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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
BCMLT
451
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K +$59 +1 +0.5%
BBHC
452
Brown Brothers Harriman & Co
New York
$9.98K -$8.89K -150 -47%
IA
453
IFP Advisors
Florida
$9.41K -$12.3K -208 -48%
BAM
454
Belpointe Asset Management
Nevada
$8.8K
Fisher Asset Management
455
Fisher Asset Management
Washington
$8.53K +$8.71K +147 New
CFO
456
CVA Family Office
Colorado
$8.12K +$1.19K +20 +17%
Loomis, Sayles & Company
457
Loomis, Sayles & Company
Massachusetts
$8K +$7.7K +130 New
JWA
458
JFS Wealth Advisors
Pennsylvania
$7.31K +$296 +5 +4%
SWM
459
Sugarloaf Wealth Management
Georgia
$7.14K
WTA
460
Washington Trust Advisors
Massachusetts
$7.08K +$415 +7 +6%
PTC
461
Private Trust Company
Ohio
$6.27K
QC
462
Quent Capital
New York
$5.88K
IGWM
463
ICA Group Wealth Management
Colorado
$5.8K
AF
464
Advisornet Financial
Minnesota
$5.8K +$948 +16 +19%
DIP
465
DT Investment Partners
Pennsylvania
$5.65K
SC
466
Schubert & Co
Texas
$5.4K +$830 +14 +18%
VCM
467
Versant Capital Management
Arizona
$5.04K
FMP
468
Financial Management Professionals
Texas
$5K
SIC
469
Salem Investment Counselors
North Carolina
$4.64K
LF
470
Lee Financial
Texas
$4.41K
RTL
471
Red Tortoise LLC
Georgia
$3.6K
ME
472
McIlrath & Eck
Washington
$3.54K
SWA
473
Sutton Wealth Advisors
Florida
$3.54K
HI
474
Harbour Investments
Wisconsin
$3.48K
ZB
475
Zions Bancorporation
Utah
$3.19K

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.