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Lamb Weston

615 hedge funds and large institutions have $8.9B invested in Lamb Weston in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 156 increasing their positions, 209 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 58

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more capital invested

Capital invested by funds: $7.88B → $8.9B (+$1.02B)

13% more funds holding

Funds holding: 545615 (+70)

2.29% more ownership

Funds ownership: 80.87%83.16% (+2.3%)

3% less call options, than puts

Call options by funds: $19M | Put options by funds: $19.7M

25% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 209

Holders
615
Holders Change
+70
Holders Change %
+12.84%
% of All Funds
13.7%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
134
Increased
156
Reduced
209
Closed
58
Calls
$19M
Puts
$19.7M
Net Calls
-$639K
Net Calls Change
+$763K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$18.3M +$550K +7,180 +3%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$17.9M +$384K +5,012 +2%
RIG
78
Roosevelt Investment Group
New York
$17.5M +$90K +1,176 +0.5%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$17.4M +$33.1K +433 +0.2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$17.1M +$11.2M +146,500 +170%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$17.1M +$17.4M +226,737 +4,098%
Victory Capital Management
82
Victory Capital Management
Texas
$16.4M -$6.25M -81,606 -27%
GLA
83
Great Lakes Advisors
Illinois
$16.2M +$2.4M +31,355 +17%
Principal Financial Group
84
Principal Financial Group
Iowa
$16.1M -$33.2M -433,119 -66%
SEI Investments
85
SEI Investments
Pennsylvania
$15.7M -$2.68M -35,058 -13%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$15.5M +$12.8M +167,619 +386%
RAM
87
RWC Asset Management
United Kingdom
$14.9M +$15.6M +203,239 New
Kayne Anderson Rudnick Investment Management
88
Kayne Anderson Rudnick Investment Management
California
$14.7M +$2.96M +38,662 +24%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$14.2M -$2.82M -36,785 -16%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$14.1M -$434K -5,671 -3%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$14M +$938K +12,256 +7%
MSE
92
MUFG Securities EMEA
United Kingdom
$13.8M +$14.4M +187,500 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M -$19.2M -250,631 -58%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$13.4M +$14M +182,500 New
Artisan Partners
95
Artisan Partners
Wisconsin
$12.8M -$41.9M -547,855 -76%
GC
96
Guggenheim Capital
Illinois
$12.5M +$904K +11,803 +7%
GIA
97
Gateway Investment Advisers
Ohio
$12.4M +$466K +6,083 +4%
BIM
98
Bogle Investment Management
Massachusetts
$12.2M +$12.7M +165,300 New
Comerica Bank
99
Comerica Bank
Texas
$12.1M -$6.86M -89,598 -35%
Squarepoint
100
Squarepoint
New York
$10.9M +$9.86M +128,852 +682%

LW Hedge Fund Activity: Q4 2018 in Review

615 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2018, worth a combined $8.9B — up 13% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new LW positions and 58 closed out — a net gain of 76 holders — while 156 added to existing stakes and 209 trimmed.

The largest buyer was Vanguard Group, adding an estimated $199M. The largest seller was BlackRock, cutting an estimated $218M.

  • 615 institutional investors held Lamb Weston (LW) as of Q4 2018, up from 545 in Q3 2018.
  • Funds reported $8.9B of Lamb Weston stock for Q4 2018, up 13% quarter-over-quarter.
  • 134 funds opened new Lamb Weston positions in Q4 2018 and 58 closed out, a net change of +76 holders.
  • The largest Lamb Weston buyer in Q4 2018 was Vanguard Group, an estimated $199M added.
  • The largest Lamb Weston seller in Q4 2018 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.