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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
651
Geneos Wealth Management
Colorado
$46.8K
HIA
652
Harbor Investment Advisory
Maryland
$46K
TWC
653
TD Waterhouse Canada
Ontario, Canada
$44.1K +$10.3K +99 +31%
PGAM
654
Princeton Global Asset Management
New Jersey
$42.6K
TIM
655
Thompson Investment Management
Wisconsin
$42.6K
WBC
656
West Branch Capital
Massachusetts
$39K
CFB
657
Cullen/Frost Bankers
Texas
$39K +$3.43K +33 +10%
UOTTAIMCU
658
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$38.7K
AA
659
Ancora Advisors
Ohio
$37.3K
HI
660
Harbour Investments
Wisconsin
$36.1K +$6.45K +62 +22%
CTA
661
Colonial Trust Advisors
South Carolina
$35.8K -$2.39K -23 -6%
PFPT
662
Pinnacle Financial Partners (Tennessee)
Tennessee
$35.7K
HWA
663
Heritage Wealth Advisors
Virginia
$35.5K
HCM
664
Highlander Capital Management
New Jersey
$35.5K
SWM
665
Sugarloaf Wealth Management
Georgia
$35.3K
Lazard Asset Management
666
Lazard Asset Management
New York
$35K -$2.93M -28,176 -99%
VAG
667
VisionPoint Advisory Group
Texas
$34.6K -$2.19K -21 -6%
RWA
668
Redmont Wealth Advisors
Illinois
$32K +$31.2K +300 New
SIC
669
Salem Investment Counselors
North Carolina
$30K
Jones Financial Companies
670
Jones Financial Companies
Missouri
$29.8K +$8.53K +82 +41%
TF
671
Tompkins Financial
New York
$28.3K
CSB
672
City State Bank
Iowa
$28K
EC
673
EntryPoint Capital
New York
$27.8K +$27.2K +261 New
BFPW
674
BOK Financial Private Wealth
Colorado
$26.6K
WAM
675
WFA Asset Management
Wisconsin
$25.9K +$18.1K +174 +249%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.