We are live on ! Find out more
LWAY icon

Lifeway Foods
LWAY

22 hedge funds and large institutions have $4.64M invested in Lifeway Foods in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

22% more funds holding

Funds holding: 18 → 22 (+4)

0.05% less ownership

Funds ownership: 7.14% → 7.09% (-0.05%)

27% less capital invested

Capital invested by funds: $6.33M → $4.64M (-$1.69M)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$228K
2
UBS Group
UBS Group
Switzerland
+$105K
3
Millennium Management
Millennium Management
New York
+$92.4K
4
BAM
Belpointe Asset Management
Nevada
+$14K
5
TRCT
Tower Research Capital (TRC)
New York
+$13.7K

Top Sellers

Rank Fund Capital Flow
1
VC
Voss Capital
Texas
-$332K
2
Renaissance Technologies
Renaissance Technologies
New York
-$99.7K
3
BCM
Bridgeway Capital Management
Texas
-$43.7K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.77K
5
Morgan Stanley
Morgan Stanley
New York
-$81
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.09M -$99.7K -15,978 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.16M +$228K +36,505 +21%
BCM
3
Bridgeway Capital Management
Texas
$481K -$43.7K -7,000 -7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$258K +$3.98K +638 +1%
GI
5
GAMCO Investors
Connecticut
$167K – – –
BlackRock
6
BlackRock
New York
$126K +$493 +79 +0.3%
UBS Group
7
UBS Group
Switzerland
$93.8K +$105K +16,765 +12,896%
Millennium Management
8
Millennium Management
New York
$82K +$92.4K +14,805 New
Northern Trust
9
Northern Trust
Illinois
$81.7K – – –
KBG
10
Kahn Brothers Group
New York
$55K – – –
TRCT
11
Tower Research Capital (TRC)
New York
$16K +$13.7K +2,199 +281%
BAM
12
Belpointe Asset Management
Nevada
$12.5K +$14K +2,250 New
Morgan Stanley
13
Morgan Stanley
New York
$7.81K -$81 -13 -0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$7K – – –
Wells Fargo
15
Wells Fargo
California
$4.32K – – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.46K -$3.77K -604 -0.2%
MCC
17
Money Concepts Capital
Florida
$938 +$1.05K +169 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$555 – – –
PFG
19
Piershale Financial Group
Illinois
$555 +$624 +100 New
Bank of America
20
Bank of America
North Carolina
$28 +$31 +5 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$11 – – –
HNB
22
Huntington National Bank
Ohio
$6 – – –
VC
23
Voss Capital
Texas
– -$332K -58,079 Closed

LWAY Hedge Fund Activity: Q4 2022 in Review

22 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2022, worth a combined $4.64M — down 27% from $6.33M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LWAY positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, adding an estimated $228K. The largest seller was Voss Capital, exiting entirely with an estimated $332K sold.

  • 22 institutional investors held Lifeway Foods (LWAY) as of Q4 2022, up from 18 in Q3 2022.
  • Funds reported $4.64M of Lifeway Foods stock for Q4 2022, down 27% quarter-over-quarter.
  • 5 funds opened new Lifeway Foods positions in Q4 2022 and 1 closed out, a net change of +4 holders.
  • The largest Lifeway Foods buyer in Q4 2022 was Vanguard Group, an estimated $228K added.
  • The largest Lifeway Foods seller in Q4 2022 was Voss Capital, an estimated $332K sold.

Based on aggregated 13F filings for Q4 2022.