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Lifeway Foods

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

19% more capital invested

Capital invested by funds: $39.4M → $47M (+$7.62M)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

6% less funds holding

Funds holding: 4946 (-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
1.34%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TG
1
TCW Group
California
$6.25M +$347K +23,488 +6%
TAM
2
THB Asset Management
Connecticut
$5.49M +$272K +18,400 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.23M -$13.3K -900 -0.3%
GF
4
Gabelli Funds
New York
$4.68M -$103K -7,000 -2%
GI
5
GAMCO Investors
Connecticut
$4.22M -$167K -11,300 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.56M +$3.51K +238 +0.1%
TA
7
Teton Advisors
New York
$2.82M -$118K -8,000 -4%
BFA
8
BlackRock Fund Advisors
California
$2.01M -$83.7K -5,667 -4%
FIMG
9
Financial & Investment Management Group
Michigan
$1.68M +$11.4K +773 +0.7%
BCM
10
Bridgeway Capital Management
Texas
$1.54M
Northern Trust
11
Northern Trust
Illinois
$1.29M +$2.73K +185 +0.2%
State Street
12
State Street
Massachusetts
$1.22M -$8.21K -556 -0.7%
CCM
13
Cadence Capital Management
Massachusetts
$959K +$309K +20,930 +54%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$749K -$2.51K -170 -0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$703K +$59.7K +4,043 +10%
BIT
16
BlackRock Institutional Trust
California
$675K -$59.9K -4,056 -9%
Renaissance Technologies
17
Renaissance Technologies
New York
$630K -$75.3K -5,100 -11%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$386K +$1.54K +104 +0.4%
GIP
19
Granite Investment Partners
California
$312K
TCIM
20
TIAA CREF Investment Management
New York
$311K
Morgan Stanley
21
Morgan Stanley
New York
$299K +$66.7K +4,520 +32%
BG
22
Bahl & Gaynor
Ohio
$270K +$21K +1,420 +9%
Invesco
23
Invesco
Georgia
$240K
AllianceBernstein
24
AllianceBernstein
Tennessee
$235K -$32.5K -2,200 -13%
DII
25
Domini Impact Investments
New York
$211K +$195K +13,195 New