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Lamb Weston

602 hedge funds and large institutions have $7.22B invested in Lamb Weston in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 224 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $6.96M

1.65% more ownership

Funds ownership: 85.24%86.9% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 224

7% less funds holding

Funds holding: 646602 (-44)

32% less capital invested

Capital invested by funds: $10.7B → $7.22B (-$3.46B)

37% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
602
Holders Change
-44
Holders Change %
-6.81%
% of All Funds
13.26%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
65
Increased
202
Reduced
224
Closed
103
Calls
$15.5M
Puts
$6.96M
Net Calls
+$8.58M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
576
Berman Capital Advisors
Georgia
$3K -$1.07K -13 -18%
ETC
577
Exchange Traded Concepts
Oklahoma
$3K -$658 -8 -13%
GWS
578
Glassman Wealth Services
Virginia
$3K -$164 -2 -4%
LC
579
Lindbrook Capital
California
$3K
WPA
580
West Paces Advisors
Georgia
$2.85K
SL
581
Savior LLC
Massachusetts
$2K -$247 -3 -9%
CIR
582
Clear Investment Research
Georgia
$2K
ABC
583
Associated Banc-Corp
Wisconsin
$2K +$3.12K +38 New
WQ
584
Wealth Quarterback
New Jersey
$1.72K -$96.7K -1,177 -98%
EW
585
Evoke Wealth
California
$1.61K -$4.03K -49 -64%
KFS
586
Kelly Financial Services
Massachusetts
$1.49K
SWA
587
Sutton Wealth Advisors
Florida
$1.49K +$247 +3 +13%
RWML
588
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.26K +$411 +5 +29%
FGAM
589
Financial Gravity Asset Management
Texas
$1.02K -$493 -6 -25%
IFAM
590
Institutional & Family Asset Management
Colorado
$1K -$12.9K -157 -90%
CI
591
CX Institutional
Indiana
$1K -$1.64K -20 -54%
TFGT
592
TS Financial Group (TSFG)
Illinois
$1K -$247 -3 -14%
AF
593
Allworth Financial
California
$1K
BWM
594
Baystate Wealth Management
Massachusetts
$1K
EWM
595
EPG Wealth Management
Georgia
$1K
LWM
596
Liberty Wealth Management
California
$1K
PCFFS
597
Pacific Center for Financial Services
California
$1K
PW
598
Price Wealth
Texas
$1K
M
599
MOTCO
Texas
$1K +$740 +9 New
BL
600
Balentine LLC
Georgia
$1K +$1.31K +16 New

LW Hedge Fund Activity: Q1 2020 in Review

602 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2020, worth a combined $7.22B — down 32% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of LW and 65 opened new positions — a net loss of 38 holders — while 224 trimmed existing stakes and 202 added.

The largest buyer was BlackRock, adding an estimated $92.4M. The largest seller was Wellington Management Group, cutting an estimated $137M.

  • 602 institutional investors held Lamb Weston (LW) as of Q1 2020, down from 646 in Q4 2019.
  • Funds reported $7.22B of Lamb Weston stock for Q1 2020, down 32% quarter-over-quarter.
  • 65 funds opened new Lamb Weston positions in Q1 2020 and 103 closed out, a net change of -38 holders.
  • The largest Lamb Weston buyer in Q1 2020 was BlackRock, an estimated $92.4M added.
  • The largest Lamb Weston seller in Q1 2020 was Wellington Management Group, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2020.