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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Ancora Advisors
Ohio
$69K -$3.38M -34,150 -98%
JWM
602
Janiczek Wealth Management
Colorado
$66.1K
CT
603
Colonial Trust
South Carolina
$64.3K +$6.53K +66 +12%
MA
604
MCF Advisors
Kentucky
$64K +$16K +162 +36%
GI
605
Gradient Investments
Minnesota
$63.4K +$6.53K +66 +12%
GWSG
606
GPS Wealth Strategies Group
Colorado
$62.7K +$59.3K +600 New
DAC
607
Dividend Assets Capital
South Carolina
$62K
CTA
608
Colonial Trust Advisors
South Carolina
$55.3K -$6.92K -70 -12%
SC
609
Schubert & Co
Texas
$52.5K -$99 -1 -0.2%
HFM
610
Hartford Financial Management
Connecticut
$48.7K
WT
611
Washington Trust
Rhode Island
$47K
ETH
612
Exos TFP Holdings
New York
$46.7K -$6.13K -62 -12%
WTC
613
WhitTier Trust Company
Nevada
$46.4K
GWM
614
Geneos Wealth Management
Colorado
$45.9K +$198 +2 +0.5%
HIA
615
Harbor Investment Advisory
Maryland
$45.2K
C
616
Covestor
United Kingdom
$44K +$28.2K +285 +207%
VWM
617
Venturi Wealth Management
Texas
$43.7K +$41.3K +418 New
QCG
618
Quadrant Capital Group
Ohio
$42K -$2.47K -25 -6%
TFA
619
Toth Financial Advisory
Virginia
$41.8K -$890K -9,000 -96%
PGAM
620
Princeton Global Asset Management
New Jersey
$41.8K
TIM
621
Thompson Investment Management
Wisconsin
$41.8K +$39.6K +400 New
WBC
622
West Branch Capital
Massachusetts
$38.3K
SOW
623
State of Wyoming
Wyoming
$37K -$167K -1,685 -83%
FP
624
Financial Perspectives
Minnesota
$35.2K +$99 +1 +0.3%
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$35K

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.