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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Avior Wealth Management
Nebraska
$158K +$2.68K +24 +2%
CFGS
602
Concourse Financial Group Securities
Alabama
$157K -$12.5K -112 -8%
GRP
603
Global Retirement Partners
California
$153K +$5.69K +51 +4%
NSIM
604
North Star Investment Management
Illinois
$151K +$112 +1 +0.1%
S
605
SignatureFD
Georgia
$150K -$20.9K -187 -13%
FAM
606
Fred Alger Management
New York
$150K +$43.5K +390 +43%
ST
607
Smithfield Trust
Pennsylvania
$139K -$90.9K -815 -40%
CFB
608
Cullen/Frost Bankers
Texas
$133K +$10.4K +93 +9%
DZ Bank
609
DZ Bank
Germany
$132K -$162K -1,451 -56%
AF
610
Allworth Financial
California
$122K -$2.01K -18 -2%
BBHC
611
Brown Brothers Harriman & Co
New York
$118K
MUAMU
612
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$115K -$781K -7,000 -88%
UM
613
UniSuper Management
Australia
$115K +$112K +1,000 New
SIM
614
Sentry Investment Management
Wisconsin
$109K
CHA
615
Carmichael Hill & Associates
Maryland
$107K +$104K +933 New
HPC
616
HM Payson & Co
Maine
$106K +$27.9K +250 +37%
PTC
617
Private Trust Company
Ohio
$106K +$3.35K +30 +3%
AS
618
Altshuler Shaham
Israel
$104K +$8.48K +76 +9%
CSPIA
619
Cary Street Partners Investment Advisory
Virginia
$104K +$9.26K +83 +10%
BIA
620
Bell Investment Advisors
California
$102K
VSQM
621
V-Square Quantitative Management
Illinois
$101K +$97.8K +877 New
PFBT
622
Parkside Financial Bank & Trust
Missouri
$97.6K -$13.5K -121 -12%
GC
623
Globeflex Capital
California
$92K
ACA
624
Atlas Capital Advisors
Wyoming
$90.9K
RDIA
625
RE Dickinson Investment Advisors
Iowa
$90K

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.