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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
KTA
151
Keeley-Teton Advisors
Illinois
$4.7M -$1.06M -13,904 -18%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$4.47M +$4.65M +60,682 New
OAM
153
Oxford Asset Management
United Kingdom
$4.2M -$2.67M -34,827 -38%
AIM
154
Assured Investment Management
New York
$4.18M -$2.93M -38,264 -40%
WG
155
Winton Group
United Kingdom
$4.12M +$2.55M +33,339 +147%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$4.11M
Aviva
157
Aviva
United Kingdom
$4.05M -$1.23M -16,012 -23%
N
158
Nuveen
North Carolina
$4M +$4.16M +54,307 New
Natixis Advisors
159
Natixis Advisors
Massachusetts
$3.96M +$48.2K +629 +1%
ACI
160
AMP Capital Investors
Australia
$3.95M +$2.41M +31,423 +141%
ARTA
161
A.R.T. Advisors
New York
$3.84M -$291K -3,800 -7%
ACG
162
Allen Capital Group
Nebraska
$3.83M +$19.1K +250 +0.5%
AIG
163
American International Group
New York
$3.72M -$18.9M -247,024 -83%
QC
164
Quadrature Capital
United Kingdom
$3.66M +$287K +3,743 +8%
WCM
165
Weatherstone Capital Management
Colorado
$3.58M +$4.12M +53,819 New
FAF
166
Fjarde Ap-fonden
Sweden
$3.54M +$3.68M +48,100 New
BIM
167
Bridges Investment Management
Nebraska
$3.52M +$3.19M +41,632 +670%
Korea Investment Corp
168
Korea Investment Corp
South Korea
$3.51M +$3.65M +47,700 New
JMPWA
169
JP Morgan Private Wealth Advisors
California
$3.48M +$3.27M +42,744 +931%
USAA
170
United Services Automobile Association
Texas
$3.45M +$1.86M +24,347 +108%
WEC
171
White Elm Capital
Connecticut
$3.33M -$9.31M -121,588 -73%
TC
172
Telemus Capital
Michigan
$3.28M -$810K -10,580 -19%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$3.28M +$3.41M +44,589 New
PTC
174
Philadelphia Trust Company
Pennsylvania
$3.22M -$79.6K -1,040 -2%
SOMRS
175
State of Michigan Retirement System
Michigan
$3.08M -$942K -12,300 -23%

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.