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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
HFM
701
Harvest Fund Management
China
$16K -$117K -1,121 -88%
WIM
702
Westside Investment Management
California
$15.7K +$15.6K +150 New
BWAM
703
Boyd Watterson Asset Management
Ohio
$15.2K
QC
704
Quent Capital
New York
$14.6K
TCM
705
Tradewinds Capital Management
Washington
$14.2K +$13.8K +133 New
RA
706
Rise Advisors
New York
$13.5K +$13.2K +127 New
DMIC
707
Dixon Mitchell Investment Counsel
British Columbia, Canada
$13.3K +$13K +125 New
BTI
708
Blue Trust Inc
Georgia
$13.2K -$16.4K -158 -56%
CFD
709
Creative Financial Designs
Indiana
$13.2K +$11.9K +114 +1,267%
C
710
Covestor
United Kingdom
$13K -$115K -1,104 -90%
FRA
711
Front Row Advisors
California
$12.8K
TLCM
712
Twin Lakes Capital Management
California
$12.5K +$104 +1 +0.9%
OC
713
Oakworth Capital
Alabama
$11.7K -$6.04K -58 -35%
NCM
714
Northwest Capital Management
Oregon
$11.6K
CWC
715
Carolinas Wealth Consulting
North Carolina
$11.5K -$450K -4,321 -98%
IGWM
716
ICA Group Wealth Management
Colorado
$11.1K +$416 +4 +4%
CAL
717
Capital Analysts LLC
Pennsylvania
$11K
B
718
Birchbrook
Maine
$10.7K
CB
719
CNB Bank
Pennsylvania
$10.7K
FFL
720
Financial Freedom LLC
Ohio
$10.7K
FWM
721
FSA Wealth Management
Massachusetts
$10.7K
OPTFSNA
722
Old Point Trust & Financial Services N A
Virginia
$10.7K
CMP
723
Coston McIsaac & Partners
Maine
$10K
BAM
724
Byrne Asset Management
New Jersey
$9.38K +$4.47K +43 +96%
BEI
725
Benjamin Edwards Inc
Missouri
$9K +$8.64K +83 New

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.