Lifeway Foods
LWAY
46 hedge funds and large institutions have $24.9M invested in Lifeway Foods in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 9 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0.63% less ownership
Funds ownership: 17.15% → 16.52% (-0.63%)
12% less funds holding
Funds holding: 52 → 46 (-6)
16% less capital invested
Capital invested by funds: $29.7M → $24.9M (-$4.79M)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$151K |
| 2 |
TA
Teton Advisors
Rye,
New York
|
+$112K |
| 3 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
+$58.3K |
| 4 |
NIM
Needham Investment Management
New York
|
+$48.6K |
| 5 |
State Street
Boston,
Massachusetts
|
+$40.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$621K |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$328K |
| 3 |
Millennium Management
New York
|
-$209K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$114K |
| 5 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
-$84K |
LWAY Hedge Fund Activity: Q2 2017 in Review
46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q2 2017, worth a combined $24.9M — down 16% from $29.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LWAY and 3 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 15 added.
The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $151K. The largest seller was Cadence Capital Management, exiting entirely with an estimated $621K sold.
- 46 institutional investors held Lifeway Foods (LWAY) as of Q2 2017, down from 52 in Q1 2017.
- Funds reported $24.9M of Lifeway Foods stock for Q2 2017, down 16% quarter-over-quarter.
- 3 funds opened new Lifeway Foods positions in Q2 2017 and 9 closed out, a net change of -6 holders.
- The largest Lifeway Foods buyer in Q2 2017 was Financial & Investment Management Group, an estimated $151K added.
- The largest Lifeway Foods seller in Q2 2017 was Cadence Capital Management, an estimated $621K sold.
Based on aggregated 13F filings for Q2 2017.