Lifeway Foods
LWAY
23 hedge funds and large institutions have $7.04M invested in Lifeway Foods in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.
0.11% less ownership
Funds ownership: 8.46% → 8.35% (-0.11%)
1% less capital invested
Capital invested by funds: $7.14M → $7.04M (-$104K)
4% less funds holding
Funds holding: 24 → 23 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$120K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$101K |
| 3 |
BlackRock
New York
|
+$17.5K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11K |
| 5 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$6.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$123K |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$54.7K |
| 3 |
Two Sigma Investments
New York
|
-$44.9K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$39.3K |
| 5 |
Renaissance Technologies
New York
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| – | +$128 | +21 | New |
|
LWAY Hedge Fund Activity: Q1 2021 in Review
23 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q1 2021, worth a combined $7.04M — down 1.5% from $7.14M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LWAY and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 4 added.
The largest buyer was Bridgeway Capital Management, adding an estimated $120K. The largest seller was Millennium Management, exiting entirely with an estimated $123K sold.
- 23 institutional investors held Lifeway Foods (LWAY) as of Q1 2021, down from 24 in Q4 2020.
- Funds reported $7.04M of Lifeway Foods stock for Q1 2021, down 1.5% quarter-over-quarter.
- 3 funds opened new Lifeway Foods positions in Q1 2021 and 4 closed out, a net change of -1 holder.
- The largest Lifeway Foods buyer in Q1 2021 was Bridgeway Capital Management, an estimated $120K added.
- The largest Lifeway Foods seller in Q1 2021 was Millennium Management, an estimated $123K sold.
Based on aggregated 13F filings for Q1 2021.