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Lifeway Foods
LWAY

43 hedge funds and large institutions have $15.4M invested in Lifeway Foods in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 16.19% → 16.06% (-0.13%)

9% less funds holding

Funds holding: 47 → 43 (-4)

26% less capital invested

Capital invested by funds: $20.7M → $15.4M (-$5.34M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$1.74M
2
Renaissance Technologies
Renaissance Technologies
New York
+$192K
3
State Street
State Street
Massachusetts
+$106K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$79.1K
5
Morgan Stanley
Morgan Stanley
New York
+$42.9K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$551K
3
Millennium Management
Millennium Management
New York
-$123K
4
AG
Algert Global
California
-$82K
5
GI
GAMCO Investors
Connecticut
-$34.9K

LWAY Hedge Fund Activity: Q1 2018 in Review

43 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q1 2018, worth a combined $15.4M — down 26% from $20.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LWAY and 1 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Financial & Investment Management Group, adding an estimated $1.74M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.6M sold.

  • 43 institutional investors held Lifeway Foods (LWAY) as of Q1 2018, down from 47 in Q4 2017.
  • Funds reported $15.4M of Lifeway Foods stock for Q1 2018, down 26% quarter-over-quarter.
  • 1 fund opened new Lifeway Foods positions in Q1 2018 and 5 closed out, a net change of -4 holders.
  • The largest Lifeway Foods buyer in Q1 2018 was Financial & Investment Management Group, an estimated $1.74M added.
  • The largest Lifeway Foods seller in Q1 2018 was Fidelity Investments, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2018.