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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
76
Nicholas Company
Wisconsin
$23M
CS
77
Credit Suisse
Switzerland
$22.9M -$2.07M -19,869 -8%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$22.3M -$354K -3,398 -2%
SEI Investments
79
SEI Investments
Pennsylvania
$22.1M +$3.6M +34,553 +20%
Jennison Associates
80
Jennison Associates
New York
$22M -$30.5M -292,669 -59%
LFAS
81
Level Four Advisory Services
Texas
$21.9M
UBS Group
82
UBS Group
Switzerland
$21.3M +$4.31M +41,396 +26%
Citigroup
83
Citigroup
New York
$21.1M -$419K -4,027 -2%
HAM
84
Harber Asset Management
North Carolina
$21M -$848K -8,148 -4%
TAM
85
Trillium Asset Management
Massachusetts
$21M +$139K +1,331 +0.7%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$20.9M +$146K +1,400 +0.7%
First Trust Advisors
87
First Trust Advisors
Illinois
$19.9M -$4M -38,481 -17%
AG
88
Avala Global
New York
$19.9M -$57.5M -552,269 -75%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$18.7M +$3.96M +38,013 +28%
DKCM
90
Davidson Kempner Capital Management
New York
$18.1M +$4.39M +42,183 +33%
VCM
91
VeriStar Capital Management
New York
$18.1M -$1.4M -13,499 -7%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$18M -$1.22M -11,714 -6%
Principal Financial Group
93
Principal Financial Group
Iowa
$18M -$162K -1,561 -0.9%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$17.8M +$234K +2,245 +1%
Creative Planning
95
Creative Planning
Kansas
$16.9M -$896K -8,614 -5%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$16.8M -$283K -2,715 -2%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$15.8M +$184K +1,765 +1%
Federated Hermes
98
Federated Hermes
Pennsylvania
$15.4M -$413K -3,966 -3%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$15.1M +$83.3K +800 +0.6%
Nomura Asset Management
100
Nomura Asset Management
Japan
$14.7M +$777K +7,464 +6%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.