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Lamb Weston

576 hedge funds and large institutions have $8.45B invested in Lamb Weston in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $18M

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $8.4B → $8.45B (+$50.7M)

1% more funds holding

Funds holding: 573576 (+3)

2% less ownership

Funds ownership: 90.19%88.19% (-2%)

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

Holders
576
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
11.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
71
Increased
165
Reduced
207
Closed
64
Calls
$35.6M
Puts
$18M
Net Calls
+$17.5M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$14.1M -$840K -13,112 -6%
CWP
77
Capital Wealth Planning
Florida
$14.1M +$122K +1,904 +0.9%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$14.1M -$4.69M -73,178 -26%
Citadel Advisors
79
Citadel Advisors
Florida
$14M +$13.5M +211,226 New
Canada Life
80
Canada Life
Manitoba, Canada
$13.7M -$2.95M -46,001 -18%
EAM
81
Eventide Asset Management
Massachusetts
$13.5M -$359K -5,600 -3%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$12.9M +$37.8K +590 +0.3%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$12.8M -$1.26M -19,745 -9%
CTA
84
Carillon Tower Advisers
Florida
$12.7M -$482K -7,525 -4%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$12M +$9.19M +143,473 +376%
WHG
86
Westwood Holdings Group
Texas
$11.9M +$904K +14,109 +9%
Allianz Asset Management
87
Allianz Asset Management
Germany
$11.7M -$18M -281,332 -61%
CCM
88
Copeland Capital Management
Pennsylvania
$11.6M -$391K -6,109 -3%
Victory Capital Management
89
Victory Capital Management
Texas
$11.1M -$32.4M -506,142 -75%
UBS Group
90
UBS Group
Switzerland
$11M +$4.17M +65,041 +65%
AQR Capital Management
91
AQR Capital Management
Connecticut
$10.9M -$8.19M -127,822 -44%
SCM
92
Steadfast Capital Management
New York
$10.9M +$1.46M +22,776 +16%
NC
93
Nicholas Company
Wisconsin
$10.6M -$14.4K -225 -0.1%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$10.5M -$333K -5,200 -3%
TAM
95
Trillium Asset Management
Massachusetts
$10.4M -$702K -10,967 -7%
BCIM
96
British Columbia Investment Management
British Columbia, Canada
$9.96M -$934K -14,581 -9%
Marshall Wace
97
Marshall Wace
United Kingdom
$9.78M +$7.16M +111,797 +312%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$9.57M -$1.3M -20,342 -12%
Citigroup
99
Citigroup
New York
$9.54M +$3.64M +56,825 +65%
EVM
100
Eaton Vance Management
Massachusetts
$9.5M +$192 +3 +0%

LW Hedge Fund Activity: Q3 2020 in Review

576 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2020, worth a combined $8.45B — up 0.6% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LW positions and 64 closed out — a net gain of 7 holders — while 165 added to existing stakes and 207 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $75.1M. The largest seller was William Blair Investment Management, cutting an estimated $97.3M.

  • 576 institutional investors held Lamb Weston (LW) as of Q3 2020, up from 573 in Q2 2020.
  • Funds reported $8.45B of Lamb Weston stock for Q3 2020, up 0.6% quarter-over-quarter.
  • 71 funds opened new Lamb Weston positions in Q3 2020 and 64 closed out, a net change of +7 holders.
  • The largest Lamb Weston buyer in Q3 2020 was Wellington Management Group, an estimated $75.1M added.
  • The largest Lamb Weston seller in Q3 2020 was William Blair Investment Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q3 2020.