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Lifeway Foods

50 hedge funds and large institutions have $31.2M invested in Lifeway Foods in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

16.82% more ownership

Funds ownership: 0%16.82% (+17%)

9% more funds holding

Funds holding: 4650 (+4)

33% less capital invested

Capital invested by funds: $46.6M → $31.2M (-$15.4M)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$142K -$36.9K -2,621 -18%
Charles Schwab
27
Charles Schwab
California
$117K
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$113K
Wells Fargo
29
Wells Fargo
California
$83K -$4.93K -350 -5%
JP Morgan Chase
30
JP Morgan Chase
New York
$77K +$93.9K +6,665 New
AIM
31
Acrospire Investment Management
Illinois
$63K +$76.9K +5,459 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$49K
NFA
33
Nationwide Fund Advisors
Ohio
$36K
BA
34
BlackRock Advisors
Delaware
$35K
AIG
35
American International Group
New York
$31K -$113 -8 -0.3%
UBS Group
36
UBS Group
Switzerland
$23K +$14.2K +1,007 +101%
Citigroup
37
Citigroup
New York
$18K +$16.3K +1,158 +302%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$943 +67 +11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K +$3.18K +226 +57%
Bank of America
40
Bank of America
North Carolina
$8K +$4.84K +344 +96%
Legal & General Group
41
Legal & General Group
United Kingdom
$4K +$5.01K +356 New
BlackRock
42
BlackRock
New York
$3K -$4.44K -315 -57%
AG
43
Advisor Group
Arizona
$3K
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$2.56K -$1.11K -79 -26%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2K
AF
46
Allworth Financial
California
$1K
WTB
47
Washington Trust Bank
Washington
$1K
TRCT
48
Tower Research Capital (TRC)
New York
$1K +$1.41K +100 New
ZIM
49
Zacks Investment Management
Illinois
-$1.22M -71,726 Closed
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
-$254K -15,000 Closed