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Lifeway Foods

84 hedge funds and large institutions have $83.3M invested in Lifeway Foods in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 22.69%22.65% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

4% less capital invested

Capital invested by funds: $87M → $83.3M (-$3.72M)

6% less funds holding

Funds holding: 8984 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
25
Reduced
26
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$868K -$77.4K -3,100 -8%
TL
27
TowerView LLC
New York
$868K +$375K +15,000 +75%
UBS Group
28
UBS Group
Switzerland
$852K +$757K +30,304 +747%
Morgan Stanley
29
Morgan Stanley
New York
$830K +$488K +19,536 +140%
PAM
30
Panagora Asset Management
Massachusetts
$630K +$73.2K +2,929 +13%
Aviva
31
Aviva
United Kingdom
$622K -$157K -6,288 -20%
Millennium Management
32
Millennium Management
New York
$527K -$824K -32,987 -61%
CM
33
Cigogne Management
Luxembourg
$494K +$497K +19,906 New
AQR Capital Management
34
AQR Capital Management
Connecticut
$419K -$501K -20,037 -54%
First Trust Advisors
35
First Trust Advisors
Illinois
$406K -$45.3K -1,813 -10%
GF
36
Gabelli Funds
New York
$403K +$406K +16,268 New
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$402K -$1.02M -40,725 -71%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$388K +$390K +15,630 New
Lazard Asset Management
39
Lazard Asset Management
New York
$367K +$40.1K +1,605 +12%
HCA
40
Harbour Capital Advisors
Virginia
$348K -$13.1K -525 -3%
CIEC
41
Crédit Industriel et Commercial
France
$329K +$332K +13,272 New
Charles Schwab
42
Charles Schwab
California
$320K
CCM
43
Corsair Capital Management
New York
$301K -$74.9K -3,000 -20%
OGC
44
One68 Global Capital
New York
$280K +$282K +11,301 New
KBG
45
Kahn Brothers Group
New York
$248K
CT
46
ClearAlpha Technologies
Connecticut
$248K +$250K +10,000 New
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$245K -$46.9K -1,876 -16%
AG
48
Algert Global
California
$225K +$17K +680 +8%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$221K +$223K +8,930 New
SC
50
Sagefield Capital
Texas
$211K +$212K +8,500 New

LWAY Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2024, worth a combined $83.3M — down 4.3% from $87M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LWAY and 17 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 25 added.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $3.63M. The largest seller was Vazirani Asset Management, exiting entirely with an estimated $3.24M sold.

  • 84 institutional investors held Lifeway Foods (LWAY) as of Q4 2024, down from 89 in Q3 2024.
  • Funds reported $83.3M of Lifeway Foods stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 17 funds opened new Lifeway Foods positions in Q4 2024 and 22 closed out, a net change of -5 holders.
  • The largest Lifeway Foods buyer in Q4 2024 was Beryl Capital Management, an estimated $3.63M added.
  • The largest Lifeway Foods seller in Q4 2024 was Vazirani Asset Management, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2024.