Lifeway Foods
LWAY
40 hedge funds and large institutions have $18.7M invested in Lifeway Foods in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
74% more funds holding
Funds holding: 23 → 40 (+17)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
25% more capital inflows, than outflows
Capital inflows: $5.78M | Capital outflows: $4.6M
0.13% less ownership
Funds ownership: 12.46% → 12.33% (-0.13%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.77M |
| 2 |
EAM Investors
Solana Beach,
California
|
+$1.14M |
| 3 |
Bank of New York Mellon
New York
|
+$341K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$254K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kanen Wealth Management
Coconut Creek,
Florida
|
-$4.09M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311K |
| 3 |
Bridgeway Capital Management
Houston,
Texas
|
-$55.7K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.8K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$35.7K |
LWAY Hedge Fund Activity: Q3 2023 in Review
40 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q3 2023, worth a combined $18.7M — up 55% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LWAY positions and 2 closed out — a net gain of 18 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.77M. The largest seller was Kanen Wealth Management, exiting entirely with an estimated $4.09M sold.
- 40 institutional investors held Lifeway Foods (LWAY) as of Q3 2023, up from 23 in Q2 2023.
- Funds reported $18.7M of Lifeway Foods stock for Q3 2023, up 55% quarter-over-quarter.
- 20 funds opened new Lifeway Foods positions in Q3 2023 and 2 closed out, a net change of +18 holders.
- The largest Lifeway Foods buyer in Q3 2023 was Hillsdale Investment Management, an estimated $1.77M added.
- The largest Lifeway Foods seller in Q3 2023 was Kanen Wealth Management, an estimated $4.09M sold.
Based on aggregated 13F filings for Q3 2023.