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Lamb Weston

527 hedge funds and large institutions have $6.98B invested in Lamb Weston in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 155 increasing their positions, 166 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $5.75M

47% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 506527 (+21)

1.1% more ownership

Funds ownership: 80.86%81.96% (+1.1%)

5% more capital invested

Capital invested by funds: $6.67B → $6.98B (+$304M)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 166

Holders
527
Holders Change
+21
Holders Change %
+4.15%
% of All Funds
12.08%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
88
Increased
155
Reduced
166
Closed
60
Calls
$43.1M
Puts
$5.75M
Net Calls
+$37.4M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$808M +$101M +1,788,034 +15%
BlackRock
2
BlackRock
New York
$789M +$21.7M +382,591 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$749M +$13.9M +246,440 +2%
State Street
4
State Street
Massachusetts
$238M -$5.86M -103,630 -2%
Wells Fargo
5
Wells Fargo
California
$215M +$84.7M +1,496,815 +68%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$156M -$4.05M -71,498 -3%
NCA
7
Newbrook Capital Advisors
New York
$151M +$16.8M +296,962 +13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$122M -$13.4M -236,693 -10%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$107M +$67M +1,183,646 +183%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$105M -$42.5M -751,138 -29%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$97.9M +$217K +3,832 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$91M +$14.9M +262,481 +20%
Harris Associates
13
Harris Associates
Illinois
$88.6M -$857K -15,145 -1%
Renaissance Technologies
14
Renaissance Technologies
New York
$85.4M +$8.71M +153,900 +12%
Norges Bank
15
Norges Bank
Norway
$84.1M
CAM
16
Congress Asset Management
Massachusetts
$80.1M +$77.9M +1,376,258 New
ClearBridge Investments
17
ClearBridge Investments
New York
$78.6M -$518K -9,158 -0.7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$73.4M +$2.77M +49,030 +4%
AL
19
AJO LP
Pennsylvania
$71.3M +$64.6M +1,141,027 +1,375%
Northern Trust
20
Northern Trust
Illinois
$68.5M -$232K -4,104 -0.3%
Goldman Sachs
21
Goldman Sachs
New York
$65.9M +$10.9M +191,828 +20%
Millennium Management
22
Millennium Management
New York
$65.8M +$22.8M +402,428 +55%
TCCM
23
Two Creeks Capital Management
New York
$59M
Prudential Financial
24
Prudential Financial
New Jersey
$58.9M -$4.97M -87,763 -8%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$58.3M -$10.2M -180,767 -15%

LW Hedge Fund Activity: Q1 2018 in Review

527 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2018, worth a combined $6.98B — up 4.6% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new LW positions and 60 closed out — a net gain of 28 holders — while 155 added to existing stakes and 166 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Kensico Capital Management, exiting entirely with an estimated $91.7M sold.

  • 527 institutional investors held Lamb Weston (LW) as of Q1 2018, up from 506 in Q4 2017.
  • Funds reported $6.98B of Lamb Weston stock for Q1 2018, up 4.6% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q1 2018 and 60 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2018 was Capital Research Global Investors, an estimated $101M added.
  • The largest Lamb Weston seller in Q1 2018 was Kensico Capital Management, an estimated $91.7M sold.

Based on aggregated 13F filings for Q1 2018.