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Lamb Weston

685 hedge funds and large institutions have $8.44B invested in Lamb Weston in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $613M | Put options by funds: $535M

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

6.12% less ownership

Funds ownership: 96.83%90.71% (-6.1%)

9% less funds holding

Funds holding: 754685 (-69)

28% less capital invested

Capital invested by funds: $11.7B → $8.44B (-$3.28B)

39% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 155

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
685
Holders Change
-69
Holders Change %
-9.15%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.07%
New
95
Increased
233
Reduced
245
Closed
155
Calls
$613M
Puts
$535M
Net Calls
+$78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
576
Heritage Wealth Advisors
Virginia
$21.6K
SWM
577
Sugarloaf Wealth Management
Georgia
$21.4K
JIP
578
Jaffetilchin Investment Partners
Florida
$19.5K +$19.9K +301 New
HI
579
Harbour Investments
Wisconsin
$18.8K -$2.11K -32 -10%
PCM
580
Peregrine Capital Management
Minnesota
$18.8K -$8.13M -123,067 -100%
SIC
581
Salem Investment Counselors
North Carolina
$18.3K
TF
582
Tompkins Financial
New York
$17.2K
BFPW
583
BOK Financial Private Wealth
Colorado
$16.2K
OLVIG
584
Oliver Lagore Vanvalin Investment Group
Michigan
$16.2K +$5.61K +85 +52%
MCM
585
MV Capital Management
Maryland
$16.1K +$1.25K +19 +8%
WAM
586
WFA Asset Management
Wisconsin
$15.8K
EB
587
Eastern Bank
Massachusetts
$15.7K +$16K +242 New
PBK
588
Peoples Bank (Kansas)
Kansas
$15.1K
CT
589
Caldwell Trust
Florida
$14K
TCOV
590
Trust Company of Vermont
Vermont
$14K
TC
591
Truvestments Capital
Florida
$13.1K +$13.4K +203 New
CSC
592
Caldwell Sutter Capital
California
$12.9K
AAG
593
Armstrong Advisory Group
Massachusetts
$12.8K +$990 +15 +8%
MRCM
594
M&R Capital Management
New Jersey
$12.8K +$66 +1 +0.5%
PWMG
595
Prestige Wealth Management Group
New Jersey
$12.7K
GJWM
596
Gilliland Jeter Wealth Management
Arkansas
$12.6K
WT
597
Whittier Trust
California
$12.4K
CAL
598
Capital Analysts LLC
Pennsylvania
$12K +$5.02K +76 +74%
DAM
599
Delta Asset Management
Tennessee
$11.8K
CP
600
Castleview Partners
Texas
$10.8K +$3.3K +50 +43%

LW Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2024, worth a combined $8.44B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of LW and 95 opened new positions — a net loss of 60 holders — while 245 trimmed existing stakes and 233 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 685 institutional investors held Lamb Weston (LW) as of Q3 2024, down from 754 in Q2 2024.
  • Funds reported $8.44B of Lamb Weston stock for Q3 2024, down 28% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2024 and 155 closed out, a net change of -60 holders.
  • The largest Lamb Weston buyer in Q3 2024 was JANA Partners Management, an estimated $233M added.
  • The largest Lamb Weston seller in Q3 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2024.