Lifeway Foods
LWAY
23 hedge funds and large institutions have $12.1M invested in Lifeway Foods in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.
28% more capital invested
Capital invested by funds: $9.42M → $12.1M (+$2.65M)
1.81% more ownership
Funds ownership: 10.64% → 12.46% (+1.8%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$2.02M |
| 2 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
+$19.5K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$13.8K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.6K |
| 5 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$8.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$135K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$118K |
| 3 |
Renaissance Technologies
New York
|
-$47.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$36.7K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$25.9K |
LWAY Hedge Fund Activity: Q2 2023 in Review
23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q2 2023, worth a combined $12.1M — up 28% from $9.42M a quarter earlier.
Fund positioning in LWAY was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 7 trimmed.
The largest buyer was Kanen Wealth Management, adding an estimated $2.02M. The largest seller was Millennium Management, exiting entirely with an estimated $135K sold.
- 23 institutional investors held Lifeway Foods (LWAY) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $12.1M of Lifeway Foods stock for Q2 2023, up 28% quarter-over-quarter.
- 3 funds opened new Lifeway Foods positions in Q2 2023 and 3 closed out, a net change of 0 holders.
- The largest Lifeway Foods buyer in Q2 2023 was Kanen Wealth Management, an estimated $2.02M added.
- The largest Lifeway Foods seller in Q2 2023 was Millennium Management, an estimated $135K sold.
Based on aggregated 13F filings for Q2 2023.