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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
WSCM
726
Wellington Shields Capital Management
New York
$8.84K +$2.6K +25 +43%
JWA
727
JFS Wealth Advisors
Pennsylvania
$8.52K
SRCM
728
Signature Resources Capital Management
California
$8.21K
CWP
729
Concord Wealth Partners
Virginia
$7.96K +$104 +1 +1%
CA
730
Crewe Advisors
Utah
$7.78K +$7.6K +73 New
SIS
731
Sound Income Strategies
Florida
$7.67K
HCP
732
Hexagon Capital Partners
Arkansas
$7.67K +$7.49K +72 New
SAM
733
Smartleaf Asset Management
Massachusetts
$7.44K +$6.87K +66 +1,650%
GI
734
Gradient Investments
Minnesota
$7.24K -$52K -500 -88%
PAI
735
Pittenger & Anderson Inc
Nebraska
$6.5K
PA
736
PSI Advisors
Florida
$6.5K
SA
737
SRH Advisors
Kansas
$5.75K
VCM
738
Versant Capital Management
Arizona
$5.65K
CP
739
Castleview Partners
Texas
$5.43K +$2.29K +22 +76%
GWMI
740
Guardian Wealth Management (Illinois)
Illinois
$5.19K
PP
741
PFS Partners
New Jersey
$5.16K
FMTCOCP
742
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
HFS
743
Hantz Financial Services
Michigan
$5K +$1.04K +10 +28%
FFA
744
Frazier Financial Advisors
Ohio
$4.9K +$4.79K +46 New
RFG
745
REAP Financial Group
Texas
$4.59K +$4.47K +43 New
MCM
746
Manchester Capital Management
Vermont
$4.58K +$1.46K +14 +48%
RDFA
747
Ritter Daniher Financial Advisory
Ohio
$4.37K
CA
748
Continuum Advisory
Idaho
$4.11K +$5.1K +49 New
AGWCA
749
Annis Gardner Whiting Capital Advisors
Florida
$4.05K +$3.23K +31 +443%
ADL
750
Asset Dedication LLC
California
$4K

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.