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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
BLC
801
Brown, Lisle/Cummings
Rhode Island
-$61.4K -730 Closed
CFM
802
Catalyst Funds Management
Australia
-$50.4K -600 Closed
KFI
803
Key Financial Inc
Pennsylvania
-$39.6K -471 Closed
VAG
804
VisionPoint Advisory Group
Texas
-$39.2K -466 Closed
TFF
805
The Family Firm
Maryland
-$36.2K -430 Closed
CAS
806
Coppell Advisory Solutions
Texas
-$33.6K -400 Closed
PGAM
807
Princeton Global Asset Management
New Jersey
-$33.6K -400 Closed
UOTTAIMCU
808
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$30.5K -363 Closed
PFPT
809
Pinnacle Financial Partners (Tennessee)
Tennessee
-$35.7K -335 Closed
CA
810
Crewe Advisors
Utah
-$28.1K -334 Closed
Fidelity International
811
Fidelity International
Bermuda
-$23.3K -277 Closed
WR
812
WD Rutherford
Oregon
-$21.9K -260 Closed
IC
813
Innealta Capital
Texas
-$20.1K -239 Closed
PPC
814
Park Place Capital
Alabama
-$19.3K -229 Closed
TSWM
815
Tyler-Stone Wealth Management
Ohio
-$15.2K -181 Closed
ANBT
816
American National Bank & Trust
Texas
-$14.5K -172 Closed
RFG
817
RFP Financial Group
Georgia
-$14K -166 Closed
GXJ
818
Global X Japan
Japan
-$10.8K -128 Closed
DMIC
819
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$10.5K -125 Closed
TLCM
820
Twin Lakes Capital Management
California
-$9.92K -118 Closed
NFSG
821
Newbridge Financial Services Group
Florida
-$8.41K -100 Closed
OWA
822
Opal Wealth Advisors
New York
-$7.99K -95 Closed
IAIM
823
International Assets Investment Management
Florida
-$6.56K -78 Closed
GI
824
Gradient Investments
Minnesota
-$5.72K -68 Closed
RWMG
825
Redwood Wealth Management Group
New Jersey
-$4.2K -50 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.