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Lifeway Foods

31 hedge funds and large institutions have $3.3M invested in Lifeway Foods in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3031 (+1)

1.87% less ownership

Funds ownership: 12.95%11.08% (-1.9%)

40% less capital invested

Capital invested by funds: $5.47M → $3.3M (-$2.17M)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$638K -$45K -16,916 -5%
Renaissance Technologies
2
Renaissance Technologies
New York
$594K +$54.2K +20,352 +7%
GI
3
GAMCO Investors
Connecticut
$376K -$69.2K -26,000 -12%
GF
4
Gabelli Funds
New York
$281K -$24.8K -9,327 -6%
FIMG
5
Financial & Investment Management Group
Michigan
$252K -$305K -114,431 -46%
TA
6
Teton Advisors
New York
$244K -$65.8K -24,700 -16%
Vanguard Group
7
Vanguard Group
Pennsylvania
$234K -$253K -95,132 -43%
BCM
8
Bridgeway Capital Management
Texas
$166K
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$92K
Millennium Management
10
Millennium Management
New York
$84K -$43.8K -16,439 -27%
Deutsche Bank
11
Deutsche Bank
Germany
$83K -$21.4K -8,019 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$71K
WA
13
WealthTrust Axiom
Pennsylvania
$48K +$68.7K +25,800 New
Northern Trust
14
Northern Trust
Illinois
$36K -$3.07K -1,154 -6%
BlackRock
15
BlackRock
New York
$30K +$972 +365 +2%
PAM
16
Panagora Asset Management
Massachusetts
$22K +$31.4K +11,782 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21K
TRCT
18
Tower Research Capital (TRC)
New York
$16K +$20.6K +7,740 +1,402%
Morgan Stanley
19
Morgan Stanley
New York
$3K -$3.03K -1,139 -40%
UBS Group
20
UBS Group
Switzerland
$3K +$3.42K +1,283 +257%
Bank of America
21
Bank of America
North Carolina
$1K -$1.06K -398 -54%
AG
22
Advisor Group
Arizona
$1K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K
AIA
24
Alera Investment Advisors
Illinois
$1K +$815 +306 New
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$132