Lifeway Foods
LWAY
23 hedge funds and large institutions have $9.42M invested in Lifeway Foods in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
103% more capital invested
Capital invested by funds: $4.64M → $9.42M (+$4.78M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
10% more funds holding
Funds holding: 21 → 23 (+2)
5.25% more ownership
Funds ownership: 5.39% → 10.64% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$1.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$465K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$324K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$113K |
| 5 |
Renaissance Technologies
New York
|
+$47.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$63.2K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$11.6K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.16K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$938 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$28 |
LWAY Hedge Fund Activity: Q1 2023 in Review
23 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q1 2023, worth a combined $9.42M — up 103% from $4.64M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LWAY positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Kanen Wealth Management, opening a new position worth an estimated $1.73M. The largest seller was UBS Group, cutting an estimated $63.2K.
- 23 institutional investors held Lifeway Foods (LWAY) as of Q1 2023, up from 21 in Q4 2022.
- Funds reported $9.42M of Lifeway Foods stock for Q1 2023, up 103% quarter-over-quarter.
- 4 funds opened new Lifeway Foods positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest Lifeway Foods buyer in Q1 2023 was Kanen Wealth Management, an estimated $1.73M added.
- The largest Lifeway Foods seller in Q1 2023 was UBS Group, an estimated $63.2K sold.
Based on aggregated 13F filings for Q1 2023.