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Lamb Weston

645 hedge funds and large institutions have $10.7B invested in Lamb Weston in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 50

20% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $16.2M

13% more capital invested

Capital invested by funds: $9.46B → $10.7B (+$1.22B)

7% more funds holding

Funds holding: 601645 (+44)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4.12% less ownership

Funds ownership: 89.36%85.24% (-4.1%)

15% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 222

Holders
645
Holders Change
+44
Holders Change %
+7.32%
% of All Funds
12.71%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
109
Increased
189
Reduced
222
Closed
50
Calls
$19.4M
Puts
$16.2M
Net Calls
+$3.19M
Net Calls Change
+$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
576
Versant Capital Management
Arizona
$11K -$1.13K -14 -10%
AssetMark Inc
577
AssetMark Inc
California
$11K
BWM
578
BerganKDV Wealth Management
Minnesota
$11K
CHA
579
Carmichael Hill & Associates
Maryland
$11K +$10.7K +133 New
AWA
580
Arkadios Wealth Advisors
Georgia
$10.6K +$9.02K +112 New
SFSIG
581
San Francisco Sentry Investment Group
California
$10K
TF
582
TimeScale Financial
Massachusetts
$10K
Group One Trading
583
Group One Trading
Illinois
$10K +$9.26K +115 New
GAM
584
Gemmer Asset Management
California
$9K -$2.82K -35 -24%
AIC
585
Ameritas Investment Company
Nebraska
$9K
CB
586
CNB Bank
Pennsylvania
$9K
OIA
587
Optimum Investment Advisors
Illinois
$9K
SNT
588
Security National Trust
West Virginia
$9K
TFS
589
TrustCore Financial Services
Tennessee
$9K
ST
590
Sageworth Trust
Pennsylvania
$9K +$8.05K +100 New
SL
591
Salomon & Ludwin
Virginia
$9K +$8.54K +106 New
VAIA
592
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.54K +106 New
AS
593
Altshuler Shaham
Israel
$8K +$7.81K +97 New
SLF
594
Sun Life Financial
Ontario, Canada
$7K -$2.66K -33 -28%
MFT
595
Moisand Fitzgerald Tamayo
Florida
$7K
SBL
596
Sargent Bickham Lagudis
Colorado
$7K
TFO
597
Tarbox Family Office
California
$7K
WOC
598
West Oak Capital
California
$7K
WB
599
West Bancorporation
Iowa
$7K +$6.68K +83 New
EW
600
Evoke Wealth
California
$6.63K +$242 +3 +4%

LW Hedge Fund Activity: Q4 2019 in Review

645 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2019, worth a combined $10.7B — up 13% from $9.46B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LW positions and 50 closed out — a net gain of 59 holders — while 189 added to existing stakes and 222 trimmed.

The largest buyer was APG Asset Management, adding an estimated $108M. The largest seller was Wellington Management Group, cutting an estimated $309M.

  • 645 institutional investors held Lamb Weston (LW) as of Q4 2019, up from 601 in Q3 2019.
  • Funds reported $10.7B of Lamb Weston stock for Q4 2019, up 13% quarter-over-quarter.
  • 109 funds opened new Lamb Weston positions in Q4 2019 and 50 closed out, a net change of +59 holders.
  • The largest Lamb Weston buyer in Q4 2019 was APG Asset Management, an estimated $108M added.
  • The largest Lamb Weston seller in Q4 2019 was Wellington Management Group, an estimated $309M sold.

Based on aggregated 13F filings for Q4 2019.