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Lamb Weston

601 hedge funds and large institutions have $9.85B invested in Lamb Weston in 2020 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 175 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

60% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 55

17% more capital invested

Capital invested by funds: $8.45B → $9.85B (+$1.4B)

4% more funds holding

Funds holding: 576601 (+25)

2.04% less ownership

Funds ownership: 88.19%86.15% (-2%)

16% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 208

28% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $38.8M

Holders
601
Holders Change
+25
Holders Change %
+4.34%
% of All Funds
10.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
88
Increased
175
Reduced
208
Closed
55
Calls
$28.1M
Puts
$38.8M
Net Calls
-$10.7M
Net Calls Change
-$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B -$13.2M -181,839 -1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$952M -$326M -4,479,356 -27%
BlackRock
3
BlackRock
New York
$773M -$104M -1,426,800 -13%
APG Asset Management
4
APG Asset Management
Netherlands
$493M +$239M +3,288,285 +75%
State Street
5
State Street
Massachusetts
$472M -$28.7M -394,297 -6%
Capital International Investors
6
Capital International Investors
California
$423M +$80.6M +1,106,389 +26%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$357M +$43.9M +603,451 +15%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$282M +$87.2M +1,198,253 +50%
CIP
9
Champlain Investment Partners
Vermont
$237M +$1.42M +19,435 +0.7%
LCOV
10
London Company of Virginia
Virginia
$207M +$8.89M +122,124 +5%
Macquarie Group
11
Macquarie Group
Australia
$199M -$5.34M -73,328 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$195M +$3.29M +45,223 +2%
Wells Fargo
13
Wells Fargo
California
$133M +$79.8M +1,095,757 +184%
Northern Trust
14
Northern Trust
Illinois
$119M -$3.64M -50,050 -3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$111M +$14.2M +194,431 +16%
Norges Bank
16
Norges Bank
Norway
$110M -$1.56M -21,422 -2%
VNIM
17
Vaughan Nelson Investment Management
Texas
$110M +$12.4M +170,838 +14%
JP Morgan Chase
18
JP Morgan Chase
New York
$109M +$11.9M +163,571 +13%
CAM
19
Congress Asset Management
Massachusetts
$106M +$1.53M +21,004 +2%
Franklin Resources
20
Franklin Resources
California
$104M +$363K +4,986 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$99.2M +$1.95M +26,836 +2%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$95.5M +$1.46M +20,023 +2%
CCM
23
Candlestick Capital Management
Connecticut
$84.6M +$45.5M +625,000 +139%
Charles Schwab
24
Charles Schwab
California
$80.5M +$1.78M +24,441 +2%
Invesco
25
Invesco
Georgia
$74.4M -$4.26M -58,448 -6%

LW Hedge Fund Activity: Q4 2020 in Review

601 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2020, worth a combined $9.85B — up 17% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new LW positions and 55 closed out — a net gain of 33 holders — while 175 added to existing stakes and 208 trimmed.

The largest buyer was APG Asset Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $326M.

  • 601 institutional investors held Lamb Weston (LW) as of Q4 2020, up from 576 in Q3 2020.
  • Funds reported $9.85B of Lamb Weston stock for Q4 2020, up 17% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q4 2020 and 55 closed out, a net change of +33 holders.
  • The largest Lamb Weston buyer in Q4 2020 was APG Asset Management, an estimated $239M added.
  • The largest Lamb Weston seller in Q4 2020 was Capital Research Global Investors, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2020.