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479 hedge funds and large institutions have $10.1B invested in Loews in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 141 increasing their positions, 181 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1% more funds holding

Funds holding: 474479 (+5)

0.36% less ownership

Funds ownership: 65.02%64.66% (-0.36%)

7% less capital invested

Capital invested by funds: $10.8B → $10.1B (-$744M)

22% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 181

82% less call options, than puts

Call options by funds: $2.47M | Put options by funds: $13.7M

Holders
479
Holders Change
+5
Holders Change %
+1.05%
% of All Funds
10.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
43
Increased
141
Reduced
181
Closed
37
Calls
$2.47M
Puts
$13.7M
Net Calls
-$11.2M
Net Calls Change
-$5.93M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
451
TrueWealth LLC
Georgia
$7K
CBT
452
Central Bank & Trust
Kentucky
$7K +$7.23K +140 New
CFG
453
Citizens Financial Group
Rhode Island
$6K -$3.61K -70 -39%
TFS
454
TrustCore Financial Services
Tennessee
$6K
CI
455
CX Institutional
Indiana
$5K +$361 +7 +8%
CFGS
456
Concourse Financial Group Securities
Alabama
$4K -$14.1K -274 -80%
SIM
457
Sonora Investment Management
Arizona
$4K
VCM
458
Versant Capital Management
Arizona
$4K
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$4K
WEC
460
Winslow Evans & Crocker
Massachusetts
$4K
BCM
461
Bourgeon Capital Management
Connecticut
$4K +$3.87K +75 New
SWA
462
Sutton Wealth Advisors
Florida
$3.24K
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$3K
FHA
464
Flagship Harbor Advisors
Massachusetts
$3K
HIM
465
Hillsdale Investment Management
Ontario, Canada
$3K
ME
466
McIlrath & Eck
Washington
$3K
SFSIG
467
San Francisco Sentry Investment Group
California
$3K
Rockefeller Capital Management
468
Rockefeller Capital Management
New York
$3K +$3.1K +60 New
IFAM
469
Institutional & Family Asset Management
Colorado
$2K -$929 -18 -32%
HR
470
Howe & Rusling
New York
$2K
RIA
471
Realta Investment Advisors
Delaware
$1K
TFO
472
Tarbox Family Office
California
$1K
WCG
473
Weaver Consulting Group
California
$1K
WT
474
Whittier Trust
California
$1K +$516 +10 New
EI
475
Ellevest Inc
New York
$1K +$620 +12 New

L Hedge Fund Activity: Q3 2019 in Review

479 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q3 2019, worth a combined $10.1B — down 6.9% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new L positions and 37 closed out — a net gain of 6 holders — while 141 added to existing stakes and 181 trimmed.

The largest buyer was Norges Bank, adding an estimated $90.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $165M.

  • 479 institutional investors held Loews (L) as of Q3 2019, up from 474 in Q2 2019.
  • Funds reported $10.1B of Loews stock for Q3 2019, down 6.9% quarter-over-quarter.
  • 43 funds opened new Loews positions in Q3 2019 and 37 closed out, a net change of +6 holders.
  • The largest Loews buyer in Q3 2019 was Norges Bank, an estimated $90.6M added.
  • The largest Loews seller in Q3 2019 was T. Rowe Price Associates, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2019.