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421 hedge funds and large institutions have $7.73B invested in Loews in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 165 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

5% more funds holding

Funds holding: 400421 (+21)

3.43% more ownership

Funds ownership: 57.63%61.06% (+3.4%)

5% less capital invested

Capital invested by funds: $8.11B → $7.73B (-$386M)

24% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 165

92% less call options, than puts

Call options by funds: $21K | Put options by funds: $275K

Holders
421
Holders Change
+21
Holders Change %
+5.25%
% of All Funds
11.22%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
51
Increased
126
Reduced
165
Closed
26
Calls
$21K
Puts
$275K
Net Calls
-$254K
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
V
326
Veritable
Delaware
$213K +$205K +5,577 New
HWA
327
Heritage Wealth Advisors
Virginia
$211K
WSTAM
328
Wilbanks Smith & Thomas Asset Management
Virginia
$210K -$6.25K -170 -3%
HPC
329
HM Payson & Co
Maine
$207K
DC
330
Davenport & Co
Virginia
$203K -$44.2K -1,200 -18%
HIMC
331
Heritage Investors Management Corp
Maryland
$201K -$19.9K -542 -9%
Bank of Nova Scotia
332
Bank of Nova Scotia
Ontario, Canada
$200K -$3.68K -100 -2%
EWM
333
Evercore Wealth Management
New York
$194K -$4.05K -110 -2%
CTC
334
Central Trust Company
Missouri
$191K
Fuller & Thaler Asset Management
335
Fuller & Thaler Asset Management
California
$187K +$180K +4,900 New
PG
336
PEAK6 Group
Illinois
$180K +$64.9K +1,765 +60%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$173K -$54.6K -1,484 -25%
NCMG
338
NCM Capital Management Group
North Carolina
$172K -$5.52K -150 -3%
AAM
339
Advisors Asset Management
Colorado
$156K +$4.86K +132 +3%
Victory Capital Management
340
Victory Capital Management
Texas
$141K -$1.01M -27,529 -88%
QI
341
QS Investors
New York
$116K
DADC
342
D.A. Davidson & Co
Montana
$98K -$6.95K -189 -7%
CFA
343
Carroll Financial Associates
North Carolina
$90K
Geode Capital Management
344
Geode Capital Management
Massachusetts
$85K -$2.42M -65,885 -3%
HNB
345
Huntington National Bank
Ohio
$85K +$76.4K +2,076 New
CWM
346
Cedar Wealth Management
California
$85K +$81.3K +2,210 New
Toronto Dominion Bank
347
Toronto Dominion Bank
Ontario, Canada
$83K -$236K -6,423 -75%
MAM
348
Mizuho Asset Management
Japan
$83K -$53.3K -1,448 -42%
Creative Planning
349
Creative Planning
Kansas
$78K -$64K -1,739 -46%
LOAMS
350
Lombard Odier Asset Management (Switzerland)
Switzerland
$76K

L Hedge Fund Activity: Q1 2016 in Review

421 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q1 2016, worth a combined $7.73B — down 4.8% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new L positions and 26 closed out — a net gain of 25 holders — while 126 added to existing stakes and 165 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $281M sold.

  • 421 institutional investors held Loews (L) as of Q1 2016, up from 400 in Q4 2015.
  • Funds reported $7.73B of Loews stock for Q1 2016, down 4.8% quarter-over-quarter.
  • 51 funds opened new Loews positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest Loews buyer in Q1 2016 was Norges Bank, an estimated $123M added.
  • The largest Loews seller in Q1 2016 was Americafirst Capital Management, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2016.