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421 hedge funds and large institutions have $7.73B invested in Loews in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 165 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

5% more funds holding

Funds holding: 400421 (+21)

3.43% more ownership

Funds ownership: 57.63%61.06% (+3.4%)

5% less capital invested

Capital invested by funds: $8.11B → $7.73B (-$386M)

24% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 165

92% less call options, than puts

Call options by funds: $21K | Put options by funds: $275K

Holders
421
Holders Change
+21
Holders Change %
+5.25%
% of All Funds
11.22%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
51
Increased
126
Reduced
165
Closed
26
Calls
$21K
Puts
$275K
Net Calls
-$254K
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$875M +$37.3M +1,013,340 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$735M -$18.5M -501,451 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$626M +$4.42M +120,183 +0.7%
Norges Bank
4
Norges Bank
Norway
$577M +$123M +3,341,364 +28%
State Street
5
State Street
Massachusetts
$453M -$19.5M -530,864 -4%
BIT
6
BlackRock Institutional Trust
California
$271M -$13.8M -374,060 -5%
Principal Financial Group
7
Principal Financial Group
Iowa
$242M -$5.49M -149,145 -2%
DSA
8
Davis Selected Advisers
Arizona
$233M -$11M -298,154 -5%
Boston Partners
9
Boston Partners
Massachusetts
$193M +$8.44M +229,293 +5%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$177M -$8.33M -226,358 -5%
BFA
11
BlackRock Fund Advisors
California
$160M -$13M -354,542 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$130M -$561K -15,239 -0.4%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$127M +$9.83M +267,100 +9%
Northern Trust
14
Northern Trust
Illinois
$122M -$5.61M -152,483 -5%
Wells Fargo
15
Wells Fargo
California
$114M +$15.4M +418,544 +16%
KP
16
Kiltearn Partners
United Kingdom
$113M -$9.64M -262,100 -8%
Artisan Partners
17
Artisan Partners
Wisconsin
$100M -$16.6M -452,124 -15%
Invesco
18
Invesco
Georgia
$99.8M +$18.9M +513,376 +25%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$92.6M -$6.49M -176,517 -7%
AGA
20
Altrinsic Global Advisors
Connecticut
$86.4M +$3.15M +85,660 +4%
MAMU
21
Marathon Asset Management (UK)
United Kingdom
$80.1M -$5.88M -159,848 -7%
BG
22
BlackRock Group
United Kingdom
$79.2M -$2.69M -73,100 -3%
DSC
23
Donald Smith & Co
New York
$78.4M +$232K +6,312 +0.3%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$59.9M +$1.02M +27,597 +2%
TSW
25
Thompson Siegel & Walmsley
Virginia
$59.4M +$7.11M +193,171 +14%

L Hedge Fund Activity: Q1 2016 in Review

421 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q1 2016, worth a combined $7.73B — down 4.8% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new L positions and 26 closed out — a net gain of 25 holders — while 126 added to existing stakes and 165 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $281M sold.

  • 421 institutional investors held Loews (L) as of Q1 2016, up from 400 in Q4 2015.
  • Funds reported $7.73B of Loews stock for Q1 2016, down 4.8% quarter-over-quarter.
  • 51 funds opened new Loews positions in Q1 2016 and 26 closed out, a net change of +25 holders.
  • The largest Loews buyer in Q1 2016 was Norges Bank, an estimated $123M added.
  • The largest Loews seller in Q1 2016 was Americafirst Capital Management, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2016.