Lifeway Foods
LWAY
45 hedge funds and large institutions have $29.7M 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.
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: 44 → 45 (+1)
1% more capital invested
Capital invested by funds: $29.6M → $29.7M (+$185K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$511K |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
+$463K |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$317K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$310K |
| 5 |
Renaissance Technologies
New York
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
-$2.45M |
| 2 |
Morgan Stanley
New York
|
-$483K |
| 3 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$338K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$174K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$57.4K |
LWAY Hedge Fund Activity: Q4 2015 in Review
45 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2015, worth a combined $29.7M — up 0.63% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LWAY positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $511K. The largest seller was TCW Group, exiting entirely with an estimated $2.45M sold.
- 45 institutional investors held Lifeway Foods (LWAY) as of Q4 2015, up from 44 in Q3 2015.
- Funds reported $29.7M of Lifeway Foods stock for Q4 2015, up 0.63% quarter-over-quarter.
- 5 funds opened new Lifeway Foods positions in Q4 2015 and 4 closed out, a net change of +1 holder.
- The largest Lifeway Foods buyer in Q4 2015 was Fidelity Investments, an estimated $511K added.
- The largest Lifeway Foods seller in Q4 2015 was TCW Group, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2015.