Lifeway Foods
LWAY
22 hedge funds and large institutions have $6.22M invested in Lifeway Foods in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.
0.66% less ownership
Funds ownership: 8.35% → 7.69% (-0.66%)
4% less funds holding
Funds holding: 23 → 22 (-1)
12% less capital invested
Capital invested by funds: $7.04M → $6.22M (-$813K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$20.9K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$13K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$4.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.45K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$99 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$230K |
| 2 |
Renaissance Technologies
New York
|
-$149K |
| 3 |
Two Sigma Investments
New York
|
-$77K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$53.4K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$33.3K |
LWAY Hedge Fund Activity: Q2 2021 in Review
22 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q2 2021, worth a combined $6.22M — down 12% from $7.04M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LWAY and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was UBS Group, adding an estimated $20.9K. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $230K sold.
- 22 institutional investors held Lifeway Foods (LWAY) as of Q2 2021, down from 23 in Q1 2021.
- Funds reported $6.22M of Lifeway Foods stock for Q2 2021, down 12% quarter-over-quarter.
- 2 funds opened new Lifeway Foods positions in Q2 2021 and 3 closed out, a net change of -1 holder.
- The largest Lifeway Foods buyer in Q2 2021 was UBS Group, an estimated $20.9K added.
- The largest Lifeway Foods seller in Q2 2021 was California Public Employees Retirement System, an estimated $230K sold.
Based on aggregated 13F filings for Q2 2021.