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Lifeway Foods

25 hedge funds and large institutions have $2.83M invested in Lifeway Foods in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

28% more capital invested

Capital invested by funds: $2.22M → $2.83M (+$616K)

19% more funds holding

Funds holding: 2125 (+4)

0.61% more ownership

Funds ownership: 7.36%7.98% (+0.61%)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.03M +$169K +71,414 +19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$726K -$25K -10,559 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$331K
GI
4
GAMCO Investors
Connecticut
$137K -$37.9K -16,000 -21%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$113K
BCM
6
Bridgeway Capital Management
Texas
$104K +$16.6K +7,000 +18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$101K +$13.5K +5,699 +15%
GF
8
Gabelli Funds
New York
$55K -$14.2K -6,000 -20%
FI
9
Fosun International
China
$52K +$54K +22,824 New
BlackRock
10
BlackRock
New York
$39K -$1.32K -558 -3%
Northern Trust
11
Northern Trust
Illinois
$39K +$1.14K +480 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$30K +$31.3K +13,244 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24K +$2 +1 +0%
KBG
14
Kahn Brothers Group
New York
$22.8K
Wells Fargo
15
Wells Fargo
California
$16K +$16.2K +6,838 +3,757%
Osaic Holdings
16
Osaic Holdings
Arizona
$3K
TRCT
17
Tower Research Capital (TRC)
New York
$3K +$2.2K +928 +345%
Morgan Stanley
18
Morgan Stanley
New York
$2K
UBS Group
19
UBS Group
Switzerland
$2K +$1.97K +834 New
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$5
RGC
21
Roberts, Glore & Co
Illinois
-$19K -10,300 Closed
Victory Capital Management
22
Victory Capital Management
Texas
-$2K -1,524 Closed
Barclays
23
Barclays
United Kingdom
+$2 +1 New
JP Morgan Chase
24
JP Morgan Chase
New York
+$5 +2 New
Bank of America
25
Bank of America
North Carolina
+$161 +68 New