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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
576
Courier Capital
New York
$225K
JIC
577
Johnson Investment Counsel
Ohio
$224K -$16.3K -146 -7%
FHA
578
Flagship Harbor Advisors
Massachusetts
$222K +$215K +1,930 New
ITFISA
579
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$221K +$215K +1,925 New
ISL
580
Ingalls & Snyder LLC
New York
$221K -$56.3K -505 -21%
CMBA
581
C.M. Bidwell & Associates
Hawaii
$221K +$214K +1,919 New
FMAEN1
582
Fund Management at Engine No 1
California
$218K +$212K +1,897 New
HFAS
583
Hummer Financial Advisory Services
Illinois
$213K +$206K +1,849 New
SA
584
Syntax Advisors
New York
$212K -$44.2K -396 -18%
VCG
585
Vantage Consulting Group
Virginia
$212K -$44.2K -396 -18%
WBCM
586
Wilson & Boucher Capital Management
California
$211K +$205K +1,838 New
TCOO
587
Trust Company of Oklahoma
Oklahoma
$209K +$202K +1,815 New
MIM
588
Morningstar Investment Management
Illinois
$208K +$202K +1,808 New
BCM
589
Brookstone Capital Management
Illinois
$208K -$5.91K -53 -3%
CGL
590
Clarius Group LLC
Washington
$207K +$200K +1,797 New
SI
591
Stephens Inc
Arkansas
$205K +$199K +1,784 New
VFPW
592
Vantage Financial Partners (Wisconsin)
Wisconsin
$204K +$198K +1,779 New
CI
593
Cigna Investments
Connecticut
$202K +$196K +1,760 New
HWM
594
HB Wealth Management
Georgia
$200K +$194K +1,741 New
PK
595
Pflug Koory
Nebraska
$195K +$37.5K +336 +25%
FFC
596
First Financial Corp
Indiana
$192K -$4.46K -40 -2%
LSA
597
Leonteq Securities AG
Switzerland
$177K +$6.58K +59 +4%
PA
598
Parallel Advisors
California
$176K +$781 +7 +0.5%
AF
599
Advisornet Financial
Minnesota
$165K -$2.9K -26 -2%
CBT
600
CoreFirst Bank & Trust
Kansas
$164K

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.