Lifeway Foods
LWAY
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 30 → 31 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$68.7K |
| 2 |
Renaissance Technologies
New York
|
+$54.2K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$31.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$20.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$305K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$253K |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$74K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$69.2K |
| 5 |
TA
Teton Advisors
Rye,
New York
|
-$65.8K |
LWAY Hedge Fund Activity: Q4 2018 in Review
31 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2018, worth a combined $3.3M — down 40% from $5.47M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LWAY positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 11 trimmed.
The largest buyer was WealthTrust Axiom, opening a new position worth an estimated $68.7K. The largest seller was Financial & Investment Management Group, cutting an estimated $305K.
- 31 institutional investors held Lifeway Foods (LWAY) as of Q4 2018, up from 30 in Q3 2018.
- Funds reported $3.3M of Lifeway Foods stock for Q4 2018, down 40% quarter-over-quarter.
- 4 funds opened new Lifeway Foods positions in Q4 2018 and 3 closed out, a net change of +1 holder.
- The largest Lifeway Foods buyer in Q4 2018 was WealthTrust Axiom, an estimated $68.7K added.
- The largest Lifeway Foods seller in Q4 2018 was Financial & Investment Management Group, an estimated $305K sold.
Based on aggregated 13F filings for Q4 2018.