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Lifeway Foods

50 hedge funds and large institutions have $30M invested in Lifeway Foods in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

60% more capital invested

Capital invested by funds: $18.7M → $30M (+$11.3M)

25% more funds holding

Funds holding: 4050 (+10)

2.9% more ownership

Funds ownership: 12.33%15.23% (+2.9%)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change

LWAY Hedge Fund Activity: Q4 2023 in Review

50 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2023, worth a combined $30M — up 60% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LWAY positions and 2 closed out — a net gain of 10 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Millennium Management, adding an estimated $950K. The largest seller was EAM Investors, cutting an estimated $1.03M.

  • 50 institutional investors held Lifeway Foods (LWAY) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $30M of Lifeway Foods stock for Q4 2023, up 60% quarter-over-quarter.
  • 12 funds opened new Lifeway Foods positions in Q4 2023 and 2 closed out, a net change of +10 holders.
  • The largest Lifeway Foods buyer in Q4 2023 was Millennium Management, an estimated $950K added.
  • The largest Lifeway Foods seller in Q4 2023 was EAM Investors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2023.