Lamb Weston
557 hedge funds and large institutions have $9.12B invested in Lamb Weston in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 175 increasing their positions, 170 reducing their positions, and 41 closing their positions.
102% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 41
82% more call options, than puts
Call options by funds: $73.8M | Put options by funds: $40.7M
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
26% more capital invested
Capital invested by funds: $7.24B → $9.12B (+$1.88B)
6% more funds holding
Funds holding: 526 → 557 (+31)
2.2% more ownership
Funds ownership: 86.7% → 88.9% (+2.2%)
3% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGA
TPG GP A
Fort Worth,
Texas
|
+$134M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$83.3M |
| 3 |
Barclays
London,
United Kingdom
|
+$77.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$66.3M |
| 5 |
Morgan Stanley
New York
|
+$65.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$206M |
| 2 |
Neuberger Berman Group
New York
|
-$56.3M |
| 3 |
Man Group
London,
United Kingdom
|
-$38.1M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$37.1M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$36.5M |
LW Hedge Fund Activity: Q2 2022 in Review
557 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2022, worth a combined $9.12B — up 26% from $7.24B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new LW positions and 41 closed out — a net gain of 42 holders — while 175 added to existing stakes and 170 trimmed.
The largest buyer was TPG GP A, adding an estimated $134M. The largest seller was Wellington Management Group, exiting entirely with an estimated $206M sold.
- 557 institutional investors held Lamb Weston (LW) as of Q2 2022, up from 526 in Q1 2022.
- Funds reported $9.12B of Lamb Weston stock for Q2 2022, up 26% quarter-over-quarter.
- 83 funds opened new Lamb Weston positions in Q2 2022 and 41 closed out, a net change of +42 holders.
- The largest Lamb Weston buyer in Q2 2022 was TPG GP A, an estimated $134M added.
- The largest Lamb Weston seller in Q2 2022 was Wellington Management Group, an estimated $206M sold.
Based on aggregated 13F filings for Q2 2022.