Lifeway Foods
LWAY
45 hedge funds and large institutions have $58.9M invested in Lifeway Foods in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.
45% more capital invested
Capital invested by funds: $40.7M → $58.9M (+$18.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
4% less funds holding
Funds holding: 47 → 45 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.31M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.47M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$704K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$687K |
| 5 |
TG
TCW Group
Los Angeles,
California
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.52M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$855K |
| 3 |
Bank of New York Mellon
New York
|
-$289K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$41K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$32.3K |
LWAY Hedge Fund Activity: Q4 2014 in Review
45 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2014, worth a combined $58.9M — up 45% from $40.7M a quarter earlier.
Fund positioning in LWAY was balanced in Q4 2014: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 15 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.31M. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $1.52M sold.
- 45 institutional investors held Lifeway Foods (LWAY) as of Q4 2014, down from 47 in Q3 2014.
- Funds reported $58.9M of Lifeway Foods stock for Q4 2014, up 45% quarter-over-quarter.
- 5 funds opened new Lifeway Foods positions in Q4 2014 and 5 closed out, a net change of 0 holders.
- The largest Lifeway Foods buyer in Q4 2014 was Wellington Management Group, an estimated $3.31M added.
- The largest Lifeway Foods seller in Q4 2014 was Financial & Investment Management Group, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2014.