Lifeway Foods
LWAY
44 hedge funds and large institutions have $23.5M invested in Lifeway Foods in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
0.1% less ownership
Funds ownership: 16.52% → 16.42% (-0.1%)
4% less funds holding
Funds holding: 46 → 44 (-2)
6% less capital invested
Capital invested by funds: $24.9M → $23.5M (-$1.43M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Algert Global
San Francisco,
California
|
+$492K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$164K |
| 3 |
Renaissance Technologies
New York
|
+$111K |
| 4 |
BlackRock
New York
|
+$41.2K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$470K |
| 2 |
NIM
Needham Investment Management
New York
|
-$327K |
| 3 |
Millennium Management
New York
|
-$117K |
| 4 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
-$56K |
| 5 |
TA
Teton Advisors
Rye,
New York
|
-$35.4K |
LWAY Hedge Fund Activity: Q3 2017 in Review
44 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q3 2017, worth a combined $23.5M — down 5.7% from $24.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LWAY and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 17 added.
The largest buyer was Algert Global, opening a new position worth an estimated $492K. The largest seller was Granite Investment Partners, cutting an estimated $470K.
- 44 institutional investors held Lifeway Foods (LWAY) as of Q3 2017, down from 46 in Q2 2017.
- Funds reported $23.5M of Lifeway Foods stock for Q3 2017, down 5.7% quarter-over-quarter.
- 2 funds opened new Lifeway Foods positions in Q3 2017 and 4 closed out, a net change of -2 holders.
- The largest Lifeway Foods buyer in Q3 2017 was Algert Global, an estimated $492K added.
- The largest Lifeway Foods seller in Q3 2017 was Granite Investment Partners, an estimated $470K sold.
Based on aggregated 13F filings for Q3 2017.