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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
601
CoreFirst Bank & Trust
Kansas
$145K
CFGS
602
Concourse Financial Group Securities
Alabama
$144K +$12.1K +116 +9%
NSIM
603
North Star Investment Management
Illinois
$139K +$104 +1 +0.1%
AWM
604
Avior Wealth Management
Nebraska
$132K +$43.5K +418 +51%
CA
605
CoreCap Advisors
Michigan
$132K +$129K +1,235 New
GWP
606
Gen-Wealth Partners
Michigan
$128K +$125K +1,205 New
TC
607
Trust Company
Kansas
$122K
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$121K -$69.3K -666 -37%
TPCW
609
TD Private Client Wealth
New York
$117K -$65.5K -629 -36%
PB
610
Pinnacle Bancorp
Nebraska
$116K -$6.24K -60 -5%
EWP
611
Elevation Wealth Partners
California
$115K -$11.8K -113 -9%
AF
612
Allworth Financial
California
$106K -$7.8K -75 -7%
GRP
613
Global Retirement Partners
California
$104K +$1.87K +18 +2%
CHA
614
Carmichael Hill & Associates
Maryland
$99.4K
CPBTD
615
Central Pacific Bank - Trust Division
Hawaii
$94.5K +$93.7K +900 New
PTC
616
Private Trust Company
Ohio
$94.3K -$38K -365 -29%
BIA
617
Bell Investment Advisors
California
$92.6K
SWM
618
Spire Wealth Management
Virginia
$85.9K -$18.2K -175 -18%
GC
619
Globeflex Capital
California
$85.2K
Group One Trading
620
Group One Trading
Illinois
$84.6K +$82.6K +794 New
HBW
621
Hazlett, Burt & Watson
West Virginia
$80K
SIM
622
Sentry Investment Management
Wisconsin
$80K
RDIA
623
RE Dickinson Investment Advisors
Iowa
$79K
LSA
624
Leonteq Securities AG
Switzerland
$78.9K -$24.5K -235 -24%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$78.4K +$1.46K +14 +2%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.