We are live on ! Find out more
LWAY icon

Lifeway Foods
LWAY

46 hedge funds and large institutions have $47M invested in Lifeway Foods in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

83% more capital invested

Capital invested by funds: $25.7M → $47M (+$21.3M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

12% more funds holding

Funds holding: 41 → 46 (+5)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIM
Zacks Investment Management
Illinois
+$872K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$182K
3
GC
Globeflex Capital
California
+$182K
4
GIP
Granite Investment Partners
California
+$149K
5
BFA
BlackRock Fund Advisors
California
+$126K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$372K
2
Renaissance Technologies
Renaissance Technologies
New York
-$40.1K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.6K
4
Bank of America
Bank of America
North Carolina
-$12.8K
5
Morgan Stanley
Morgan Stanley
New York
-$10.2K

LWAY Hedge Fund Activity: Q3 2016 in Review

46 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q3 2016, worth a combined $47M — up 83% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LWAY positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Zacks Investment Management, opening a new position worth an estimated $872K. The largest seller was Fidelity Investments, cutting an estimated $372K.

  • 46 institutional investors held Lifeway Foods (LWAY) as of Q3 2016, up from 41 in Q2 2016.
  • Funds reported $47M of Lifeway Foods stock for Q3 2016, up 83% quarter-over-quarter.
  • 6 funds opened new Lifeway Foods positions in Q3 2016 and 1 closed out, a net change of +5 holders.
  • The largest Lifeway Foods buyer in Q3 2016 was Zacks Investment Management, an estimated $872K added.
  • The largest Lifeway Foods seller in Q3 2016 was Fidelity Investments, an estimated $372K sold.

Based on aggregated 13F filings for Q3 2016.