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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
AAS
676
Ameritas Advisory Services
Nebraska
$8.57K +$7.91K +80 New
CWP
677
Concord Wealth Partners
Virginia
$7.72K
EARNEST Partners
678
EARNEST Partners
Georgia
$7.63K
SIS
679
Sound Income Strategies
Florida
$7.53K -$396 -4 -5%
JWA
680
JFS Wealth Advisors
Pennsylvania
$7.32K -$297 -3 -4%
WAM
681
WFA Asset Management
Wisconsin
$7.29K
LF
682
Lee Financial
Texas
$6.9K
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.9K +$6.53K +66 New
PAI
684
Pittenger & Anderson Inc
Nebraska
$6.38K
CCA
685
Column Capital Advisors
Indiana
$6.06K
WSCM
686
Wellington Shields Capital Management
New York
$6.06K
Loomis, Sayles & Company
687
Loomis, Sayles & Company
Massachusetts
$6K -$11.7K -118 -66%
SA
688
SRH Advisors
Kansas
$6K
AW
689
Avion Wealth
Texas
$6K +$7.12K +72 New
GAG
690
Goodman Advisory Group
Massachusetts
$5.96K +$5.64K +57 New
AIM
691
Anchor Investment Management
South Carolina
$5.54K +$5.24K +53 New
CWA
692
Clearview Wealth Advisors
Oregon
$5.15K
VCM
693
Versant Capital Management
Arizona
$5.02K
BFEC
694
Benjamin F. Edwards & Company
Missouri
$5K
CAL
695
Capital Advisors Ltd
Ohio
$5K +$1.29K +13 +37%
GBT
696
Grove Bank & Trust
Florida
$4.7K
SWA
697
Sutton Wealth Advisors
Florida
$4.49K
TF
698
TimeScale Financial
Massachusetts
$4.39K -$4.15K -42 -50%
RDFA
699
Ritter Daniher Financial Advisory
Ohio
$4.29K +$4.05K +41 New
ASBI
700
American State Bank (Iowa)
Iowa
$4.08K

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.