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Lamb Weston

685 hedge funds and large institutions have $8.44B invested in Lamb Weston in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 233 increasing their positions, 245 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $613M | Put options by funds: $535M

5% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 245

6.12% less ownership

Funds ownership: 96.83%90.71% (-6.1%)

9% less funds holding

Funds holding: 754685 (-69)

28% less capital invested

Capital invested by funds: $11.7B → $8.44B (-$3.28B)

39% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 155

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
685
Holders Change
-69
Holders Change %
-9.15%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.07%
New
95
Increased
233
Reduced
245
Closed
155
Calls
$613M
Puts
$535M
Net Calls
+$78M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B -$30.1M -456,509 -3%
BlackRock
2
BlackRock
New York
$762M +$110M +1,660,610 +16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$631M -$408M -6,180,664 -39%
State Street
4
State Street
Massachusetts
$403M +$36.3M +549,812 +10%
JPM
5
JANA Partners Management
New York
$228M +$233M +3,526,754 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$219M +$1.59M +24,097 +0.7%
CCP
7
Clarkston Capital Partners
Michigan
$201M +$107M +1,618,570 +109%
Invesco
8
Invesco
Georgia
$197M +$40M +605,406 +25%
Boston Partners
9
Boston Partners
Massachusetts
$178M +$173M +2,612,648 +2,031%
LCOV
10
London Company of Virginia
Virginia
$175M +$4.12M +62,466 +2%
Morgan Stanley
11
Morgan Stanley
New York
$167M -$23.6M -357,395 -12%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$163M +$153M +2,313,317 +1,154%
GCM
13
Gates Capital Management
New York
$148M +$42.8M +647,438 +39%
SCA
14
Southpoint Capital Advisors
New York
$129M +$132M +2,000,000 New
CIP
15
Champlain Investment Partners
Vermont
$126M +$30.9M +468,190 +32%
Norges Bank
16
Norges Bank
Norway
$109M +$39M +590,132 +54%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$90.6M +$89.2M +1,351,308 +2,775%
Bank of America
18
Bank of America
North Carolina
$90.6M -$67.8M -1,026,295 -42%
Harris Associates
19
Harris Associates
Illinois
$87.1M +$88.8M +1,345,424 New
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$86.9M +$88.6M +1,342,025 New
AllianceBernstein
21
AllianceBernstein
Tennessee
$86.2M +$10.4M +156,855 +13%
Northern Trust
22
Northern Trust
Illinois
$84.5M -$672K -10,180 -0.8%
Macquarie Group
23
Macquarie Group
Australia
$80.6M +$10.6M +160,437 +15%
JP Morgan Chase
24
JP Morgan Chase
New York
$80.2M -$138M -2,087,121 -63%
ClearBridge Investments
25
ClearBridge Investments
New York
$79.2M +$79.7M +1,206,740 +7,414%

LW Hedge Fund Activity: Q3 2024 in Review

685 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q3 2024, worth a combined $8.44B — down 28% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of LW and 95 opened new positions — a net loss of 60 holders — while 245 trimmed existing stakes and 233 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $233M. The largest seller was Fidelity Investments, cutting an estimated $408M.

  • 685 institutional investors held Lamb Weston (LW) as of Q3 2024, down from 754 in Q2 2024.
  • Funds reported $8.44B of Lamb Weston stock for Q3 2024, down 28% quarter-over-quarter.
  • 95 funds opened new Lamb Weston positions in Q3 2024 and 155 closed out, a net change of -60 holders.
  • The largest Lamb Weston buyer in Q3 2024 was JANA Partners Management, an estimated $233M added.
  • The largest Lamb Weston seller in Q3 2024 was Fidelity Investments, an estimated $408M sold.

Based on aggregated 13F filings for Q3 2024.