 156 added to existing stakes and 209 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $218M.

  • 615 institutional investors held Lamb Weston (LW) as of Q4 2018, up from 545 in Q3 2018.
  • Funds reported $8.9B of Lamb Weston stock for Q4 2018, up 13% quarter-over-quarter.
  • 134 funds opened new Lamb Weston positions in Q4 2018 and 58 closed out, a net change of +76 holders.
  • The largest Lamb Weston buyer in Q4 2018 was Vanguard Group, an estimated $199M added.
  • The largest Lamb Weston seller in Q4 2018 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.