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.
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: 49 → 46 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
+$347K |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
+$309K |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$272K |
| 4 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
+$73.8K |
| 5 |
Morgan Stanley
New York
|
+$66.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$167K |
| 2 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$137K |
| 3 |
TA
Teton Advisors
Rye,
New York
|
-$118K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$115K |
| 5 |
GF
Gabelli Funds
Rye,
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.