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Lamb Weston

619 hedge funds and large institutions have $9.63B invested in Lamb Weston in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 220 increasing their positions, 198 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 198

3% more funds holding

Funds holding: 601619 (+18)

0.31% less ownership

Funds ownership: 86.15%85.84% (-0.31%)

2% less capital invested

Capital invested by funds: $9.85B → $9.63B (-$216M)

44% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $35.9M

Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
10.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
74
Increased
220
Reduced
198
Closed
48
Calls
$20.2M
Puts
$35.9M
Net Calls
-$15.7M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B -$1.29M -16,416 -0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$831M -$108M -1,366,007 -11%
BlackRock
3
BlackRock
New York
$777M +$17.4M +221,233 +2%
APG Asset Management
4
APG Asset Management
Netherlands
$503M -$3.23M -41,001 -0.5%
State Street
5
State Street
Massachusetts
$439M -$25.4M -321,778 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$391M +$115M +1,462,591 +41%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$352M -$35.9K -455 -0%
Wells Fargo
8
Wells Fargo
California
$242M +$113M +1,427,566 +84%
LCOV
9
London Company of Virginia
Virginia
$207M +$3.72M +47,182 +2%
CIP
10
Champlain Investment Partners
Vermont
$201M -$32.6M -413,225 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$194M +$2.24M +28,381 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$170M +$63.4M +804,186 +58%
Macquarie Group
13
Macquarie Group
Australia
$147M -$49.4M -626,520 -25%
VNIM
14
Vaughan Nelson Investment Management
Texas
$143M +$35M +444,344 +32%
Northern Trust
15
Northern Trust
Illinois
$116M -$1.33M -16,884 -1%
Franklin Resources
16
Franklin Resources
California
$116M +$13M +165,136 +12%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$115M +$5.77M +73,240 +5%
Norges Bank
18
Norges Bank
Norway
$101M -$7.62M -96,666 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$95.6M -$2.07M -26,288 -2%
Teacher Retirement System of Texas
20
Teacher Retirement System of Texas
Texas
$94.1M +$183K +2,316 +0.2%
CCM
21
Candlestick Capital Management
Connecticut
$93M +$9.86M +125,000 +12%
Capital International Investors
22
Capital International Investors
California
$86.5M -$335M -4,254,129 -79%
Invesco
23
Invesco
Georgia
$86.5M +$13.5M +171,146 +18%
Charles Schwab
24
Charles Schwab
California
$81.1M +$1.96M +24,903 +2%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$73.7M +$5.33M +67,596 +8%

LW Hedge Fund Activity: Q1 2021 in Review

619 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2021, worth a combined $9.63B — down 2.2% from $9.85B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new LW positions and 48 closed out — a net gain of 26 holders — while 220 added to existing stakes and 198 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Capital International Investors, cutting an estimated $335M.

  • 619 institutional investors held Lamb Weston (LW) as of Q1 2021, up from 601 in Q4 2020.
  • Funds reported $9.63B of Lamb Weston stock for Q1 2021, down 2.2% quarter-over-quarter.
  • 74 funds opened new Lamb Weston positions in Q1 2021 and 48 closed out, a net change of +26 holders.
  • The largest Lamb Weston buyer in Q1 2021 was Fidelity Investments, an estimated $115M added.
  • The largest Lamb Weston seller in Q1 2021 was Capital International Investors, an estimated $335M sold.

Based on aggregated 13F filings for Q1 2021.