Lifeway Foods
LWAY
47 hedge funds and large institutions have $20.7M invested in Lifeway Foods in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
7% more funds holding
Funds holding: 44 → 47 (+3)
0.23% less ownership
Funds ownership: 16.42% → 16.19% (-0.23%)
12% less capital invested
Capital invested by funds: $23.5M → $20.7M (-$2.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$656K |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$331K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$114K |
| 4 |
Renaissance Technologies
New York
|
+$84.8K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$896K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$759K |
| 3 |
AG
Algert Global
San Francisco,
California
|
-$187K |
| 4 |
Millennium Management
New York
|
-$65.9K |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$28K |
LWAY Hedge Fund Activity: Q4 2017 in Review
47 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2017, worth a combined $20.7M — down 12% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LWAY positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $656K. The largest seller was Granite Investment Partners, exiting entirely with an estimated $896K sold.
- 47 institutional investors held Lifeway Foods (LWAY) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $20.7M of Lifeway Foods stock for Q4 2017, down 12% quarter-over-quarter.
- 5 funds opened new Lifeway Foods positions in Q4 2017 and 2 closed out, a net change of +3 holders.
- The largest Lifeway Foods buyer in Q4 2017 was Wellington Management Group, an estimated $656K added.
- The largest Lifeway Foods seller in Q4 2017 was Granite Investment Partners, an estimated $896K sold.
Based on aggregated 13F filings for Q4 2017.