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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.51K +$924 +37 +58%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$2.48K
US Bancorp
78
US Bancorp
Minnesota
$1.93K +$1.95K +78 New
SAM
79
Synergy Asset Management
Washington
$700 +$674 +27 New
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$694
MCM
81
MAI Capital Management
Ohio
$422 +$425 +17 New
GI
82
GAMMA Investing
California
$347 +$175 +7 +100%
IA
83
IFP Advisors
Florida
$149
NA
84
NewEdge Advisors
Louisiana
$149
SCM
85
Sterling Capital Management
North Carolina
$124
HNB
86
Huntington National Bank
Ohio
$25
VAM
87
Vazirani Asset Management
New York
-$3.24M -125,000 Closed
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
-$1.3M -49,986 Closed
CSS
89
Cubist Systematic Strategies
Connecticut
-$1.1M -42,248 Closed
HIM
90
Hillsdale Investment Management
Ontario, Canada
-$1.08M -41,693 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-$1.03M -39,686 Closed
Point72 Asset Management
92
Point72 Asset Management
Connecticut
-$679K -26,180 Closed
Two Sigma Advisers
93
Two Sigma Advisers
New York
-$653K -25,200 Closed
B
94
Bailard
California
-$568K -21,900 Closed
HM
95
Harvest Management
New York
-$518K -20,000 Closed
SOW
96
State of Wyoming
Wyoming
-$429K -16,542 Closed
OQS
97
Occudo Quantitative Strategies
Florida
-$349K -13,467 Closed
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
-$262K -10,098 Closed
PCM
99
Prelude Capital Management
New York
-$259K -10,000 Closed
GC
100
Globeflex Capital
California
-$133K -5,146 Closed

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.