We are live on ! Find out more
LWAY icon

Lifeway Foods
LWAY

18 hedge funds and large institutions have $6.51M invested in Lifeway Foods in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.22M → $6.51M (+$287K)

0.15% less ownership

Funds ownership: 7.69% → 7.53% (-0.15%)

18% less funds holding

Funds holding: 22 → 18 (-4)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$78.2K
2
AWM
Avior Wealth Management
Nebraska
+$5.96K
3
Morgan Stanley
Morgan Stanley
New York
+$1.05K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$180K
2
Citadel Advisors
Citadel Advisors
Florida
-$73K
3
ASN
Advisory Services Network
Georgia
-$13K
4
BCV
Banque Cantonale Vaudoise
Switzerland
-$11K
5
UBS Group
UBS Group
Switzerland
-$5.96K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.53M -$180K -31,000 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.72M -$4.64K -798 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$814K – – –
BCM
4
Bridgeway Capital Management
Texas
$684K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$236K – – –
BlackRock
6
BlackRock
New York
$179K +$78.2K +13,449 +73%
GI
7
GAMCO Investors
Connecticut
$168K – – –
Northern Trust
8
Northern Trust
Illinois
$73K – – –
KBG
9
Kahn Brothers Group
New York
$56K – – –
UBS Group
10
UBS Group
Switzerland
$19K -$5.96K -1,024 -23%
Osaic Holdings
11
Osaic Holdings
Arizona
$11K – – –
Morgan Stanley
12
Morgan Stanley
New York
$8K +$1.05K +180 +14%
AWM
13
Avior Wealth Management
Nebraska
$5K +$5.96K +1,025 New
Wells Fargo
14
Wells Fargo
California
$4K -$6 -1 -0.1%
TRCT
15
Tower Research Capital (TRC)
New York
$1K -$465 -80 -39%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$11 – – –
Citadel Advisors
18
Citadel Advisors
Florida
– -$73K -14,161 Closed
ASN
19
Advisory Services Network
Georgia
– -$13K -2,477 Closed
BCV
20
Banque Cantonale Vaudoise
Switzerland
– -$11K -2,150 Closed
PAM
21
Panagora Asset Management
Massachusetts
– -$4K -840 Closed

LWAY Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q3 2021, worth a combined $6.51M — up 4.6% from $6.22M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LWAY and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was BlackRock, adding an estimated $78.2K. The largest seller was Renaissance Technologies, cutting an estimated $180K.

  • 18 institutional investors held Lifeway Foods (LWAY) as of Q3 2021, down from 22 in Q2 2021.
  • Funds reported $6.51M of Lifeway Foods stock for Q3 2021, up 4.6% quarter-over-quarter.
  • 1 fund opened new Lifeway Foods positions in Q3 2021 and 5 closed out, a net change of -4 holders.
  • The largest Lifeway Foods buyer in Q3 2021 was BlackRock, an estimated $78.2K added.
  • The largest Lifeway Foods seller in Q3 2021 was Renaissance Technologies, an estimated $180K sold.

Based on aggregated 13F filings for Q3 2021.