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Lifeway Foods

45 hedge funds and large institutions have $56.5M invested in Lifeway Foods in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

10% less funds holding

Funds holding: 5045 (-5)

10% less capital invested

Capital invested by funds: $63M → $56.5M (-$6.5M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TG
1
TCW Group
California
$9.99M +$946K +48,086 +10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$6.15M -$54.2K -2,756 -0.9%
GF
3
Gabelli Funds
New York
$5.87M -$19.7K -1,000 -0.3%
GI
4
GAMCO Investors
Connecticut
$5.44M -$25.6K -1,300 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.35M +$38.9K +1,979 +0.9%
TA
6
Teton Advisors
New York
$3.32M
BFA
7
BlackRock Fund Advisors
California
$2.41M -$109K -5,556 -4%
BIT
8
BlackRock Institutional Trust
California
$1.86M +$1.12M +56,692 +141%
CS
9
Credit Suisse
Switzerland
$1.85M +$112K +5,689 +6%
BCM
10
Bridgeway Capital Management
Texas
$1.76M
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.73M
EI
12
EAM Investors
California
$1.68M -$5.41K -275 -0.3%
State Street
13
State Street
Massachusetts
$1.47M +$4.82K +245 +0.3%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.3M +$181K +9,200 +16%
Northern Trust
15
Northern Trust
Illinois
$1.17M -$86.5K -4,397 -7%
GIP
16
Granite Investment Partners
California
$937K -$948K -48,171 -50%
CCM
17
Cadence Capital Management
Massachusetts
$904K -$23.6K -1,201 -2%
WCM
18
Wedge Capital Management
North Carolina
$631K +$309K +15,700 +91%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$612K +$29.1K +1,479 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$530K +$53.1K +2,696 +11%
Morgan Stanley
21
Morgan Stanley
New York
$437K +$310K +15,741 +224%
TCIM
22
TIAA CREF Investment Management
New York
$346K +$8.07K +410 +2%
BIM
23
BlackRock Investment Management
Delaware
$340K +$77.1K +3,916 +28%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$288K
AllianceBernstein
25
AllianceBernstein
Tennessee
$246K