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Lamb Weston

547 hedge funds and large institutions have $7.82B invested in Lamb Weston in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 162 increasing their positions, 188 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $140M | Put options by funds: $45.5M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

4% more capital invested

Capital invested by funds: $7.54B → $7.82B (+$281M)

0.14% less ownership

Funds ownership: 85.53%85.39% (-0.14%)

5% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 93

2% less funds holding

Funds holding: 558547 (-11)

14% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 188

Holders
547
Holders Change
-11
Holders Change %
-1.97%
% of All Funds
8.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
88
Increased
162
Reduced
188
Closed
93
Calls
$140M
Puts
$45.5M
Net Calls
+$94.6M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$20.3M +351,525 +2%
BlackRock
2
BlackRock
New York
$567M -$65.7M -1,138,929 -11%
APG Asset Management
3
APG Asset Management
Netherlands
$562M +$76.6M +1,327,158 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$495M +$73.6M +1,275,592 +20%
State Street
5
State Street
Massachusetts
$320M -$45.5M -788,007 -13%
Macquarie Group
6
Macquarie Group
Australia
$268M +$52M +900,961 +27%
LCOV
7
London Company of Virginia
Virginia
$235M +$60.9M +1,055,579 +40%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$234M +$543K +9,409 +0.3%
Marshall Wace
9
Marshall Wace
United Kingdom
$225M +$179M +3,105,026 +696%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$188M +$22.1M +382,224 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$183M -$3.2M -55,464 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$167M +$2.76M +47,781 +2%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$158M +$144M +2,493,071 New
CIP
14
Champlain Investment Partners
Vermont
$138M -$1.05M -18,280 -0.8%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$122M -$9.6M -166,338 -8%
Capital Research Global Investors
16
Capital Research Global Investors
California
$117M +$121K +2,094 +0.1%
Invesco
17
Invesco
Georgia
$113M +$8.49M +147,166 +9%
MBI
18
Montrusco Bolton Investments
Quebec, Canada
$93.7M +$85.2M +1,477,591 New
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$93.4M -$2.86M -49,615 -3%
Franklin Resources
20
Franklin Resources
California
$91M -$3.56M -61,631 -4%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$82.4M +$61.7M +1,068,780 +461%
Northern Trust
22
Northern Trust
Illinois
$81.5M -$11M -190,590 -13%
Charles Schwab
23
Charles Schwab
California
$75M +$3.18M +55,052 +5%
ACM
24
Anomaly Capital Management
New York
$67.9M +$61.8M +1,071,396 New
HRCM
25
Hawk Ridge Capital Management
California
$65.6M -$2.47M -42,874 -4%

LW Hedge Fund Activity: Q4 2021 in Review

547 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2021, worth a combined $7.82B — up 3.7% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of LW and 88 opened new positions — a net loss of 5 holders — while 188 trimmed existing stakes and 162 added.

The largest buyer was Marshall Wace, adding an estimated $179M. The largest seller was Wells Fargo, cutting an estimated $147M.

  • 547 institutional investors held Lamb Weston (LW) as of Q4 2021, down from 558 in Q3 2021.
  • Funds reported $7.82B of Lamb Weston stock for Q4 2021, up 3.7% quarter-over-quarter.
  • 88 funds opened new Lamb Weston positions in Q4 2021 and 93 closed out, a net change of -5 holders.
  • The largest Lamb Weston buyer in Q4 2021 was Marshall Wace, an estimated $179M added.
  • The largest Lamb Weston seller in Q4 2021 was Wells Fargo, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2021.