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495 hedge funds and large institutions have $10.3B invested in Loews in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 146 increasing their positions, 195 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $1.99M

0.43% more ownership

Funds ownership: 62.87%63.3% (+0.43%)

2% less capital invested

Capital invested by funds: $10.6B → $10.3B (-$237M)

2% less funds holding

Funds holding: 506495 (-11)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

25% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 195

Holders
495
Holders Change
-11
Holders Change %
-2.17%
% of All Funds
11.34%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
51
Increased
146
Reduced
195
Closed
57
Calls
$2.45M
Puts
$1.99M
Net Calls
+$459K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
401
Synovus Financial
Georgia
$99K +$100K +1,983 New
APP
402
Avantax Planning Partners
Iowa
$97K +$98.5K +1,949 New
DCM
403
Dupont Capital Management
Delaware
$96K +$97.4K +1,926 New
AIM
404
Assured Investment Management
New York
$82K +$83.3K +1,647 New
GWM
405
Geneos Wealth Management
Colorado
$76K
GT
406
Glenmede Trust
Pennsylvania
$73K
Fuller & Thaler Asset Management
407
Fuller & Thaler Asset Management
California
$70K +$70.8K +1,400 New
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$66K +$1.72K +34 +3%
CB
409
Community Bank
New York
$65K
SWP
410
Stratos Wealth Partners
Ohio
$63K -$992K -19,618 -94%
JFA
411
JNBA Financial Advisors
Minnesota
$60K -$1.62K -32 -3%
CAL
412
Capital Advisors Ltd
Ohio
$60K
ST
413
Smithfield Trust
Pennsylvania
$60K
CAM
414
CenterStar Asset Management
Illinois
$59K
TAM
415
Tiverton Asset Management
Delaware
$55K -$125K -2,464 -69%
MCM
416
Manchester Capital Management
Vermont
$51K
Lazard Asset Management
417
Lazard Asset Management
New York
$49K
BAM
418
Barrett Asset Management
New York
$45K
YWP
419
YorkBridge Wealth Partners
New York
$45K
DAM
420
Delta Asset Management
Tennessee
$43K
CIP
421
Convergence Investment Partners
Florida
$41K +$42.1K +833 New
NCM
422
New Capital Management
Texas
$40K -$8.6K -170 -17%
QCG
423
Quadrant Capital Group
Ohio
$37K +$3.69K +73 +10%
CAW
424
Cornerstone Advisors (Washington)
Washington
$36K
VFA
425
Valeo Financial Advisors
Indiana
$35K -$2.02K -40 -5%

L Hedge Fund Activity: Q1 2018 in Review

495 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q1 2018, worth a combined $10.3B — down 2.2% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of L and 51 opened new positions — a net loss of 6 holders — while 195 trimmed existing stakes and 146 added.

The largest buyer was Vanguard Group, adding an estimated $201M. The largest seller was Norges Bank, cutting an estimated $105M.

  • 495 institutional investors held Loews (L) as of Q1 2018, down from 506 in Q4 2017.
  • Funds reported $10.3B of Loews stock for Q1 2018, down 2.2% quarter-over-quarter.
  • 51 funds opened new Loews positions in Q1 2018 and 57 closed out, a net change of -6 holders.
  • The largest Loews buyer in Q1 2018 was Vanguard Group, an estimated $201M added.
  • The largest Loews seller in Q1 2018 was Norges Bank, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2018.