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Lifeway Foods

84 hedge funds and large institutions have $83.3M invested in Lifeway Foods in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 22.69%22.65% (-0.03%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

4% less capital invested

Capital invested by funds: $87M → $83.3M (-$3.72M)

6% less funds holding

Funds holding: 8984 (-5)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
25
Reduced
26
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$10.8M +$155K +6,189 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.81M +$447K +17,886 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.5M
BlackRock
4
BlackRock
New York
$6.52M +$305K +12,209 +5%
BCM
5
Beryl Capital Management
California
$3.61M +$3.63M +145,449 New
TAL
6
TIG Advisors LLC
New York
$3.51M +$3.54M +141,599 New
GI
7
GAMCO Investors
Connecticut
$2.98M +$26.2K +1,050 +0.9%
DSCM
8
Divisadero Street Capital Management
Florida
$2.93M +$2.95M +117,951 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.87M -$8.27K -331 -0.3%
Marshall Wace
10
Marshall Wace
United Kingdom
$2.62M -$1.56M -62,336 -37%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.13M +$1.88M +75,383 +713%
American Century Companies
12
American Century Companies
Missouri
$1.72M +$376K +15,046 +28%
DLP
13
De Lisle Partners
United Kingdom
$1.48M
State Street
14
State Street
Massachusetts
$1.44M +$111K +4,430 +8%
Northern Trust
15
Northern Trust
Illinois
$1.44M +$173K +6,915 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.38M +$21.7K +868 +2%
Ameriprise
17
Ameriprise
Minnesota
$1.32M -$454K -18,175 -25%
SC
18
Slotnik Capital
Texas
$1.31M +$1.32M +53,000 New
Goldman Sachs
19
Goldman Sachs
New York
$1.14M +$816K +32,677 +243%
Boston Partners
20
Boston Partners
Massachusetts
$1.12M
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$1.06M -$122K -4,866 -10%
Two Sigma Investments
22
Two Sigma Investments
New York
$997K -$823K -32,965 -45%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$965K -$1.44M -57,545 -60%
BCM
24
Bridgeway Capital Management
Texas
$937K -$20K -800 -2%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$875K -$343K -13,733 -28%

LWAY Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q4 2024, worth a combined $83.3M — down 4.3% from $87M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LWAY and 17 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 25 added.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $3.63M. The largest seller was Vazirani Asset Management, exiting entirely with an estimated $3.24M sold.

  • 84 institutional investors held Lifeway Foods (LWAY) as of Q4 2024, down from 89 in Q3 2024.
  • Funds reported $83.3M of Lifeway Foods stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 17 funds opened new Lifeway Foods positions in Q4 2024 and 22 closed out, a net change of -5 holders.
  • The largest Lifeway Foods buyer in Q4 2024 was Beryl Capital Management, an estimated $3.63M added.
  • The largest Lifeway Foods seller in Q4 2024 was Vazirani Asset Management, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2024.