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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
MHR
626
Matthew Hamilton Rosenberg
$89.1K
HBW
627
Hazlett, Burt & Watson
West Virginia
$87K
FCAG
628
First Capital Advisors Group
New Jersey
$83.6K +$81.1K +727 New
CCM
629
Chilton Capital Management
Texas
$78.5K
EDRH
630
Edmond de Rothschild Holding
Switzerland
$76.6K
NIC
631
Northwest Investment Counselors
Oregon
$76.6K
OP
632
ORG Partners
Indiana
$74.3K +$71.9K +645 New
CT
633
Colonial Trust
South Carolina
$70.7K
MA
634
MCF Advisors
Kentucky
$70.3K
JWM
635
Janiczek Wealth Management
Colorado
$69.9K
GWSG
636
GPS Wealth Strategies Group
Colorado
$69.1K +$112 +1 +0.2%
GI
637
Gradient Investments
Minnesota
$65.3K -$4.35K -39 -6%
CTA
638
Colonial Trust Advisors
South Carolina
$60.7K -$112 -1 -0.2%
DJSG
639
D.J. St. Germain
Massachusetts
$60.6K +$58.8K +527 New
AA
640
Ancora Advisors
Ohio
$58.6K -$16.7K -150 -23%
WTC
641
WhitTier Trust Company
Nevada
$57.8K +$6.58K +59 +13%
WTG
642
West Tower Group
Virginia
$54.1K +$52.5K +471 New
HFM
643
Hartford Financial Management
Connecticut
$53.6K
WT
644
Washington Trust
Rhode Island
$51.7K
HIA
645
Harbor Investment Advisory
Maryland
$49.7K
VWM
646
Venturi Wealth Management
Texas
$48K
SF
647
Safeguard Financial
Wisconsin
$47K +$45.8K +411 New
PGAM
648
Princeton Global Asset Management
New Jersey
$46K
TIM
649
Thompson Investment Management
Wisconsin
$46K
QCG
650
Quadrant Capital Group
Ohio
$44.4K -$1.78K -16 -4%

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.