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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
HI
651
Harbour Investments
Wisconsin
$43.8K -$31.9K -286 -43%
FWA
652
FSC Wealth Advisors
New York
$43.8K +$42.5K +381 New
Capstone Investment Advisors
653
Capstone Investment Advisors
New York
$43.2K +$4.91K +44 +13%
WBC
654
West Branch Capital
Massachusetts
$42.1K
FHA
655
First Horizon Advisors
Tennessee
$42.1K +$26.1K +234 +177%
FCA
656
FinTrust Capital Advisors
South Carolina
$41.8K -$223K -2,000 -81%
TC
657
Trust Company
Kansas
$41.3K +$40K +359 New
FP
658
Financial Perspectives
Minnesota
$38.9K +$112 +1 +0.3%
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$38.5K
CA
660
Crewe Advisors
Utah
$38.3K
HWA
661
Heritage Wealth Advisors
Virginia
$38.3K
SWM
662
Sugarloaf Wealth Management
Georgia
$38K
HCM
663
Highlander Capital Management
New Jersey
$38K
GWS
664
Glassman Wealth Services
Virginia
$37.7K +$16.8K +151 +85%
C
665
Covestor
United Kingdom
$37K -$11.2K -100 -24%
SSB
666
Sandy Spring Bank
Maryland
$36.8K +$35.7K +320 New
GWM
667
Geneos Wealth Management
Colorado
$36K
SIC
668
Salem Investment Counselors
North Carolina
$32.4K
KTC
669
Kistler-Tiffany Companies
Pennsylvania
$31.6K +$30.7K +275 New
MTIC
670
Missouri Trust & Investment Company
Missouri
$31.4K +$66.9K +600 New
BTI
671
Blue Trust Inc
Georgia
$31K -$3.35K -30 -9%
CSB
672
City State Bank
Iowa
$31K
TF
673
Tompkins Financial
New York
$30.6K
NFSG
674
Newbridge Financial Services Group
Florida
$29.3K
BFPW
675
BOK Financial Private Wealth
Colorado
$28.7K

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.