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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
SIC
751
SJS Investment Consulting
Ohio
$3.91K -$112 -1 -3%
JFGIW
752
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.79K
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.79K
CWM
754
CarsonAllaria Wealth Management
Illinois
$3.79K +$3.68K +33 New
CIR
755
Clear Investment Research
Georgia
$3.71K
GWSA
756
Global Wealth Strategies & Associates
Colorado
$3.68K
MFT
757
Moisand Fitzgerald Tamayo
Florida
$3.1K
BAM
758
Byrne Asset Management
New Jersey
$3K
PVH
759
Psagot Value Holdings
Israel
$3K +$2.68K +24 +480%
FMP
760
Financial Management Professionals
Texas
$3K +$3.12K +28 New
KFS
761
Kelly Financial Services
Massachusetts
$2.99K
LFG
762
Larson Financial Group
Missouri
$2.89K
DI
763
Disciplined Investments
Oklahoma
$2.41K
TCA
764
Trifecta Capital Advisors
Illinois
$2.07K
MCM
765
Manchester Capital Management
Vermont
$2.07K +$223 +2 +13%
IPW
766
Impact Partnership Wealth
Georgia
$2.07K +$2.01K +18 New
BG
767
Bollard Group
Massachusetts
$2K +$1.67K +15 New
FCT
768
First Community Trust
Iowa
$1.95K
NECFA
769
New England Capital Financial Advisors
Connecticut
$1.88K
AFS
770
Annapolis Financial Services
Maryland
$1.84K +$1.78K +16 New
KFI
771
Key Financial Inc
Pennsylvania
$1.38K
AFG
772
Albion Financial Group
Utah
$1.15K
CFD
773
Creative Financial Designs
Indiana
$1.08K
SIA
774
SkyView Investment Advisors
New Jersey
$1K +$558 +5 +100%
GKIM
775
GW&K Investment Management
Massachusetts
$1K +$669 +6 New

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.