Lifeway Foods
LWAY
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.
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: 89 → 84 (-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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
+$3.63M |
| 2 |
TAL
TIG Advisors LLC
New York
|
+$3.54M |
| 3 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
+$2.95M |
| 4 |
JP Morgan Chase
New York
|
+$1.88M |
| 5 |
SC
Slotnik Capital
Dallas,
Texas
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vazirani Asset Management
New York
|
-$3.24M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$1.56M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.44M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.3M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
101
Covestor
London,
United Kingdom
| – | -$50K | -1,936 | Closed |
|
|
PD
102
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$12.8K | -494 | Closed |
|
|
A
103
AlphaQuest
New York
| – | -$4.67K | -180 | Closed |
|
|
NS
104
NBC Securities
Birmingham,
Alabama
| – | -$3K | -147 | Closed |
|
105
Allspring Global Investments
Charlotte,
North Carolina
| – | -$829 | -32 | Closed |
|
|
CPA
106
Capital Performance Advisors
Walnut Creek,
California
| – | -$622 | -24 | Closed |
|
107
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$26 | -1 | Closed |
|
|
TWD
108
True Wealth Design
Akron,
Ohio
| – | -$26 | -1 | 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.