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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
HCM
626
Highlander Capital Management
New Jersey
$35K
CA
627
Crewe Advisors
Utah
$34.8K
HWA
628
Heritage Wealth Advisors
Virginia
$34.8K
Capstone Investment Advisors
629
Capstone Investment Advisors
New York
$34.7K +$32.8K +332 New
SWM
630
Sugarloaf Wealth Management
Georgia
$34.6K
SSG
631
Summit Securities Group
New York
$30K +$13.4K +136 +93%
SIC
632
Salem Investment Counselors
North Carolina
$29.5K
BTI
633
Blue Trust Inc
Georgia
$29K +$1.09K +11 +4%
IGWM
634
ICA Group Wealth Management
Colorado
$28.3K -$16.5K -167 -38%
CSB
635
City State Bank
Iowa
$28K
TF
636
Tompkins Financial
New York
$27.8K
NFSG
637
Newbridge Financial Services Group
Florida
$26.7K +$25.2K +255 New
BFPW
638
BOK Financial Private Wealth
Colorado
$26.1K
TWA
639
TCI Wealth Advisors
Arizona
$26K
AIM
640
Achmea Investment Management
Netherlands
$24K -$22.4K -227 -49%
CFO
641
CVA Family Office
Colorado
$23K
CT
642
Caldwell Trust
Florida
$22.6K
PPC
643
Park Place Capital
Alabama
$22.1K -$9.39K -95 -31%
TC
644
Truvestments Capital
Florida
$21.2K -$1.29K -13 -6%
LS
645
Livforsakringsbolaget Skandia
Sweden
$20.9K +$19.8K +200 New
PWMG
646
Prestige Wealth Management Group
New Jersey
$20.6K
OC
647
Oakworth Capital
Alabama
$19.9K
DAM
648
Delta Asset Management
Tennessee
$19.1K
First Manhattan
649
First Manhattan
New York
$18.7K
GWS
650
Glassman Wealth Services
Virginia
$18.5K -$99 -1 -0.6%

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.