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Lamb Weston

601 hedge funds and large institutions have $9.46B invested in Lamb Weston in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 172 increasing their positions, 208 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

16% more capital invested

Capital invested by funds: $8.16B → $9.46B (+$1.3B)

1.1% more ownership

Funds ownership: 88.27%89.36% (+1.1%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding

Funds holding: 599601 (+2)

17% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 208

72% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $31.4M

Holders
601
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
76
Increased
172
Reduced
208
Closed
72
Calls
$8.68M
Puts
$31.4M
Net Calls
-$22.7M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
576
Citizens Financial Group
Rhode Island
$3K
GWS
577
Glassman Wealth Services
Virginia
$3K
LF
578
Lee Financial
Texas
$3K
LC
579
Lindbrook Capital
California
$3K
TCM
580
TD Capital Management
Tennessee
$3K +$3.09K +45 New
AF
581
Allworth Financial
California
$2K
CIR
582
Clear Investment Research
Georgia
$2K
TFGT
583
TS Financial Group (TSFG)
Illinois
$2K
WCM
584
Whitener Capital Management
North Carolina
$2K
WEC
585
Winslow Evans & Crocker
Massachusetts
$2K
FGAM
586
Financial Gravity Asset Management
Texas
$2K +$617 +9 +43%
EWA
587
Evolution Wealth Advisors
Florida
$2K +$1.58K +23 New
CCM
588
Copeland Capital Management
Pennsylvania
$2K +$2.19K +32 New
KFS
589
Kelly Financial Services
Massachusetts
$1.89K
RCAG
590
Rehmann Capital Advisory Group
Michigan
$1.82K
PFGIA
591
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$1.3K -19 -73%
BWM
592
Baystate Wealth Management
Massachusetts
$1K
FANJ
593
Financial Architects (New Jersey)
New Jersey
$1K
LWM
594
Liberty Wealth Management
California
$1K
PCFFS
595
Pacific Center for Financial Services
California
$1K
Fidelity International
596
Fidelity International
Bermuda
$1K +$480 +7 +233%
PWP
597
Personal Wealth Partners
Minnesota
$1K +$480 +7 New
SWA
598
Sutton Wealth Advisors
Florida
$945
GT
599
Glenmede Trust
Pennsylvania
$391 -$3.74M -54,541 -91%
SWP
600
Strategic Wealth Partners
Ohio
$8 +$3.77K +55 +92%

LW Hedge Fund Activity: Q3 2019 in Review

601 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2019, worth a combined $9.46B — up 16% from $8.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LW positions and 72 closed out — a net gain of 4 holders — while 172 added to existing stakes and 208 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $156M. The largest seller was Citadel Advisors, cutting an estimated $113M.

  • 601 institutional investors held Lamb Weston (LW) as of Q3 2019, up from 599 in Q2 2019.
  • Funds reported $9.46B of Lamb Weston stock for Q3 2019, up 16% quarter-over-quarter.
  • 76 funds opened new Lamb Weston positions in Q3 2019 and 72 closed out, a net change of +4 holders.
  • The largest Lamb Weston buyer in Q3 2019 was Champlain Investment Partners, an estimated $156M added.
  • The largest Lamb Weston seller in Q3 2019 was Citadel Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2019.