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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
HighTower Advisors
151
HighTower Advisors
Illinois
$3.42M -$91.1K -1,422 -3%
KTA
152
Keeley-Teton Advisors
Illinois
$3.38M +$240K +3,745 +8%
Two Sigma Advisers
153
Two Sigma Advisers
New York
$3.31M -$5.17M -80,666 -62%
OAM
154
Optimal Asset Management
California
$3.3M +$445K +6,954 +16%
MC
155
Middleton & Co
Massachusetts
$3.29M -$267K -4,162 -8%
BCI
156
Brinker Capital Investments
Pennsylvania
$3.25M +$3.14M +49,077 New
AIG
157
American International Group
New York
$3.22M -$143K -2,231 -4%
Jane Street
158
Jane Street
New York
$3.2M -$1.76M -27,424 -36%
Ameriprise
159
Ameriprise
Minnesota
$3.18M -$2.3M -35,954 -43%
Aviva
160
Aviva
United Kingdom
$3.13M -$79K -1,233 -3%
SAM
161
Storebrand Asset Management
Norway
$3.11M -$21.3K -332 -0.7%
Stifel Financial
162
Stifel Financial
Missouri
$3.07M +$25.6K +399 +0.9%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$3.04M +$1.33M +20,843 +83%
PCM
164
Penn Capital Management
Pennsylvania
$2.99M -$168K -2,624 -6%
DILIC
165
Dai-ichi Life Insurance Company
Japan
$2.96M
ASRS
166
Arizona State Retirement System
Arizona
$2.94M +$667K +10,408 +31%
Skandinaviska Enskilda Banken (SEB)
167
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.88M -$1.64M -25,654 -37%
SOMRS
168
State of Michigan Retirement System
Michigan
$2.86M +$378K +5,900 +16%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$2.85M -$167K -2,600 -6%
LPL Financial
170
LPL Financial
California
$2.84M +$210K +3,286 +8%
Voloridge Investment Management
171
Voloridge Investment Management
Florida
$2.83M -$4.99M -77,975 -65%
FNT
172
First Nebraska Trust
Nebraska
$2.8M +$231K +3,602 +9%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$2.78M +$584K +9,119 +28%
NWM
174
Nicola Wealth Management
British Columbia, Canada
$2.72M +$408K +6,378 +18%
Osaic Holdings
175
Osaic Holdings
Arizona
$2.69M -$49.6K -775 -2%

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.