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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
576
SG Americas Securities
New York
$133K -$577K -5,833 -82%
BAM
577
Belpointe Asset Management
Nevada
$113K +$103K +1,042 +2,541%
AF
578
Allworth Financial
California
$113K +$22K +222 +26%
CFB
579
Cullen/Frost Bankers
Texas
$111K +$71.7K +725 +213%
FCA
580
Fortis Capital Advisors
Kansas
$109K +$103K +1,042 New
BBHC
581
Brown Brothers Harriman & Co
New York
$107K
PFBT
582
Parkside Financial Bank & Trust
Missouri
$101K +$7.62K +77 +9%
SIM
583
Sentry Investment Management
Wisconsin
$99K
BAMF
584
BI Asset Management Fondsmaeglerselskab
Denmark
$97K +$66.3K +670 +261%
FAM
585
Fred Alger Management
New York
$95.2K +$66.8K +675 +286%
PTC
586
Private Trust Company
Ohio
$93.2K -$11.2K -113 -11%
BIA
587
Bell Investment Advisors
California
$92.4K
AS
588
Altshuler Shaham
Israel
$87K +$82.3K +832 New
CSPIA
589
Cary Street Partners Investment Advisory
Virginia
$86.1K
GC
590
Globeflex Capital
California
$83.6K +$79.1K +800 New
ACA
591
Atlas Capital Advisors
Wyoming
$82.7K +$30.4K +307 +63%
MHR
592
Matthew Hamilton Rosenberg
$81K
RDIA
593
RE Dickinson Investment Advisors
Iowa
$81K -$8.21K -83 -10%
HBW
594
Hazlett, Burt & Watson
West Virginia
$78K +$10.8K +109 +17%
DGAM
595
Desjardins Global Asset Management
Quebec, Canada
$75K +$71.1K +719 New
CCM
596
Chilton Capital Management
Texas
$71.4K +$67.5K +683 New
HPC
597
HM Payson & Co
Maine
$70.6K
HI
598
Harbour Investments
Wisconsin
$69.7K -$12.3K -124 -16%
EDRH
599
Edmond de Rothschild Holding
Switzerland
$69.6K
NIC
600
Northwest Investment Counselors
Oregon
$69.6K

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.