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Lifeway Foods
LWAY

46 hedge funds and large institutions have $47M invested in Lifeway Foods in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital inflows, than outflows

Capital inflows: $1.4M | Capital outflows: $966K

0.18% more ownership

Funds ownership: 17.84% → 18.01% (+0.18%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

6% less funds holding

Funds holding: 49 → 46 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
17
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TG
TCW Group
California
+$347K
2
CCM
Cadence Capital Management
Massachusetts
+$309K
3
TAM
THB Asset Management
Connecticut
+$272K
4
WC
Whitnell & Co
Illinois
+$73.8K
5
Morgan Stanley
Morgan Stanley
New York
+$66.7K

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$167K
2
PCM
Perkins Capital Management
Minnesota
-$137K
3
TA
Teton Advisors
New York
-$118K
4
Deutsche Bank
Deutsche Bank
Germany
-$115K
5
GF
Gabelli Funds
New York
-$103K

LWAY Hedge Fund Activity: Q4 2013 in Review

46 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2013, worth a combined $47M — up 19% from $39.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LWAY and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was TCW Group, adding an estimated $347K. The largest seller was GAMCO Investors, cutting an estimated $167K.

  • 46 institutional investors held Lifeway Foods (LWAY) as of Q4 2013, down from 49 in Q3 2013.
  • Funds reported $47M of Lifeway Foods stock for Q4 2013, up 19% quarter-over-quarter.
  • 2 funds opened new Lifeway Foods positions in Q4 2013 and 5 closed out, a net change of -3 holders.
  • The largest Lifeway Foods buyer in Q4 2013 was TCW Group, an estimated $347K added.
  • The largest Lifeway Foods seller in Q4 2013 was GAMCO Investors, an estimated $167K sold.

Based on aggregated 13F filings for Q4 2013.