Loews
425 hedge funds and large institutions have $10.2B invested in Loews in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 156 reducing their positions, and 54 closing their positions.
23% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $2.32M
0.71% more ownership
Funds ownership: 59.11% → 59.81% (+0.71%)
3% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 156
6% less funds holding
Funds holding: 451 → 425 (-26)
8% less capital invested
Capital invested by funds: $11B → $10.2B (-$840M)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
37% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$96.1M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$82.1M |
| 3 |
Eagle Capital Management (New York)
New York
|
+$51.9M |
| 4 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$45.2M |
| 5 |
Bank of New York Mellon
New York
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$63.5M |
| 2 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$54.5M |
| 3 |
Neuberger Berman Group
New York
|
-$46.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$23.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$26K | -545 | Closed |
|
|
BCMIO
477
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$25K | -525 | Closed |
|
|
PVH
478
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$21K | -430 | Closed |
|
|
ASN
479
Advisory Services Network
Atlanta,
Georgia
| – | -$19K | -390 | Closed |
|
L Hedge Fund Activity: Q1 2014 in Review
425 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q1 2014, worth a combined $10.2B — down 7.6% from $11B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of L and 34 opened new positions — a net loss of 20 holders — while 156 trimmed existing stakes and 151 added.
The largest buyer was JP Morgan Chase, adding an estimated $96.1M. The largest seller was Davis Selected Advisers, cutting an estimated $63.5M.
- 425 institutional investors held Loews (L) as of Q1 2014, down from 451 in Q4 2013.
- Funds reported $10.2B of Loews stock for Q1 2014, down 7.6% quarter-over-quarter.
- 34 funds opened new Loews positions in Q1 2014 and 54 closed out, a net change of -20 holders.
- The largest Loews buyer in Q1 2014 was JP Morgan Chase, an estimated $96.1M added.
- The largest Loews seller in Q1 2014 was Davis Selected Advisers, an estimated $63.5M sold.
Based on aggregated 13F filings for Q1 2014.