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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
QC
701
Quent Capital
New York
$17.7K
CAL
702
Capital Analysts LLC
Pennsylvania
$17K +$11.5K +103 +251%
BWAM
703
Boyd Watterson Asset Management
Ohio
$16.4K
VAG
704
VisionPoint Advisory Group
Texas
$16.3K +$15.8K +142 New
CWA
705
Clearview Wealth Advisors
Oregon
$15.8K +$9.81K +88 +180%
PMFA
706
Plante Moran Financial Advisors
Michigan
$15.6K +$12.8K +115 +548%
RCM
707
Raleigh Capital Management
North Carolina
$15.4K +$13.9K +125 +1,389%
FRA
708
Front Row Advisors
California
$14K
TLCM
709
Twin Lakes Capital Management
California
$13.4K
FFA
710
Farther Finance Advisors
California
$13.2K +$2.9K +26 +29%
AAG
711
Armstrong Advisory Group
Massachusetts
$12.8K +$9.15K +82 +283%
SFG
712
Steward Financial Group
Texas
$12K +$12.6K +113 New
CWC
713
Carolinas Wealth Consulting
North Carolina
$11.9K
CB
714
CNB Bank
Pennsylvania
$11.5K
FFL
715
Financial Freedom LLC
Ohio
$11.5K
VWM
716
Valley Wealth Managers
New Jersey
$11.5K
OPTFSNA
717
Old Point Trust & Financial Services N A
Virginia
$11.5K +$11.2K +100 New
NCM
718
Northwest Capital Management
Oregon
$11.3K +$11K +99 New
CMP
719
Coston McIsaac & Partners
Maine
$11K
CWP
720
Concord Wealth Partners
Virginia
$8.51K
EARNEST Partners
721
EARNEST Partners
Georgia
$8.39K
SIS
722
Sound Income Strategies
Florida
$8.28K
JWA
723
JFS Wealth Advisors
Pennsylvania
$8.05K
WAM
724
WFA Asset Management
Wisconsin
$8.04K
AW
725
Avion Wealth
Texas
$8K +$558 +5 +7%

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.