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Lamb Weston

576 hedge funds and large institutions have $8.45B invested in Lamb Weston in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $18M

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $8.4B → $8.45B (+$50.7M)

1% more funds holding

Funds holding: 573576 (+3)

2% less ownership

Funds ownership: 90.19%88.19% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

Holders
576
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
11.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
71
Increased
165
Reduced
207
Closed
64
Calls
$35.6M
Puts
$18M
Net Calls
+$17.5M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
601
Level Four Advisory Services
Texas
-$282K -4,404 Closed
AI
602
Atom Investors
Texas
-$278K -4,354 Closed
JIC
603
Johnson Investment Counsel
Ohio
-$276K -4,322 Closed
CS
604
Comerica Securities
Michigan
-$257K -4,023 Closed
FSC
605
Full Sail Capital
Oklahoma
-$257K -3,975 Closed
SMFS
606
Squar Milner Financial Services
California
-$244K -3,812 Closed
AA
607
ALPS Advisors
Colorado
-$244K -3,809 Closed
EWA
608
EP Wealth Advisors
California
-$239K -3,736 Closed
MAP
609
Moody Aldrich Partners
Massachusetts
-$213K -3,334 Closed
CNC
610
Canandaigua National Corp
New York
-$212K -3,320 Closed
MIP
611
Marietta Investment Partners
Wisconsin
-$212K -3,320 Closed
PAA
612
Peregrine Asset Advisers
Oregon
-$211K -3,300 Closed
SF
613
Synovus Financial
Georgia
-$189K -2,960 Closed
SCA
614
Stonebridge Capital Advisors
Minnesota
-$136K -2,133 Closed
NIT
615
NumerixS Investment Technologies
British Columbia, Canada
-$38K -600 Closed
CWP
616
CFM Wealth Partners
Texas
-$36K -578 Closed
MCM
617
Manchester Capital Management
Vermont
-$27K -427 Closed
EWP
618
Engrave Wealth Partners
Texas
-$23K -373 Closed
FAM
619
Fred Alger Management
New York
-$23K -364 Closed
CFG
620
Citizens Financial Group
Rhode Island
-$18K -279 Closed
JCM
621
Jacobi Capital Management
Pennsylvania
-$17K -272 Closed
FHA
622
Flagship Harbor Advisors
Massachusetts
-$11K -186 Closed
ETC
623
Exchange Traded Concepts
Oklahoma
-$11K -176 Closed
EIP
624
Ellis Investment Partners
Pennsylvania
-$10K -168 Closed
HFA
625
Hoover Financial Advisors
Pennsylvania
-$11K -166 Closed

LW Hedge Fund Activity: Q3 2020 in Review

576 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2020, worth a combined $8.45B — up 0.6% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LW positions and 64 closed out — a net gain of 7 holders — while 165 added to existing stakes and 207 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $75.1M. The largest seller was William Blair Investment Management, cutting an estimated $97.3M.

  • 576 institutional investors held Lamb Weston (LW) as of Q3 2020, up from 573 in Q2 2020.
  • Funds reported $8.45B of Lamb Weston stock for Q3 2020, up 0.6% quarter-over-quarter.
  • 71 funds opened new Lamb Weston positions in Q3 2020 and 64 closed out, a net change of +7 holders.
  • The largest Lamb Weston buyer in Q3 2020 was Wellington Management Group, an estimated $75.1M added.
  • The largest Lamb Weston seller in Q3 2020 was William Blair Investment Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q3 2020.