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Lifeway Foods

45 hedge funds and large institutions have $29.8M invested in Lifeway Foods in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more funds holding

Funds holding: 4445 (+1)

1% more capital invested

Capital invested by funds: $29.6M → $29.8M (+$190K)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$3.54M -$20.8K -1,841 -0.6%
GF
2
Gabelli Funds
New York
$3.4M
GI
3
GAMCO Investors
Connecticut
$3.18M +$3.38K +300 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.6M +$25.3K +2,247 +1%
TA
5
Teton Advisors
New York
$1.92M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.83M +$511K +45,306 +38%
CS
7
Credit Suisse
Switzerland
$1.5M +$310K +27,464 +26%
BFA
8
BlackRock Fund Advisors
California
$1.42M +$40.3K +3,573 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.34M +$303K +26,900 +29%
GIP
10
Granite Investment Partners
California
$1.07M +$317K +28,107 +41%
BCM
11
Bridgeway Capital Management
Texas
$1.01M
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$999K
CCM
13
Cadence Capital Management
Massachusetts
$995K +$463K +41,031 +84%
State Street
14
State Street
Massachusetts
$859K +$17.1K +1,520 +2%
BIT
15
BlackRock Institutional Trust
California
$804K -$174K -15,464 -18%
Northern Trust
16
Northern Trust
Illinois
$681K -$1.13K -100 -0.2%
WCM
17
Wedge Capital Management
North Carolina
$485K
Geode Capital Management
18
Geode Capital Management
Massachusetts
$362K +$7.53K +668 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$261K +$14K +1,245 +6%
TCIM
20
TIAA CREF Investment Management
New York
$200K
BIM
21
BlackRock Investment Management
Delaware
$190K +$2.03K +180 +1%
Morgan Stanley
22
Morgan Stanley
New York
$180K -$483K -42,811 -72%
Deutsche Bank
23
Deutsche Bank
Germany
$148K -$57.4K -5,093 -27%
AllianceBernstein
24
AllianceBernstein
Tennessee
$142K -$20.6K -1,823 -12%
Charles Schwab
25
Charles Schwab
California
$113K