We are live on ! Find out more
LW icon

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
HFS
701
Hantz Financial Services
Michigan
$4K -$15.7K -159 -82%
CAL
702
Capital Analysts LLC
Pennsylvania
$4K
FPFS
703
First Personal Financial Services
North Carolina
$3.66K -$7.71K -78 -69%
SIC
704
SJS Investment Consulting
Ohio
$3.66K +$593 +6 +21%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.45K +$3.26K +33 New
BCMLT
706
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.45K
AIP
707
Ahrens Investment Partners
Louisiana
$3.45K +$3.26K +33 New
CSWM
708
Cassady Schiller Wealth Management
Ohio
$3.45K +$3.26K +33 New
Jones Financial Companies
709
Jones Financial Companies
Missouri
$3.45K +$3.26K +33 New
CIR
710
Clear Investment Research
Georgia
$3.36K
GWSA
711
Global Wealth Strategies & Associates
Colorado
$3.35K
AAG
712
Armstrong Advisory Group
Massachusetts
$3.03K
BAM
713
Byrne Asset Management
New Jersey
$3K +$2.57K +26 New
MFT
714
Moisand Fitzgerald Tamayo
Florida
$2.82K
KFS
715
Kelly Financial Services
Massachusetts
$2.72K
CAC
716
Core Alternative Capital
Georgia
$2.72K +$2.57K +26 New
LFG
717
Larson Financial Group
Missouri
$2.62K +$1.98K +20 +400%
DI
718
Disciplined Investments
Oklahoma
$2.19K -$99 -1 -5%
PMFA
719
Plante Moran Financial Advisors
Michigan
$2.19K +$2.08K +21 New
TCA
720
Trifecta Capital Advisors
Illinois
$1.88K
SSC
721
Syverson Strege & Co
Iowa
$1.88K +$1.78K +18 New
FCT
722
First Community Trust
Iowa
$1.78K
Commonwealth Equity Services
723
Commonwealth Equity Services
Massachusetts
$1.76K +$111K +1,121 +7%
NECFA
724
New England Capital Financial Advisors
Connecticut
$1.7K
MCM
725
Manchester Capital Management
Vermont
$1.67K

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.