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Lamb Weston
LW

Overview Fund Activity

763 hedge funds and large institutions have $14.1B invested in Lamb Weston in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 233 increasing their positions, 274 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+18
Holders Change %
+2.42%
% of All Funds
11.19%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
117
Increased
233
Reduced
274
Closed
92
Calls
$287M
Puts
$186M
Net Calls
+$101M
Net Calls Change
+$34.1M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$383M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$479M
3
Morgan Stanley
Morgan Stanley
New York
$429M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$181M
5
AllianceBernstein
AllianceBernstein
Tennessee
$115M

Top Sellers

1
DFO
Duquesne Family Office
New York
$58.3M
2
Invesco
Invesco
Georgia
$268M
3
ACM
Anomaly Capital Management
New York
$108M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.44M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
576
Bartlett & Co Wealth Management
Ohio
$176K -$4.33K -40 -2%
BC
577
Bartlett & Co
Ohio
$176K -$4.32K -40 -2%
FFC
578
First Financial Corp
Indiana
$173K -$2.7K -25 -2%
FHA
579
First Horizon Advisors
Tennessee
$156K +$112K +1,039 +260%
CBT
580
CoreFirst Bank & Trust
Kansas
$148K – – –
NSIM
581
North Star Investment Management
Illinois
$141K -$865 -8 -0.6%
HFM
582
Harvest Fund Management
China
$137K -$198K -1,835 -59%
PTC
583
Private Trust Company
Ohio
$135K +$17.9K +166 +15%
AF
584
Advisornet Financial
Minnesota
$135K +$973 +9 +0.7%
CFGS
585
Concourse Financial Group Securities
Alabama
$133K +$21K +194 +19%
C
586
Covestor
United Kingdom
$132K -$7.44K -69 -5%
PB
587
Pinnacle Bancorp
Nebraska
$124K – – –
TC
588
Trust Company
Kansas
$124K – – –
DGAM
589
Desjardins Global Asset Management
Quebec, Canada
$123K +$103K +956 +537%
AF
590
Allworth Financial
California
$116K -$4.11K -38 -3%
BBHC
591
Brown Brothers Harriman & Co
New York
$111K – – –
EWP
592
Elevation Wealth Partners
California
$110K +$110K +1,191 New
SWM
593
Spire Wealth Management
Virginia
$107K -$41K -375 -28%
GRP
594
Global Retirement Partners
California
$104K -$40.3K -372 -28%
CHA
595
Carmichael Hill & Associates
Maryland
$101K – – –
BIA
596
Bell Investment Advisors
California
$93.9K +$1.19K +11 +1%
AWM
597
Avior Wealth Management
Nebraska
$89.2K -$6.17K -57 -6%
LAM
598
Lummis Asset Management
Texas
$87.6K +$87.6K +810 New
GC
599
Globeflex Capital
California
$86.5K – – –
SIM
600
Sentry Investment Management
Wisconsin
$81K -$8.74K -81 -10%
22 23
24
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