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Lifeway Foods

45 hedge funds and large institutions have $58.9M invested in Lifeway Foods in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $40.7M → $58.9M (+$18.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

4% less funds holding

Funds holding: 4745 (-2)

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$188K
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$160K +$624 +37 +0.4%
TA
28
Teachers Advisors
New York
$111K
NFA
29
Nationwide Fund Advisors
Ohio
$68K
BA
30
BlackRock Advisors
Delaware
$66K -$9.87K -585 -14%
AIG
31
American International Group
New York
$54.6K -$1.99K -118 -4%
EWM
32
Evercore Wealth Management
New York
$17K +$15.5K +918 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$16K -$3.81K -226 -21%
Citigroup
34
Citigroup
New York
$15K +$10.2K +602 +298%
Deutsche Bank
35
Deutsche Bank
Germany
$14K +$7.74K +459 +132%
PCM
36
Prelude Capital Management
New York
$11K +$10.1K +600 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$8K
US Bancorp
38
US Bancorp
Minnesota
$7K
Barclays
39
Barclays
United Kingdom
$7K +$3.83K +227 +147%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7K +$6.75K +400 New
Wells Fargo
41
Wells Fargo
California
$4K
Morgan Stanley
42
Morgan Stanley
New York
$3K -$3.41K -202 -57%
UBS Group
43
UBS Group
Switzerland
$2K +$1.5K +89 New
NES
44
New England Securities
New York
$1K
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 -$30K -1,778 -90%
FIMG
46
Financial & Investment Management Group
Michigan
-$1.52M -109,434 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$29K -2,109 Closed
Creative Planning
48
Creative Planning
Kansas
-$11K -800 Closed
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
-$5.85K -422 Closed
LWM
50
LBA Wealth Management
Florida
-$3K -198 Closed