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Lamb Weston

741 hedge funds and large institutions have $13.2B invested in Lamb Weston in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 248 increasing their positions, 244 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 50

17% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

16% more capital invested

Capital invested by funds: $11.3B → $13.2B (+$1.87B)

8% more funds holding

Funds holding: 687741 (+54)

2% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 244

0.66% less ownership

Funds ownership: 88.91%88.25% (-0.66%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
741
Holders Change
+54
Holders Change %
+7.86%
% of All Funds
11.81%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
115
Increased
248
Reduced
244
Closed
50
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$27.2M +275,496 +2%
BlackRock
2
BlackRock
New York
$1.11B +$1.98M +20,036 +0.2%
APG Asset Management
3
APG Asset Management
Netherlands
$614M -$59.5M -601,515 -9%
State Street
4
State Street
Massachusetts
$593M -$16.9M -171,137 -3%
SP
5
Stockbridge Partners
Massachusetts
$331M +$313M +3,163,240 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$318M +$6.87M +69,429 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$314M +$66M +667,678 +29%
LCOV
8
London Company of Virginia
Virginia
$294M -$74.5M -753,633 -21%
Bank of America
9
Bank of America
North Carolina
$286M -$1.78M -18,025 -0.7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$263M +$85M +859,733 +52%
ACM
11
Anomaly Capital Management
New York
$257M +$61.3M +619,316 +34%
TGA
12
TPG GP A
Texas
$236M +$34.8M +351,948 +18%
DFO
13
Duquesne Family Office
New York
$207M +$31.7M +320,935 +19%
Invesco
14
Invesco
Georgia
$203M +$34.8M +352,100 +22%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$199M -$82.3M -831,961 -30%
Northern Trust
16
Northern Trust
Illinois
$146M +$527K +5,329 +0.4%
Morgan Stanley
17
Morgan Stanley
New York
$144M +$3.49M +35,332 +3%
Franklin Resources
18
Franklin Resources
California
$132M +$16.4M +166,044 +15%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$130M -$67.8M -685,787 -36%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$130M -$28.2M -285,263 -19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$128M +$273K +2,765 +0.2%
Marshall Wace
22
Marshall Wace
United Kingdom
$123M -$29.7M -300,380 -20%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$122M +$112M +1,128,533 +3,243%
Charles Schwab
24
Charles Schwab
California
$118M +$248K +2,507 +0.2%
Millennium Management
25
Millennium Management
New York
$117M -$43.7M -442,176 -28%

LW Hedge Fund Activity: Q1 2023 in Review

741 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2023, worth a combined $13.2B — up 16% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new LW positions and 50 closed out — a net gain of 65 holders — while 248 added to existing stakes and 244 trimmed.

The largest buyer was Stockbridge Partners, opening a new position worth an estimated $313M. The largest seller was Amundi, cutting an estimated $166M.

  • 741 institutional investors held Lamb Weston (LW) as of Q1 2023, up from 687 in Q4 2022.
  • Funds reported $13.2B of Lamb Weston stock for Q1 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Lamb Weston positions in Q1 2023 and 50 closed out, a net change of +65 holders.
  • The largest Lamb Weston buyer in Q1 2023 was Stockbridge Partners, an estimated $313M added.
  • The largest Lamb Weston seller in Q1 2023 was Amundi, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2023.