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Lamb Weston

782 hedge funds and large institutions have $14.4B invested in Lamb Weston in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 265 increasing their positions, 252 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $223M | Put options by funds: $50.3M

72% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.21B)

6% more funds holding

Funds holding: 741782 (+41)

5% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 252

1.58% less ownership

Funds ownership: 88.25%86.67% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
782
Holders Change
+41
Holders Change %
+5.53%
% of All Funds
12.28%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
105
Increased
265
Reduced
252
Closed
61
Calls
$223M
Puts
$50.3M
Net Calls
+$173M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B -$2.33M -20,852 -0.1%
BlackRock
2
BlackRock
New York
$1.28B +$55.2M +494,634 +5%
State Street
3
State Street
Massachusetts
$670M +$17.2M +154,165 +3%
APG Asset Management
4
APG Asset Management
Netherlands
$604M -$72.5M -650,107 -10%
Invesco
5
Invesco
Georgia
$384M +$156M +1,397,981 +72%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$356M +$6.65M +59,604 +2%
SP
7
Stockbridge Partners
Massachusetts
$345M -$18M -161,771 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$335M +$195M +1,747,885 +150%
Bank of America
9
Bank of America
North Carolina
$324M +$9.12M +81,731 +3%
LCOV
10
London Company of Virginia
Virginia
$310M -$12.9M -116,051 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$273M -$69.6M -623,581 -21%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$272M -$17.2M -154,067 -6%
TGA
13
TPG GP A
Texas
$249M -$11M -98,548 -4%
DFO
14
Duquesne Family Office
New York
$238M +$9.79M +87,800 +4%
Morgan Stanley
15
Morgan Stanley
New York
$217M +$56.3M +505,170 +37%
ACM
16
Anomaly Capital Management
New York
$216M -$64.9M -581,952 -24%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$200M +$55.3M +495,622 +40%
Franklin Resources
18
Franklin Resources
California
$170M +$23.8M +213,272 +17%
Northern Trust
19
Northern Trust
Illinois
$159M -$1.46M -13,120 -0.9%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$146M +$3.12M +27,945 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$134M -$7.1M -63,698 -5%
Charles Schwab
22
Charles Schwab
California
$130M +$495K +4,441 +0.4%
N
23
Nuveen
North Carolina
$128M +$52M +466,466 +72%
AG
24
Avala Global
New York
$119M +$6.9M +61,900 +6%
PCM
25
Parsifal Capital Management
Connecticut
$116M -$9.17M -82,204 -8%

LW Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2023, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LW positions and 61 closed out — a net gain of 44 holders — while 265 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $195M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $116M.

  • 782 institutional investors held Lamb Weston (LW) as of Q2 2023, up from 741 in Q1 2023.
  • Funds reported $14.4B of Lamb Weston stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 105 funds opened new Lamb Weston positions in Q2 2023 and 61 closed out, a net change of +44 holders.
  • The largest Lamb Weston buyer in Q2 2023 was Wellington Management Group, an estimated $195M added.
  • The largest Lamb Weston seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2023.