We are live on ! Find out more
LWAY icon

Lifeway Foods

49 hedge funds and large institutions have $40.1M invested in Lifeway Foods in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

9% more funds holding

Funds holding: 4549 (+4)

8% less capital invested

Capital invested by funds: $43.6M → $40.1M (-$3.49M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
14
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$142K
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$120K +$4.2K +300 +4%
TA
28
Teachers Advisors
New York
$84K +$4.9K +350 +6%
BA
29
BlackRock Advisors
Delaware
$58K -$3.04K -217 -5%
NFA
30
Nationwide Fund Advisors
Ohio
$51K
AIG
31
American International Group
New York
$42.9K -$910 -65 -2%
U
32
UBS
Switzerland
$24K +$4.54K +324 +23%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$17K
Morgan Stanley
34
Morgan Stanley
New York
$16K -$9.39K -671 -38%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K -$1.02K -73 -8%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$7K +$826 +59 +14%
US Bancorp
37
US Bancorp
Minnesota
$6K
VFA
38
Virtus Fund Advisers
Connecticut
$6K +$5.6K +400 New
Wells Fargo
39
Wells Fargo
California
$5K +$4.69K +335 New
Deutsche Bank
40
Deutsche Bank
Germany
$4K -$25.5K -1,820 -85%
Ameriprise
41
Ameriprise
Minnesota
$4K
GSC
42
Ground Swell Capital
South Carolina
$2K +$1.6K +114 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2K +$1.68K +120 New
TRCT
44
Tower Research Capital (TRC)
New York
$1K -$20.2K -1,440 -94%
Citigroup
45
Citigroup
New York
$1K -$9.41K -672 -94%
Barclays
46
Barclays
United Kingdom
$1K -$1.39K -99 -54%
NES
47
New England Securities
New York
$1K
Bank of America
48
Bank of America
North Carolina
$1K +$770 +55 +458%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$419 +$420 +30 New
DII
50
Domini Impact Investments
New York
-$207K -14,082 Closed