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Lifeway Foods

46 hedge funds and large institutions have $47M invested in Lifeway Foods in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $39.4M → $47M (+$7.62M)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

6% less funds holding

Funds holding: 4946 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
17
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$209K -$4.38K -297 -2%
Charles Schwab
27
Charles Schwab
California
$162K
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$132K
TA
29
Teachers Advisors
New York
$91K
WC
30
Whitnell & Co
Illinois
$80K +$73.8K +5,000 New
RA
31
Rational Advisors
New York
$68K -$3.29K -223 -5%
BA
32
BlackRock Advisors
Delaware
$63K +$6.54K +443 +13%
NFA
33
Nationwide Fund Advisors
Ohio
$59K
AIG
34
American International Group
New York
$48.9K -$3.41K -231 -7%
Citigroup
35
Citigroup
New York
$25K +$21.8K +1,476 +2,271%
HNB
36
Huntington National Bank
Ohio
$19K -$2.52K -171 -13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$19K +$3.34K +226 +24%
Deutsche Bank
38
Deutsche Bank
Germany
$15K -$115K -7,796 -88%
U
39
UBS
Switzerland
$11K +$6.48K +439 +193%
US Bancorp
40
US Bancorp
Minnesota
$6K
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$6K +$1.11K +75 +23%
Ameriprise
42
Ameriprise
Minnesota
$5K +$192 +13 +5%
ARMC
43
American Research & Management Company
Massachusetts
$2K
Barclays
44
Barclays
United Kingdom
$1K -$1K -68 -40%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14 +$1.15K +78 +10%
PCM
46
Perkins Capital Management
Minnesota
-$137K -10,150 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$25K -1,830 Closed
Bank of America
48
Bank of America
North Carolina
-$9.44K -639 -96%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
-$1K -60 Closed
Wells Fargo
50
Wells Fargo
California
-$15 -1 Closed