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Lamb Weston

573 hedge funds and large institutions have $8.4B invested in Lamb Weston in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 189 increasing their positions, 218 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $45.7M | Put options by funds: $17M

16% more capital invested

Capital invested by funds: $7.22B → $8.4B (+$1.18B)

3.3% more ownership

Funds ownership: 86.9%90.19% (+3.3%)

5% less funds holding

Funds holding: 601573 (-28)

13% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 218

31% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 80

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
573
Holders Change
-28
Holders Change %
-4.66%
% of All Funds
11.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
55
Increased
189
Reduced
218
Closed
80
Calls
$45.7M
Puts
$17M
Net Calls
+$28.7M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.08B +$303M +5,009,798 +42%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B -$35.8M -592,242 -4%
BlackRock
3
BlackRock
New York
$735M -$218M -3,604,979 -24%
State Street
4
State Street
Massachusetts
$419M -$18.6M -308,201 -4%
Capital International Investors
5
Capital International Investors
California
$236M +$152M +2,524,534 +216%
APG Asset Management
6
APG Asset Management
Netherlands
$216M +$18M +297,730 +9%
CIP
7
Champlain Investment Partners
Vermont
$188M +$25.3M +419,762 +17%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$177M +$166K +2,756 +0.1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$177M +$163M +2,706,609 +4,836%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$164M +$118M +1,947,227 +312%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$157M -$2.38M -39,331 -2%
LCOV
12
London Company of Virginia
Virginia
$149M +$40.5M +670,128 +40%
Macquarie Group
13
Macquarie Group
Australia
$145M -$8M -132,540 -6%
Northern Trust
14
Northern Trust
Illinois
$101M +$318K +5,263 +0.3%
Wells Fargo
15
Wells Fargo
California
$98.4M -$44.5M -736,704 -32%
Norges Bank
16
Norges Bank
Norway
$95M +$1.72M +28,530 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$93.5M +$24.1M +399,342 +38%
Franklin Resources
18
Franklin Resources
California
$91.9M -$36.7M -607,805 -31%
CAM
19
Congress Asset Management
Massachusetts
$88.9M +$2.4M +39,706 +3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$79.8M -$27.7M -458,467 -27%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$78.7M +$140K +2,326 +0.2%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$76M +$38.5M +638,341 +116%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$75.9M -$1.05M -17,348 -1%
Charles Schwab
24
Charles Schwab
California
$72.8M +$5.36M +88,842 +8%
Goldman Sachs
25
Goldman Sachs
New York
$69.5M -$50.3M -832,213 -43%

LW Hedge Fund Activity: Q2 2020 in Review

573 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2020, worth a combined $8.4B — up 16% from $7.22B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of LW and 55 opened new positions — a net loss of 25 holders — while 218 trimmed existing stakes and 189 added.

The largest buyer was Capital Research Global Investors, adding an estimated $303M. The largest seller was BlackRock, cutting an estimated $218M.

  • 573 institutional investors held Lamb Weston (LW) as of Q2 2020, down from 601 in Q1 2020.
  • Funds reported $8.4B of Lamb Weston stock for Q2 2020, up 16% quarter-over-quarter.
  • 55 funds opened new Lamb Weston positions in Q2 2020 and 80 closed out, a net change of -25 holders.
  • The largest Lamb Weston buyer in Q2 2020 was Capital Research Global Investors, an estimated $303M added.
  • The largest Lamb Weston seller in Q2 2020 was BlackRock, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2020.