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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
OIA
451
OneDigital Investment Advisors
Kansas
$13K
VCM
452
Versant Capital Management
Arizona
$13K +$253 +5 +2%
BFC
453
Bedel Financial Consulting
Indiana
$13K +$13K +258 New
DBT
454
Dubuque Bank & Trust
Iowa
$12K
WC
455
Whitney & Co
New York
$11K +$11.2K +222 New
FPFS
456
First Personal Financial Services
North Carolina
$10K -$27.9K -551 -72%
GWS
457
Glassman Wealth Services
Virginia
$10K
PK
458
Pflug Koory
Nebraska
$10K
JCM
459
Jacobi Capital Management
Pennsylvania
$10K +$506 +10 +5%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$10K +$10.5K +207 New
SWM
461
SeaCrest Wealth Management
New York
$9K
WIM
462
Westside Investment Management
California
$8.46K
HFP
463
Holistic Financial Partners
Indiana
$8K
BBA
464
Braun-Bostich & Associates
Pennsylvania
$8K +$7.94K +157 New
PCP
465
Proficio Capital Partners
Massachusetts
$7K -$657 -13 -8%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$6K
HT
467
Heritage Trust
Oklahoma
$6K
BRC
468
Bell Rock Capital
Delaware
$6K +$6.57K +130 New
BFEC
469
Benjamin F. Edwards & Company
Missouri
$5K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$5K
OGC
471
Oak Grove Capital
New Hampshire
$5K +$5.06K +100 New
HNB
472
Huntington National Bank
Ohio
$5K +$5.26K +104 New
HIM
473
Hillsdale Investment Management
Ontario, Canada
$4K -$1.52K -30 -27%
SPIA
474
Steward Partners Investment Advisory
New York
$4K
WEC
475
Winslow Evans & Crocker
Massachusetts
$3.48K

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.