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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
WOC
651
West Oak Capital
California
$18.4K
WT
652
Whittier Trust
California
$18.1K
TWM
653
Tradition Wealth Management
Minnesota
$18K +$11.1K +112 +175%
BWM
654
BerganKDV Wealth Management
Minnesota
$17.4K
CT
655
Cambridge Trust
Massachusetts
$17.4K -$10.9K -110 -40%
OLVIG
656
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K
RFG
657
RFP Financial Group
Georgia
$17.4K
ZB
658
Zions Bancorporation
Utah
$17.1K -$494 -5 -3%
MCM
659
MV Capital Management
Maryland
$16.6K +$989 +10 +7%
QC
660
Quent Capital
New York
$16.1K +$3.36K +34 +28%
AP
661
Arlington Partners
Alabama
$15.9K +$15K +152 New
NHT
662
New Hampshire Trust
New Hampshire
$15.7K
BWAM
663
Boyd Watterson Asset Management
Ohio
$14.9K
FHA
664
First Horizon Advisors
Tennessee
$13.8K +$6.82K +69 +110%
FRA
665
Front Row Advisors
California
$13K
ONST
666
Old North State Trust
North Carolina
$13K
TLCM
667
Twin Lakes Capital Management
California
$12.1K
CWC
668
Carolinas Wealth Consulting
North Carolina
$11.3K
BWA
669
BDO Wealth Advisors
Florida
$10.5K
CB
670
CNB Bank
Pennsylvania
$10.5K
FFL
671
Financial Freedom LLC
Ohio
$10.5K
VWM
672
Valley Wealth Managers
New Jersey
$10.5K
CMP
673
Coston McIsaac & Partners
Maine
$10K
FFA
674
Farther Finance Advisors
California
$9.3K +$2.57K +26 +41%
EI
675
Ellevest Inc
New York
$8.88K -$173K -1,751 -95%

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.