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Lamb Weston

685 hedge funds and large institutions have $8.44B invested in Lamb Weston in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $613M | Put options by funds: $535M

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

6.12% less ownership

Funds ownership: 96.83%90.71% (-6.1%)

9% less funds holding

Funds holding: 754685 (-69)

28% less capital invested

Capital invested by funds: $11.7B → $8.44B (-$3.28B)

39% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 155

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
685
Holders Change
-69
Holders Change %
-9.15%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.07%
New
95
Increased
233
Reduced
245
Closed
155
Calls
$613M
Puts
$535M
Net Calls
+$78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
601
Golden State Equity Partners
California
$9.71K +$9.9K +150 New
AssetMark Inc
602
AssetMark Inc
California
$9.49K -$742K -11,230 -99%
BWAM
603
Boyd Watterson Asset Management
Ohio
$9.26K
QC
604
Quent Capital
New York
$9.11K
WIM
605
Westside Investment Management
California
$8.9K
GFPC
606
Global Financial Private Client
Florida
$8.68K +$8.85K +134 New
TCM
607
Tradewinds Capital Management
Washington
$8.61K
RA
608
Rise Advisors
New York
$8.3K
C
609
Covestor
United Kingdom
$8K +$528 +8 +7%
HWM
610
Hemington Wealth Management
Virginia
$8K +$7.2K +109 New
ZB
611
Zions Bancorporation
Utah
$7.77K -$2.71K -41 -25%
FRA
612
Front Row Advisors
California
$7.77K
CPA
613
Capital Performance Advisors
California
$7.77K +$7.92K +120 New
LIS
614
Legacy Investment Solutions
Idaho
$7.77K +$6.41K +97 New
LWMI
615
Legacy Wealth Management (Idaho)
Idaho
$7.77K +$6.41K +97 New
MG
616
Mather Group
Illinois
$7.63K -$193K -2,921 -96%
CWC
617
Carolinas Wealth Consulting
North Carolina
$7.4K +$132 +2 +2%
OC
618
Oakworth Capital
Alabama
$7.12K
NCM
619
Northwest Capital Management
Oregon
$7.06K
CB
620
CNB Bank
Pennsylvania
$6.47K
FFL
621
Financial Freedom LLC
Ohio
$6.47K
OPTFSNA
622
Old Point Trust & Financial Services N A
Virginia
$6.47K
HNB
623
Hilltop National Bank
Wyoming
$6.47K +$5.61K +85 +567%
ATS
624
Ashton Thomas Securities
New York
$6.47K +$6.6K +100 New
FWM
625
FSA Wealth Management
Massachusetts
$6.47K +$6.6K +100 New

LW Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2024, worth a combined $8.44B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of LW and 95 opened new positions — a net loss of 60 holders — while 245 trimmed existing stakes and 233 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 685 institutional investors held Lamb Weston (LW) as of Q3 2024, down from 754 in Q2 2024.
  • Funds reported $8.44B of Lamb Weston stock for Q3 2024, down 28% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2024 and 155 closed out, a net change of -60 holders.
  • The largest Lamb Weston buyer in Q3 2024 was JANA Partners Management, an estimated $233M added.
  • The largest Lamb Weston seller in Q3 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2024.