Lifeway Foods
LWAY
50 hedge funds and large institutions have $31.2M invested in Lifeway Foods in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
16.82% more ownership
Funds ownership: 0% → 16.82% (+17%)
9% more funds holding
Funds holding: 46 → 50 (+4)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
34% less capital invested
Capital invested by funds: $47M → $31.2M (-$15.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$892K |
| 2 |
Renaissance Technologies
New York
|
+$690K |
| 3 |
NIM
Needham Investment Management
New York
|
+$422K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$341K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$1.22M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$766K |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$506K |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$435K |
| 5 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$407K |
LWAY Hedge Fund Activity: Q4 2016 in Review
50 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2016, worth a combined $31.2M — down 34% from $47M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LWAY positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 18 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $892K. The largest seller was Zacks Investment Management, exiting entirely with an estimated $1.22M sold.
- 50 institutional investors held Lifeway Foods (LWAY) as of Q4 2016, up from 46 in Q3 2016.
- Funds reported $31.2M of Lifeway Foods stock for Q4 2016, down 34% quarter-over-quarter.
- 7 funds opened new Lifeway Foods positions in Q4 2016 and 3 closed out, a net change of +4 holders.
- The largest Lifeway Foods buyer in Q4 2016 was Millennium Management, an estimated $892K added.
- The largest Lifeway Foods seller in Q4 2016 was Zacks Investment Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2016.