We are live on ! Find out more
LWAY icon

Lifeway Foods

62 hedge funds and large institutions have $36.7M invested in Lifeway Foods in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

19% more funds holding

Funds holding: 5262 (+10)

2.6% more ownership

Funds ownership: 16.88%19.48% (+2.6%)

14% less capital invested

Capital invested by funds: $42.7M → $36.7M (-$5.99M)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
24
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$5.81M +$545K +30,000 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.99M -$108K -5,921 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.69M +$512K +28,173 +11%
BlackRock
4
BlackRock
New York
$3.17M +$4.18M +230,494 +1,315%
HIM
5
Hillsdale Investment Management
Ontario, Canada
$2.66M -$693K -38,170 -15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.46M +$1M +55,241 +94%
GI
7
GAMCO Investors
Connecticut
$1.45M +$69K +3,800 +3%
Marshall Wace
8
Marshall Wace
United Kingdom
$1.28M +$594K +32,742 +49%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.14M +$1.27M +70,044 +364%
Morgan Stanley
10
Morgan Stanley
New York
$935K -$54.1K -2,981 -4%
BCM
11
Bridgeway Capital Management
Texas
$857K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$748K +$384K +21,168 +57%
American Century Companies
13
American Century Companies
Missouri
$593K +$844K +46,462 New
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$589K +$543K +29,922 +184%
DLP
15
De Lisle Partners
United Kingdom
$584K +$51.2K +2,819 +7%
Man Group
16
Man Group
United Kingdom
$548K -$247K -13,625 -24%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$540K +$614K +33,837 New
CIC
18
Cornercap Investment Counsel
Georgia
$539K +$766K +42,181 New
State Street
19
State Street
Massachusetts
$532K +$412K +22,675 +119%
Goldman Sachs
20
Goldman Sachs
New York
$483K +$73.3K +4,040 +12%
EI
21
EAM Investors
California
$467K
Lazard Asset Management
22
Lazard Asset Management
New York
$363K +$373K +20,559 +260%
Millennium Management
23
Millennium Management
New York
$360K -$1.57M -86,384 -75%
JFG
24
Jefferies Financial Group
New York
$353K +$502K +27,646 New
Northern Trust
25
Northern Trust
Illinois
$309K +$5.54K +305 +1%

LWAY Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q2 2024, worth a combined $36.7M — down 14% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LWAY positions and 13 closed out — a net gain of 10 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $4.18M. The largest seller was Millennium Management, cutting an estimated $1.57M.

  • 62 institutional investors held Lifeway Foods (LWAY) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $36.7M of Lifeway Foods stock for Q2 2024, down 14% quarter-over-quarter.
  • 23 funds opened new Lifeway Foods positions in Q2 2024 and 13 closed out, a net change of +10 holders.
  • The largest Lifeway Foods buyer in Q2 2024 was BlackRock, an estimated $4.18M added.
  • The largest Lifeway Foods seller in Q2 2024 was Millennium Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2024.