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Lifeway Foods
LWAY

47 hedge funds and large institutions have $20.7M invested in Lifeway Foods in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

7% more funds holding

Funds holding: 44 → 47 (+3)

0.23% less ownership

Funds ownership: 16.42% → 16.19% (-0.23%)

12% less capital invested

Capital invested by funds: $23.5M → $20.7M (-$2.74M)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$656K
2
FIMG
Financial & Investment Management Group
Michigan
+$331K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$114K
4
Renaissance Technologies
Renaissance Technologies
New York
+$84.8K
5
Deutsche Bank
Deutsche Bank
Germany
+$49.3K

Top Sellers

Rank Fund Capital Flow
1
GIP
Granite Investment Partners
California
-$896K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$759K
3
AG
Algert Global
California
-$187K
4
Millennium Management
Millennium Management
New York
-$65.9K
5
NFA
Nationwide Fund Advisors
Ohio
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$79K +$35.3K +3,709 +60%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$60K -$7.62K -800 -10%
UBS Group
28
UBS Group
Switzerland
$42K +$27.9K +2,927 +128%
Wells Fargo
29
Wells Fargo
California
$38K -$26.7K -2,803 -37%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$34K – – –
Citigroup
31
Citigroup
New York
$27K +$5.84K +613 +22%
AIG
32
American International Group
New York
$25K +$143 +15 +0.5%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$9.2K +966 +103%
TRCT
34
Tower Research Capital (TRC)
New York
$8K +$6.31K +662 +221%
Barclays
35
Barclays
United Kingdom
$8K +$7.01K +736 +352%
JP Morgan Chase
36
JP Morgan Chase
New York
$8K +$9.57K +1,004 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$7.53K +$4.96K +521 +124%
Parallax Volatility Advisers
38
Parallax Volatility Advisers
California
$6K +$6.8K +714 New
Bank of America
39
Bank of America
North Carolina
$5K +$2K +210 +52%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4K -$3.72K -390 -45%
AIP
41
Ameritas Investment Partners
Nebraska
$3K – – –
Legal & General Group
42
Legal & General Group
United Kingdom
$3K – – –
DCM
43
Delpha Capital Management
New York
$3K +$3.33K +350 New
AG
44
Advisor Group
Arizona
$2K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
GIP
47
Granite Investment Partners
California
– -$896K -100,680 Closed
NFA
48
Nationwide Fund Advisors
Ohio
– -$28K -3,170 Closed
1
2

LWAY Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2017, worth a combined $20.7M — down 12% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LWAY positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $656K. The largest seller was Granite Investment Partners, exiting entirely with an estimated $896K sold.

  • 47 institutional investors held Lifeway Foods (LWAY) as of Q4 2017, up from 44 in Q3 2017.
  • Funds reported $20.7M of Lifeway Foods stock for Q4 2017, down 12% quarter-over-quarter.
  • 5 funds opened new Lifeway Foods positions in Q4 2017 and 2 closed out, a net change of +3 holders.
  • The largest Lifeway Foods buyer in Q4 2017 was Wellington Management Group, an estimated $656K added.
  • The largest Lifeway Foods seller in Q4 2017 was Granite Investment Partners, an estimated $896K sold.

Based on aggregated 13F filings for Q4 2017.