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Lamb Weston

790 hedge funds and large institutions have $13.7B invested in Lamb Weston in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 260 increasing their positions, 268 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

3% more funds holding

Funds holding: 769790 (+21)

0.42% less ownership

Funds ownership: 90.28%89.86% (-0.42%)

2% less capital invested

Capital invested by funds: $14.1B → $13.7B (-$332M)

3% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 268

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Holders
790
Holders Change
+21
Holders Change %
+2.73%
% of All Funds
11.38%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
108
Increased
260
Reduced
268
Closed
80
Calls
$138M
Puts
$177M
Net Calls
-$39.3M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B +$6.31M +60,601 +0.4%
BlackRock
2
BlackRock
New York
$1.16B -$14.5M -139,755 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$949M +$466M +4,473,000 +101%
State Street
4
State Street
Massachusetts
$605M -$5.92M -56,856 -1%
APG Asset Management
5
APG Asset Management
Netherlands
$587M +$17.2M +165,414 +3%
SP
6
Stockbridge Partners
Massachusetts
$401M +$62.8M +603,646 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$352M +$9.6M +92,241 +3%
Bank of America
8
Bank of America
North Carolina
$285M +$86.5M +831,570 +45%
LCOV
9
London Company of Virginia
Virginia
$283M +$3.54M +34,032 +1%
ACM
10
Anomaly Capital Management
New York
$268M +$157M +1,511,782 +151%
Invesco
11
Invesco
Georgia
$227M -$35.6M -342,309 -14%
JP Morgan Chase
12
JP Morgan Chase
New York
$225M +$45.7M +439,094 +26%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$206M +$37.5M +360,793 +23%
Morgan Stanley
14
Morgan Stanley
New York
$202M -$215M -2,070,642 -52%
Franklin Resources
15
Franklin Resources
California
$197M +$503K +4,838 +0.3%
TGA
16
TPG GP A
Texas
$179M -$23.2M -222,567 -12%
Citadel Advisors
17
Citadel Advisors
Florida
$178M -$145M -1,392,969 -45%
Holocene Advisors
18
Holocene Advisors
New York
$150M -$4.92M -47,282 -3%
Northern Trust
19
Northern Trust
Illinois
$144M -$6.49M -62,402 -4%
CIP
20
Champlain Investment Partners
Vermont
$131M +$13.4M +129,120 +12%
AIM
21
Artemis Investment Management
United Kingdom
$131M +$69.1M +663,985 +117%
Millennium Management
22
Millennium Management
New York
$130M -$29.5M -283,377 -19%
Viking Global Investors
23
Viking Global Investors
Connecticut
$128M -$243M -2,339,604 -66%
Charles Schwab
24
Charles Schwab
California
$126M +$1.5M +14,391 +1%
Norges Bank
25
Norges Bank
Norway
$122M +$29.6M +284,066 +33%

LW Hedge Fund Activity: Q1 2024 in Review

790 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2024, worth a combined $13.7B — down 2.4% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new LW positions and 80 closed out — a net gain of 28 holders — while 260 added to existing stakes and 268 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Viking Global Investors, cutting an estimated $243M.

  • 790 institutional investors held Lamb Weston (LW) as of Q1 2024, up from 769 in Q4 2023.
  • Funds reported $13.7B of Lamb Weston stock for Q1 2024, down 2.4% quarter-over-quarter.
  • 108 funds opened new Lamb Weston positions in Q1 2024 and 80 closed out, a net change of +28 holders.
  • The largest Lamb Weston buyer in Q1 2024 was Fidelity Investments, an estimated $466M added.
  • The largest Lamb Weston seller in Q1 2024 was Viking Global Investors, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2024.