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Lamb Weston

685 hedge funds and large institutions have $8.44B invested in Lamb Weston in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $613M | Put options by funds: $535M

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

6.12% less ownership

Funds ownership: 96.83%90.71% (-6.1%)

9% less funds holding

Funds holding: 754685 (-69)

28% less capital invested

Capital invested by funds: $11.7B → $8.44B (-$3.28B)

39% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 155

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
685
Holders Change
-69
Holders Change %
-9.15%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.07%
New
95
Increased
233
Reduced
245
Closed
155
Calls
$613M
Puts
$535M
Net Calls
+$78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
ALPS Advisors
Colorado
-$283K -3,364 Closed
FAB
777
First American Bank
Illinois
-$280K -3,332 Closed
BP
778
Ballentine Partners
Massachusetts
-$278K -3,311 Closed
BAM
779
BTS Asset Management
Massachusetts
-$274K -3,288 Closed
PAG
780
Private Advisor Group
New Jersey
-$269K -3,200 Closed
ERIM
781
Eagle Ridge Investment Management
Connecticut
-$252K -3,000 Closed
OIA
782
OneDigital Investment Advisors
Kansas
-$251K -2,981 Closed
Schroder Investment Management Group
783
Schroder Investment Management Group
United Kingdom
-$246K -2,928 Closed
SCA
784
Scott Capital Advisors
Oregon
-$224K -2,915 Closed
LI
785
LRI Investments
Florida
-$244K -2,903 Closed
SP
786
Symmetry Partners
Connecticut
-$242K -2,883 Closed
BA
787
Bellwether Advisors
Nebraska
-$242K -2,881 Closed
Teacher Retirement System of Texas
788
Teacher Retirement System of Texas
Texas
-$236K -2,806 Closed
MWM
789
Mattern Wealth Management
Kansas
-$233K -2,768 Closed
CSIC
790
Clifford Swan Investment Counsel
California
-$221K -2,633 Closed
FRA
791
Frank Rimerman Advisors
California
-$221K -2,632 Closed
GVAG
792
Great Valley Advisor Group
Delaware
-$221K -2,623 Closed
HAM
793
Harmony Asset Management
Arizona
-$219K -2,607 Closed
AWS
794
Atria Wealth Solutions
New York
-$214K -2,551 Closed
CWM
795
Chicago Wealth Management
Illinois
-$208K -2,473 Closed
CTA
796
Chesley Taft & Associates
Illinois
-$208K -2,470 Closed
NAS
797
NWF Advisory Services
California
-$206K -2,447 Closed
DWM
798
Dakota Wealth Management
Florida
-$202K -2,401 Closed
BCWM
799
Bartlett & Co Wealth Management
Ohio
-$131K -1,555 Closed
EWP
800
Elevation Wealth Partners
California
-$90.6K -1,078 Closed

LW Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2024, worth a combined $8.44B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of LW and 95 opened new positions — a net loss of 60 holders — while 245 trimmed existing stakes and 233 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 685 institutional investors held Lamb Weston (LW) as of Q3 2024, down from 754 in Q2 2024.
  • Funds reported $8.44B of Lamb Weston stock for Q3 2024, down 28% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2024 and 155 closed out, a net change of -60 holders.
  • The largest Lamb Weston buyer in Q3 2024 was JANA Partners Management, an estimated $233M added.
  • The largest Lamb Weston seller in Q3 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2024.