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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
Federated Hermes
51
Federated Hermes
Pennsylvania
$53.8M +$17M +152,294 +48%
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$50.8M +$31.3M +280,748 +174%
Goldman Sachs
53
Goldman Sachs
New York
$49.5M +$1.48M +13,295 +3%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$47M +$15.4M +137,996 +51%
Ameriprise
55
Ameriprise
Minnesota
$46.7M -$64.8M -580,875 -59%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$43.8M -$5.29M -47,449 -11%
CRM
57
Cramer Rosenthal McGlynn
Connecticut
$42M -$13.1M -117,005 -24%
UBS AM
58
UBS AM
Illinois
$41.4M
CPC
59
Cookson Peirce & Co
Pennsylvania
$41M -$355K -3,183 -0.9%
SSA
60
Schonfeld Strategic Advisors
New York
$38.7M +$16.7M +149,991 +80%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$37.7M +$529K +4,744 +1%
AllianceBernstein
62
AllianceBernstein
Tennessee
$37.2M +$1.87M +16,803 +5%
Deutsche Bank
63
Deutsche Bank
Germany
$36.6M -$8.66M -77,604 -20%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$34.8M +$13.4M +119,993 +65%
CCP
65
Clarkston Capital Partners
Michigan
$34.7M -$1.14M -10,206 -3%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$34.1M -$1.51M -13,555 -4%
UB
67
UMB Bank
Missouri
$33.2M
UBS Group
68
UBS Group
Switzerland
$33.1M +$18.5M +165,975 +136%
SAM
69
Scopus Asset Management
New York
$32.8M -$18.4M -165,000 -37%
Principal Financial Group
70
Principal Financial Group
Iowa
$32M -$14.5M -129,855 -32%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$31.5M -$15.8M -141,227 -34%
National Pension Service
72
National Pension Service
South Korea
$30.8M +$26.7M +239,263 +760%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$29.6M +$8.89M +79,702 +45%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$29.4M +$8.23M +73,804 +41%
BGI
75
BlueDrive Global Investors
United Kingdom
$29.4M

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.