Lifeway Foods
LWAY
52 hedge funds and large institutions have $42.7M invested in Lifeway Foods in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.
153% more capital inflows, than outflows
Capital inflows: $5.09M | Capital outflows: $2.01M
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 50 → 52 (+2)
1.65% more ownership
Funds ownership: 15.23% → 16.88% (+1.7%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$858K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$561K |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$397K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$385K |
| 5 |
Goldman Sachs
New York
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$369K |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$311K |
| 3 |
6CM
683 Capital Management
New York
|
-$245K |
| 4 |
B
Bailard
Foster City,
California
|
-$187K |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$166K |
LWAY Hedge Fund Activity: Q1 2024 in Review
52 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q1 2024, worth a combined $42.7M — up 42% from $30M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LWAY positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $858K. The largest seller was BlackRock, cutting an estimated $369K.
- 52 institutional investors held Lifeway Foods (LWAY) as of Q1 2024, up from 50 in Q4 2023.
- Funds reported $42.7M of Lifeway Foods stock for Q1 2024, up 42% quarter-over-quarter.
- 7 funds opened new Lifeway Foods positions in Q1 2024 and 5 closed out, a net change of +2 holders.
- The largest Lifeway Foods buyer in Q1 2024 was Morgan Stanley, an estimated $858K added.
- The largest Lifeway Foods seller in Q1 2024 was BlackRock, an estimated $369K sold.
Based on aggregated 13F filings for Q1 2024.