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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.

New
Increased
Maintained
Reduced
Closed

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: 451425 (-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: 1612 (-4)

37% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 54

Holders
425
Holders Change
-26
Holders Change %
-5.76%
% of All Funds
12.28%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.35%
New
34
Increased
151
Reduced
156
Closed
54
Calls
$2.85M
Puts
$2.32M
Net Calls
+$524K
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southeastern Asset Management
Tennessee
$1.62B +$82.1M +1,834,092 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$699M +$96.1M +2,147,600 +16%
DSA
3
Davis Selected Advisers
Arizona
$658M -$63.5M -1,419,782 -9%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$655M +$51.9M +1,160,443 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$649M +$16.5M +367,722 +3%
State Street
6
State Street
Massachusetts
$593M -$23.2M -518,232 -4%
BIT
7
BlackRock Institutional Trust
California
$381M +$23.4M +524,116 +6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$267M -$29.6M -662,607 -10%
Principal Financial Group
9
Principal Financial Group
Iowa
$256M +$4.88M +108,984 +2%
Artisan Partners
10
Artisan Partners
Wisconsin
$233M -$277K -6,191 -0.1%
Boston Partners
11
Boston Partners
Massachusetts
$197M +$10.4M +231,825 +5%
CA
12
Cortland Advisers
Delaware
$192M -$15M -334,592 -7%
Northern Trust
13
Northern Trust
Illinois
$170M -$4.44M -99,249 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$166M +$28.5M +637,530 +20%
NIMC
15
NWQ Investment Management Company
California
$157M -$7.17M -160,223 -4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$144M -$125K -2,784 -0.1%
BFA
17
BlackRock Fund Advisors
California
$117M +$1.78M +39,830 +2%
SCP
18
Seizert Capital Partners
Michigan
$110M -$16.4M -366,688 -13%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$99.9M +$638K +14,264 +0.6%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$93.7M -$724K -16,190 -0.8%
RCWMU
21
Rothschild & Co Wealth Management (UK)
United Kingdom
$92.5M +$93.9M +2,098,810 New
WA
22
Wasatch Advisors
Utah
$92.4M -$463K -10,350 -0.5%
BG
23
BlackRock Group
United Kingdom
$90.1M -$570K -12,751 -0.6%
Axa
24
Axa
France
$87.3M +$2.99M +66,800 +3%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$80.2M -$46.6M -1,040,800 -36%

L Hedge Fund Activity: Q1 2014 in Review

425 of the 3,462 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.