We are live on ! Find out more
LW icon

Lamb Weston
LW

645 hedge funds and large institutions have $9.63B invested in Lamb Weston in 2019 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 235 increasing their positions, 175 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 55

34% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 175

8% more capital invested

Capital invested by funds: $8.9B → $9.63B (+$730M)

5% more funds holding

Funds holding: 615 → 645 (+30)

4.75% more ownership

Funds ownership: 83.16% → 87.91% (+4.7%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

27% less call options, than puts

Call options by funds: $132M | Put options by funds: $182M

Holders
645
Holders Change
+30
Holders Change %
+4.88%
% of All Funds
13.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
93
Increased
235
Reduced
175
Closed
55
Calls
$132M
Puts
$182M
Net Calls
-$49.8M
Net Calls Change
-$49.1M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$119M
2
TCCM
Two Creeks Capital Management
New York
+$86.7M
3
NCA
Newbrook Capital Advisors
New York
+$58.4M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$57.1M
5
BlackRock
BlackRock
New York
+$49.5M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$85.4M
2
AAMU
AEGON Asset Management (UK)
United Kingdom
-$85.3M
3
Millennium Management
Millennium Management
New York
-$67.9M
4
Morgan Stanley
Morgan Stanley
New York
-$49.1M
5
EWM
Evercore Wealth Management
New York
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
601
Zions Bancorporation
Utah
$6K +$5.52K +78 New
ADL
602
Asset Dedication LLC
California
$5K – – –
EARNEST Partners
603
EARNEST Partners
Georgia
$5K – – –
PGWM
604
Parisi Gray Wealth Management
New Jersey
$5K – – –
AA
605
Advisory Alpha
Michigan
$4.25K +$4.39K +62 New
JCM
606
Julex Capital Management
Massachusetts
$4.2K +$3.96K +56 New
BCA
607
Berman Capital Advisors
Georgia
$4K – – –
CWM
608
Catamount Wealth Management
Connecticut
$4K – – –
MNBTD
609
Moody National Bank Trust Division
Texas
$4K – – –
TFO
610
Tarbox Family Office
California
$4K – – –
WEC
611
Winslow Evans & Crocker
Massachusetts
$4K +$1.27K +18 +90%
WPA
612
West Paces Advisors
Georgia
$3.75K – – –
JIR
613
James Investment Research
Ohio
$3K -$99.3K -1,403 -97%
CHP
614
Cable Hill Partners
Oregon
$3K – – –
IWA
615
Intercontinental Wealth Advisors
Texas
$3K – – –
LF
616
Lee Financial
Texas
$3K – – –
NWM
617
Northwest Wealth Management
Iowa
$3K – – –
GWS
618
Glassman Wealth Services
Virginia
$3K +$212 +3 +8%
MUAMU
619
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3K +$2.83M +40,000 New
CIR
620
Clear Investment Research
Georgia
$2K – – –
LC
621
Lindbrook Capital
California
$2K – – –
WCMN
622
Westchester Capital Management (Nebraska)
Nebraska
$2K – – –
WCM
623
Whitener Capital Management
North Carolina
$2K – – –
AF
624
Allworth Financial
California
$2K +$1.56K +22 New
CCM
625
Copeland Capital Management
Pennsylvania
$2K +$1.77K +25 New
23 24
25
26 27

LW Hedge Fund Activity: Q1 2019 in Review

645 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2019, worth a combined $9.63B — up 8.2% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new LW positions and 55 closed out — a net gain of 38 holders — while 235 added to existing stakes and 175 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $119M. The largest seller was AJO LP, cutting an estimated $85.4M.

  • 645 institutional investors held Lamb Weston (LW) as of Q1 2019, up from 615 in Q4 2018.
  • Funds reported $9.63B of Lamb Weston stock for Q1 2019, up 8.2% quarter-over-quarter.
  • 93 funds opened new Lamb Weston positions in Q1 2019 and 55 closed out, a net change of +38 holders.
  • The largest Lamb Weston buyer in Q1 2019 was Citadel Advisors, an estimated $119M added.
  • The largest Lamb Weston seller in Q1 2019 was AJO LP, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2019.