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Lamb Weston

607 hedge funds and large institutions have $9.98B invested in Lamb Weston in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $26M

4% more capital invested

Capital invested by funds: $9.63B → $9.98B (+$343M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.34% less ownership

Funds ownership: 85.84%85.51% (-0.34%)

9% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 68

2% less funds holding

Funds holding: 619607 (-12)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 218

Holders
607
Holders Change
-12
Holders Change %
-1.94%
% of All Funds
10.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
62
Increased
186
Reduced
218
Closed
68
Calls
$35.6M
Puts
$26M
Net Calls
+$9.55M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B -$4.98M -62,132 -0.4%
BlackRock
2
BlackRock
New York
$799M -$10M -125,282 -1%
APG Asset Management
3
APG Asset Management
Netherlands
$518M -$417K -5,200 -0.1%
State Street
4
State Street
Massachusetts
$466M +$8.21M +102,478 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$435M -$427M -5,330,154 -50%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$410M +$3.01M +37,603 +0.7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$390M +$23.8M +297,693 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$296M +$118M +1,478,475 +67%
Wells Fargo
9
Wells Fargo
California
$280M +$28.2M +351,599 +11%
LCOV
10
London Company of Virginia
Virginia
$227M +$11.4M +142,171 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$204M +$1.61M +20,103 +0.8%
CIP
12
Champlain Investment Partners
Vermont
$184M -$25.4M -317,270 -12%
VNIM
13
Vaughan Nelson Investment Management
Texas
$180M +$31.1M +388,100 +21%
Macquarie Group
14
Macquarie Group
Australia
$157M +$4.11M +51,284 +3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$156M +$36.7M +457,950 +31%
Millennium Management
16
Millennium Management
New York
$135M +$65.7M +820,504 +96%
Citadel Advisors
17
Citadel Advisors
Florida
$129M +$86M +1,074,112 +204%
Franklin Resources
18
Franklin Resources
California
$122M +$1.67M +20,828 +1%
Northern Trust
19
Northern Trust
Illinois
$119M -$1.44M -18,038 -1%
Norges Bank
20
Norges Bank
Norway
$111M +$6.27M +78,219 +6%
CCM
21
Candlestick Capital Management
Connecticut
$103M +$5.69M +71,098 +6%
Invesco
22
Invesco
Georgia
$99.7M +$9.61M +120,012 +11%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$97.5M +$20.7M +258,136 +27%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$96.8M -$2.75M -34,385 -3%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$94.3M +$33.5M +417,625 +56%

LW Hedge Fund Activity: Q2 2021 in Review

607 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2021, worth a combined $9.98B — up 3.6% from $9.63B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of LW and 62 opened new positions — a net loss of 6 holders — while 218 trimmed existing stakes and 186 added.

The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was Capital Research Global Investors, cutting an estimated $427M.

  • 607 institutional investors held Lamb Weston (LW) as of Q2 2021, down from 619 in Q1 2021.
  • Funds reported $9.98B of Lamb Weston stock for Q2 2021, up 3.6% quarter-over-quarter.
  • 62 funds opened new Lamb Weston positions in Q2 2021 and 68 closed out, a net change of -6 holders.
  • The largest Lamb Weston buyer in Q2 2021 was JP Morgan Chase, an estimated $118M added.
  • The largest Lamb Weston seller in Q2 2021 was Capital Research Global Investors, an estimated $427M sold.

Based on aggregated 13F filings for Q2 2021.