Lamb Weston
619 hedge funds and large institutions have $9.63B invested in Lamb Weston in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 220 increasing their positions, 198 reducing their positions, and 48 closing their positions.
54% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 48
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 198
3% more funds holding
Funds holding: 601 → 619 (+18)
0.31% less ownership
Funds ownership: 86.15% → 85.84% (-0.31%)
2% less capital invested
Capital invested by funds: $9.85B → $9.63B (-$216M)
44% less call options, than puts
Call options by funds: $20.2M | Put options by funds: $35.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$113M |
| 3 |
JP Morgan Chase
New York
|
+$63.4M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$60.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$335M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$108M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$60.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$49.4M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$40.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
651
Tradition Wealth Management
Edina,
Minnesota
| – | -$8K | -96 | Closed |
|
|
MFT
652
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$7K | -83 | Closed |
|
|
CL
653
COWA LLC
Tulsa,
Oklahoma
| – | -$5K | -70 | Closed |
|
|
FPCG
654
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| – | -$5K | -66 | Closed |
|
|
PMFA
655
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$5K | -66 | Closed |
|
|
NSB
656
Norway Savings Bank
Portland,
Maine
| – | -$5K | -58 | Closed |
|
|
ABC
657
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$4K | -45 | Closed |
|
658
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -24 | Closed |
|
|
M
659
MOTCO
San Antonio,
Texas
| – | -$1K | -9 | Closed |
|
|
RWA
660
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$1K | -8 | Closed |
|
|
AWM
661
Accel Wealth Management
Waverly,
Iowa
| – | +$237 | +3 | New |
|
|
WCMN
662
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| – | +$237 | +3 | New |
|
LW Hedge Fund Activity: Q1 2021 in Review
619 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2021, worth a combined $9.63B — down 2.2% from $9.85B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new LW positions and 48 closed out — a net gain of 26 holders — while 220 added to existing stakes and 198 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Capital International Investors, cutting an estimated $335M.
- 619 institutional investors held Lamb Weston (LW) as of Q1 2021, up from 601 in Q4 2020.
- Funds reported $9.63B of Lamb Weston stock for Q1 2021, down 2.2% quarter-over-quarter.
- 74 funds opened new Lamb Weston positions in Q1 2021 and 48 closed out, a net change of +26 holders.
- The largest Lamb Weston buyer in Q1 2021 was Fidelity Investments, an estimated $115M added.
- The largest Lamb Weston seller in Q1 2021 was Capital International Investors, an estimated $335M sold.
Based on aggregated 13F filings for Q1 2021.