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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.1B -$16.9M -263,555 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B -$35.7M -557,085 -3%
BlackRock
3
BlackRock
New York
$745M -$16.4M -255,324 -2%
State Street
4
State Street
Massachusetts
$423M -$10.7M -166,932 -3%
Capital International Investors
5
Capital International Investors
California
$283M +$36.4M +569,013 +15%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$261M +$75.1M +1,173,051 +42%
APG Asset Management
7
APG Asset Management
Netherlands
$247M +$37.6M +586,394 +15%
CIP
8
Champlain Investment Partners
Vermont
$198M +$3.21M +50,150 +2%
Macquarie Group
9
Macquarie Group
Australia
$173M +$21.4M +334,594 +15%
LCOV
10
London Company of Virginia
Virginia
$166M +$11.4M +177,859 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$161M -$1.49M -23,213 -0.9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$158M -$11.8M -184,908 -7%
Northern Trust
13
Northern Trust
Illinois
$104M -$1.01M -15,697 -1%
Norges Bank
14
Norges Bank
Norway
$94.2M -$4.19M -65,427 -4%
Franklin Resources
15
Franklin Resources
California
$87.6M -$1.7M -26,578 -2%
CAM
16
Congress Asset Management
Massachusetts
$87.5M -$4.47M -69,855 -5%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$82.9M -$97.3M -1,519,844 -55%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$81.7M +$2.96M +46,288 +4%
VNIM
19
Vaughan Nelson Investment Management
Texas
$81.4M +$48.6M +758,939 +162%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$80.5M +$57.3M +894,369 +280%
JP Morgan Chase
21
JP Morgan Chase
New York
$80M -$15.2M -237,388 -16%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$79M +$231K +3,610 +0.3%
Invesco
23
Invesco
Georgia
$66.5M +$3.47M +54,166 +6%
Charles Schwab
24
Charles Schwab
California
$66.1M -$9.06M -141,440 -12%
Legal & General Group
25
Legal & General Group
United Kingdom
$64.8M -$2.12M -33,159 -3%

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.