Lifeway Foods
LWAY
47 hedge funds and large institutions have $29.9M invested in Lifeway Foods in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
4% more funds holding
Funds holding: 45 → 47 (+2)
0% more capital invested
Capital invested by funds: $29.7M → $29.9M (+$126K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.25M |
| 2 |
GC
Globeflex Capital
San Diego,
California
|
+$790K |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$672K |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$141K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.5M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$462K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$79K |
| 4 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$72.6K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.5K |
LWAY Hedge Fund Activity: Q1 2016 in Review
47 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q1 2016, worth a combined $29.9M — up 0.42% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LWAY positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.25M. The largest seller was Credit Suisse, exiting entirely with an estimated $1.5M sold.
- 47 institutional investors held Lifeway Foods (LWAY) as of Q1 2016, up from 45 in Q4 2015.
- Funds reported $29.9M of Lifeway Foods stock for Q1 2016, up 0.42% quarter-over-quarter.
- 7 funds opened new Lifeway Foods positions in Q1 2016 and 5 closed out, a net change of +2 holders.
- The largest Lifeway Foods buyer in Q1 2016 was Fidelity Investments, an estimated $1.25M added.
- The largest Lifeway Foods seller in Q1 2016 was Credit Suisse, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2016.