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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
576
HB Wealth Management
Georgia
$214K +$5.83K +56 +3%
SP
577
Successful Portfolios
Florida
$214K -$520 -5 -0.2%
PCS
578
Personal CFO Solutions
New Jersey
$214K +$209K +2,007 New
FC
579
Fulcrum Capital
Washington
$213K
PWM
580
Perigon Wealth Management
California
$210K +$205K +1,973 New
1832 Asset Management
581
1832 Asset Management
Ontario, Canada
$210K +$205K +1,969 New
PAM
582
Palisade Asset Management
Minnesota
$209K +$205K +1,966 New
QCM
583
QRG Capital Management
Illinois
$206K +$201K +1,934 New
WR
584
WD Rutherford
Oregon
$206K -$112K -1,080 -36%
CPIG
585
Chicago Partners Investment Group
Illinois
$205K -$9.05K -87 -3%
HFAS
586
Hummer Financial Advisory Services
Illinois
$205K +$200K +1,920 New
1WM
587
1858 Wealth Management
Ohio
$202K
BJL
588
Brighton Jones LLC
Washington
$200K +$195K +1,878 New
AF
589
Advisornet Financial
Minnesota
$199K +$64.4K +619 +50%
EWA
590
EverSource Wealth Advisors
Alabama
$198K -$4.06K -39 -2%
WSC
591
Wellington Shields & Co
New York
$197K
PCM
592
Penserra Capital Management
California
$196K -$116K -1,119 -38%
PA
593
Parallel Advisors
California
$190K +$312 +3 +0.2%
CLOS
594
Compagnie Lombard Odier SCmA
Switzerland
$181K
PK
595
Pflug Koory
Nebraska
$181K
BCWM
596
Bartlett & Co Wealth Management
Ohio
$173K
FHA
597
First Horizon Advisors
Tennessee
$172K +$18.6K +179 +12%
AA
598
AlphaCentric Advisors
Puerto Rico
$170K -$15.1K -145 -8%
FFC
599
First Financial Corp
Indiana
$168K -$2.08K -20 -1%
NEI
600
Northwest & Ethical Investments
Ontario, Canada
$146K +$142K +1,367 New

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.