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Lamb Weston

687 hedge funds and large institutions have $11.3B invested in Lamb Weston in 2022 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 221 increasing their positions, 192 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 47

16% more funds holding

Funds holding: 594687 (+93)

15% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 192

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

13% more capital invested

Capital invested by funds: $10.1B → $11.3B (+$1.3B)

10% more call options, than puts

Call options by funds: $87.6M | Put options by funds: $79.4M

1.57% less ownership

Funds ownership: 90.48%88.91% (-1.6%)

Holders
687
Holders Change
+93
Holders Change %
+15.66%
% of All Funds
11.04%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
149
Increased
221
Reduced
192
Closed
47
Calls
$87.6M
Puts
$79.4M
Net Calls
+$8.15M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B +$41.6M +489,132 +3%
BlackRock
2
BlackRock
New York
$949M +$133M +1,560,105 +17%
APG Asset Management
3
APG Asset Management
Netherlands
$624M -$55.4M -650,779 -9%
State Street
4
State Street
Massachusetts
$522M +$53.7M +631,236 +12%
LCOV
5
London Company of Virginia
Virginia
$319M -$4.54M -53,417 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$265M +$13.2M +154,606 +5%
Bank of America
7
Bank of America
North Carolina
$246M +$16.9M +199,088 +8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$244M -$1.05M -12,296 -0.4%
Amundi
9
Amundi
France
$230M +$85.2M +1,002,040 +73%
Citadel Advisors
10
Citadel Advisors
Florida
$208M +$78.6M +923,737 +66%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$172M +$99.8M +1,173,415 +155%
TGA
12
TPG GP A
Texas
$171M -$150M -1,759,242 -48%
ACM
13
Anomaly Capital Management
New York
$165M -$74.4M -874,290 -32%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$148M -$162M -1,908,416 -54%
DFO
15
Duquesne Family Office
New York
$148M +$60.5M +711,075 +75%
Invesco
16
Invesco
Georgia
$142M +$13.1M +154,404 +11%
Millennium Management
17
Millennium Management
New York
$140M -$62.3M -732,406 -32%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$136M -$11.5M -135,657 -8%
Marshall Wace
19
Marshall Wace
United Kingdom
$132M -$56M -658,233 -31%
Macquarie Group
20
Macquarie Group
Australia
$132M -$75.4M -886,349 -38%
MBI
21
Montrusco Bolton Investments
Quebec, Canada
$125M -$52.9M -622,003 -30%
Northern Trust
22
Northern Trust
Illinois
$124M +$12.5M +147,084 +12%
Morgan Stanley
23
Morgan Stanley
New York
$120M +$11.4M +134,005 +11%
Ameriprise
24
Ameriprise
Minnesota
$114M -$72.9M -857,202 -40%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$109M +$24.6M +288,783 +31%

LW Hedge Fund Activity: Q4 2022 in Review

687 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q4 2022, worth a combined $11.3B — up 13% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new LW positions and 47 closed out — a net gain of 102 holders — while 221 added to existing stakes and 192 trimmed.

The largest buyer was BlackRock, adding an estimated $133M. The largest seller was Assenagon Asset Management, cutting an estimated $177M.

  • 687 institutional investors held Lamb Weston (LW) as of Q4 2022, up from 594 in Q3 2022.
  • Funds reported $11.3B of Lamb Weston stock for Q4 2022, up 13% quarter-over-quarter.
  • 149 funds opened new Lamb Weston positions in Q4 2022 and 47 closed out, a net change of +102 holders.
  • The largest Lamb Weston buyer in Q4 2022 was BlackRock, an estimated $133M added.
  • The largest Lamb Weston seller in Q4 2022 was Assenagon Asset Management, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2022.