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Lamb Weston

754 hedge funds and large institutions have $11.7B invested in Lamb Weston in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 230 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 230

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6.97% more ownership

Funds ownership: 89.86%96.83% (+7%)

5% less funds holding

Funds holding: 790754 (-36)

13% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 142

15% less capital invested

Capital invested by funds: $13.7B → $11.7B (-$2.02B)

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

Holders
754
Holders Change
-36
Holders Change %
-4.56%
% of All Funds
10.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
123
Increased
275
Reduced
230
Closed
142
Calls
$214M
Puts
$369M
Net Calls
-$155M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
VCG
851
Vantage Consulting Group
Virginia
-$215K -2,015 Closed
HWM
852
HB Wealth Management
Georgia
-$214K -2,011 Closed
SP
853
Successful Portfolios
Florida
-$214K -2,008 Closed
PCS
854
Personal CFO Solutions
New Jersey
-$214K -2,007 Closed
FC
855
Fulcrum Capital
Washington
-$213K -2,000 Closed
PWM
856
Perigon Wealth Management
California
-$210K -1,973 Closed
PAM
857
Palisade Asset Management
Minnesota
-$209K -1,966 Closed
QCM
858
QRG Capital Management
Illinois
-$206K -1,934 Closed
HFAS
859
Hummer Financial Advisory Services
Illinois
-$205K -1,920 Closed
BJL
860
Brighton Jones LLC
Washington
-$200K -1,878 Closed
1WM
861
1858 Wealth Management
Ohio
-$202K -1,868 Closed
WSC
862
Wellington Shields & Co
New York
-$197K -1,851 Closed
CLOS
863
Compagnie Lombard Odier SCmA
Switzerland
-$181K -1,700 Closed
AA
864
AlphaCentric Advisors
Puerto Rico
-$170K -1,600 Closed
NEI
865
Northwest & Ethical Investments
Ontario, Canada
-$146K -1,367 Closed
CBT
866
CoreFirst Bank & Trust
Kansas
-$145K -1,365 Closed
CA
867
CoreCap Advisors
Michigan
-$132K -1,235 Closed
GWP
868
Gen-Wealth Partners
Michigan
-$128K -1,205 Closed
CPBTD
869
Central Pacific Bank - Trust Division
Hawaii
-$94.5K -900 Closed
GC
870
Globeflex Capital
California
-$85.2K -800 Closed
NIC
871
Northwest Investment Counselors
Oregon
-$70.9K -666 Closed
RWA
872
Redmont Wealth Advisors
Illinois
-$32K -300 Closed
EC
873
EntryPoint Capital
New York
-$27.8K -261 Closed
FMP
874
Financial Management Professionals
Texas
-$25K -231 Closed
TC
875
Truvestments Capital
Florida
-$21.6K -203 Closed