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537 hedge funds and large institutions have $8.14B invested in Loews in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 157 increasing their positions, 196 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 23

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 499537 (+38)

5% more capital invested

Capital invested by funds: $7.72B → $8.14B (+$423M)

0.13% less ownership

Funds ownership: 57.05%56.93% (-0.13%)

20% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 196

32% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $6.68M

Holders
537
Holders Change
+38
Holders Change %
+7.62%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
67
Increased
157
Reduced
196
Closed
23
Calls
$4.57M
Puts
$6.68M
Net Calls
-$2.12M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
476
Heritage Wealth Advisors
Virginia
$14.5K
IAS
477
IMA Advisory Services
Colorado
$13.4K
BCMLT
478
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
TSWM
479
Tyler-Stone Wealth Management
Ohio
$11K
SFG
480
Steward Financial Group
Texas
$10K +$10.2K +163 New
JWA
481
JFS Wealth Advisors
Pennsylvania
$9.81K +$1.62K +26 +20%
BBHC
482
Brown Brothers Harriman & Co
New York
$9.69K -$1.18K -19 -11%
DGAM
483
Desjardins Global Asset Management
Quebec, Canada
$9.56K -$136K -2,177 -94%
MCM
484
MV Capital Management
Maryland
$8.67K
SWM
485
Sugarloaf Wealth Management
Georgia
$7.79K
VCM
486
Versant Capital Management
Arizona
$7.28K
SWA
487
Sutton Wealth Advisors
Florida
$7.15K +$3.24K +52 +85%
PTC
488
Private Trust Company
Ohio
$6.84K
VWM
489
Venturi Wealth Management
Texas
$6.58K +$6.11K +98 +1,633%
QC
490
Quent Capital
New York
$6.43K
DIP
491
DT Investment Partners
Pennsylvania
$5.95K
IA
492
IFP Advisors
Florida
$5.63K -$10.9K -175 -66%
SIC
493
Salem Investment Counselors
North Carolina
$5.07K
FMP
494
Financial Management Professionals
Texas
$5K
ADL
495
Asset Dedication LLC
California
$5K +$5.3K +85 New
LF
496
Lee Financial
Texas
$4.81K
AFG
497
Albion Financial Group
Utah
$4.75K +$4.67K +75 New
HI
498
Harbour Investments
Wisconsin
$4.18K +$374 +6 +10%
RTL
499
Red Tortoise LLC
Georgia
$3.92K
ME
500
McIlrath & Eck
Washington
$3.86K