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505 hedge funds and large institutions have $7.76B invested in Loews in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $8.11B → $7.76B (-$347M)

2.36% less ownership

Funds ownership: 59.69%57.33% (-2.4%)

5% less funds holding

Funds holding: 533505 (-28)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

31% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 64

84% less call options, than puts

Call options by funds: $3.58M | Put options by funds: $22.5M

Holders
505
Holders Change
-28
Holders Change %
-5.25%
% of All Funds
8.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
44
Increased
151
Reduced
188
Closed
64
Calls
$3.58M
Puts
$22.5M
Net Calls
-$19M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$69K +$1.84K +31 +3%
TCOV
402
Trust Company of Vermont
Vermont
$64.9K
EWA
403
EverSource Wealth Advisors
Alabama
$62.3K
SS
404
Sunbelt Securities
Texas
$61.4K +$63.5K +1,072 New
FCA
405
FinTrust Capital Advisors
South Carolina
$60.7K
DGAM
406
Desjardins Global Asset Management
Quebec, Canada
$59K +$60.4K +1,019 New
LFA
407
Level Financial Advisors
New York
$58K
BAMF
408
BI Asset Management Fondsmaeglerselskab
Denmark
$55K +$33.8K +570 +154%
Lazard Asset Management
409
Lazard Asset Management
New York
$53K -$711 -12 -1%
CT
410
Caldwell Trust
Florida
$52.2K
BTI
411
Blue Trust Inc
Georgia
$50K +$711 +12 +1%
DAM
412
Delta Asset Management
Tennessee
$45.3K
Federated Hermes
413
Federated Hermes
Pennsylvania
$41.5K -$4.27K -72 -9%
AS
414
Altshuler Shaham
Israel
$40.9K -$7.41K -125 -15%
DMBA
415
Deseret Mutual Benefit Administrators
Utah
$38.4K
LS
416
Livforsakringsbolaget Skandia
Sweden
$38.2K
MAM
417
Meeder Asset Management
Ohio
$37.4K -$255K -4,295 -87%
SPIA
418
Steward Partners Investment Advisory
New York
$37.3K
MCM
419
MV Capital Management
Maryland
$37.2K +$36.9K +623 +3,461%
GI
420
Gradient Investments
Minnesota
$35.7K
AAS
421
Ameritas Advisory Services
Nebraska
$34.9K +$35.7K +602 New
CT
422
Cambridge Trust
Massachusetts
$34.8K
CYG
423
Clean Yield Group
Vermont
$32.7K
BIA
424
Bell Investment Advisors
California
$30K -$7.53K -127 -20%
EBA
425
Eagle Bay Advisors
New York
$29.6K

L Hedge Fund Activity: Q1 2023 in Review

505 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q1 2023, worth a combined $7.76B — down 4.3% from $8.11B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of L and 44 opened new positions — a net loss of 20 holders — while 188 trimmed existing stakes and 151 added.

The largest buyer was Envestnet Asset Management, adding an estimated $68.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $220M.

  • 505 institutional investors held Loews (L) as of Q1 2023, down from 533 in Q4 2022.
  • Funds reported $7.76B of Loews stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 44 funds opened new Loews positions in Q1 2023 and 64 closed out, a net change of -20 holders.
  • The largest Loews buyer in Q1 2023 was Envestnet Asset Management, an estimated $68.4M added.
  • The largest Loews seller in Q1 2023 was T. Rowe Price Associates, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2023.