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Lamb Weston

754 hedge funds and large institutions have $11.7B invested in Lamb Weston in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 230 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 230

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6.97% more ownership

Funds ownership: 89.86%96.83% (+7%)

5% less funds holding

Funds holding: 790754 (-36)

13% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 142

15% less capital invested

Capital invested by funds: $13.7B → $11.7B (-$2.02B)

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

Holders
754
Holders Change
-36
Holders Change %
-4.56%
% of All Funds
10.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
123
Increased
275
Reduced
230
Closed
142
Calls
$214M
Puts
$369M
Net Calls
-$155M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
601
Janiczek Wealth Management
Colorado
$51.6K
FCA
602
FinTrust Capital Advisors
South Carolina
$50.9K +$1.96K +23 +4%
MTIC
603
Missouri Trust & Investment Company
Missouri
$50.4K
CFM
604
Catalyst Funds Management
Australia
$50.4K +$51.2K +600 New
SS
605
Sunbelt Securities
Texas
$49.9K +$85 +1 +0.2%
BTI
606
Blue Trust Inc
Georgia
$46.4K +$26.6K +312 +252%
VWM
607
Venturi Wealth Management
Texas
$45.7K -$754K -8,837 -94%
DJSG
608
D.J. St. Germain
Massachusetts
$44.3K
CA
609
Clearstead Advisors
Ohio
$42.2K +$42.8K +502 New
CT
610
Colonial Trust
South Carolina
$41K
KFI
611
Key Financial Inc
Pennsylvania
$39.6K +$39.2K +459 +3,825%
HFM
612
Hartford Financial Management
Connecticut
$39.2K
VAG
613
VisionPoint Advisory Group
Texas
$39.2K +$12K +141 +43%
WT
614
Washington Trust
Rhode Island
$37.8K
HIA
615
Harbor Investment Advisory
Maryland
$36.4K +$85 +1 +0.2%
TFF
616
The Family Firm
Maryland
$36.2K +$36.7K +430 New
CH
617
Cromwell Holdings
Wyoming
$36K +$36.5K +428 New
PFPT
618
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.7K
MA
619
Montag & Associates
Georgia
$34.8K -$461K -5,403 -93%
GWSG
620
GPS Wealth Strategies Group
Colorado
$34.2K -$22.1K -259 -39%
PGAM
621
Princeton Global Asset Management
New Jersey
$33.6K
TIM
622
Thompson Investment Management
Wisconsin
$33.6K
CAS
623
Coppell Advisory Solutions
Texas
$33.6K +$34.1K +400 New
ST
624
Smithfield Trust
Pennsylvania
$33K -$17K -199 -34%
QCG
625
Quadrant Capital Group
Ohio
$32.8K -$12.3K -144 -27%