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Lifeway Foods

23 hedge funds and large institutions have $9.42M invested in Lifeway Foods in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more capital invested

Capital invested by funds: $4.64M → $9.42M (+$4.78M)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2223 (+1)

3.56% more ownership

Funds ownership: 7.09%10.64% (+3.6%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
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
$2.32M +$47.6K +8,200 +2%
KWM
2
Kanen Wealth Management
Florida
$1.8M +$1.73M +298,713 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.61M +$21.2K +3,657 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.6M +$324K +55,819 +27%
BCM
5
Bridgeway Capital Management
Texas
$523K
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$483K +$465K +80,008 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$281K
GI
8
GAMCO Investors
Connecticut
$181K
BlackRock
9
BlackRock
New York
$139K +$1.92K +330 +1%
Millennium Management
10
Millennium Management
New York
$135K +$43.4K +7,466 +50%
Citadel Advisors
11
Citadel Advisors
Florida
$118K +$113K +19,487 New
Northern Trust
12
Northern Trust
Illinois
$90.9K +$1.91K +329 +2%
KBG
13
Kahn Brothers Group
New York
$60K
UBS Group
14
UBS Group
Switzerland
$36.3K -$63.2K -10,881 -64%
TRCT
15
Tower Research Capital (TRC)
New York
$16K -$2.16K -372 -12%
Morgan Stanley
16
Morgan Stanley
New York
$8.5K
Osaic Holdings
17
Osaic Holdings
Arizona
$7.55K
Wells Fargo
18
Wells Fargo
California
$4.7K
BAM
19
Belpointe Asset Management
Nevada
$1.51K -$11.6K -2,000 -89%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$604
PFG
21
Piershale Financial Group
Illinois
$604
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$12
HNB
23
Huntington National Bank
Ohio
$6
MCC
24
Money Concepts Capital
Florida
-$938 -169 Closed
Bank of America
25
Bank of America
North Carolina
-$28 -5 Closed