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450 hedge funds and large institutions have $9.66B invested in Loews in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 148 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.01M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $8.43B → $9.66B (+$1.22B)

5% more funds holding

Funds holding: 429450 (+21)

0.1% less ownership

Funds ownership: 61.32%61.22% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 157

Holders
450
Holders Change
+21
Holders Change %
+4.9%
% of All Funds
11.25%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.23%
New
62
Increased
148
Reduced
157
Closed
35
Calls
$2.34M
Puts
$1.01M
Net Calls
+$1.33M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.11B -$37.3M -849,728 -3%
JP Morgan Chase
2
JP Morgan Chase
New York
$901M -$16.4M -374,601 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$825M +$18.1M +413,114 +2%
State Street
4
State Street
Massachusetts
$605M +$54.9M +1,251,493 +11%
Norges Bank
5
Norges Bank
Norway
$534M -$118M -2,695,875 -19%
Boston Partners
6
Boston Partners
Massachusetts
$367M +$48.6M +1,107,034 +16%
BIT
7
BlackRock Institutional Trust
California
$353M +$12.8M +292,149 +4%
Principal Financial Group
8
Principal Financial Group
Iowa
$278M -$7.48M -170,400 -3%
DSA
9
Davis Selected Advisers
Arizona
$259M +$4.85M +110,449 +2%
BFA
10
BlackRock Fund Advisors
California
$243M +$28.4M +646,937 +14%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$209M +$8.72M +198,759 +5%
Wells Fargo
12
Wells Fargo
California
$180M +$2.91M +66,359 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$160M +$455K +10,374 +0.3%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$155M +$2.78M +63,300 +2%
Northern Trust
15
Northern Trust
Illinois
$148M -$4.91M -111,910 -3%
KP
16
Kiltearn Partners
United Kingdom
$139M +$8.95M +203,900 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$117M +$6.16M +140,489 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$110M +$2.04M +46,387 +2%
BG
19
BlackRock Group
United Kingdom
$106M +$6.2M +141,222 +7%
Artisan Partners
20
Artisan Partners
Wisconsin
$98.6M -$4.31M -98,134 -4%
Invesco
21
Invesco
Georgia
$96.6M -$19M -432,687 -17%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$91.7M -$2.88M -65,674 -3%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$81.5M -$1.01M -23,099 -1%
DSC
24
Donald Smith & Co
New York
$74.5M -$18.3M -418,110 -21%
Legal & General Group
25
Legal & General Group
United Kingdom
$67M +$405K +9,225 +0.6%

L Hedge Fund Activity: Q4 2016 in Review

450 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Loews (L) for Q4 2016, worth a combined $9.66B — up 15% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new L positions and 35 closed out — a net gain of 27 holders — while 148 added to existing stakes and 157 trimmed.

The largest buyer was State Street, adding an estimated $54.9M. The largest seller was Norges Bank, cutting an estimated $118M.

  • 450 institutional investors held Loews (L) as of Q4 2016, up from 429 in Q3 2016.
  • Funds reported $9.66B of Loews stock for Q4 2016, up 15% quarter-over-quarter.
  • 62 funds opened new Loews positions in Q4 2016 and 35 closed out, a net change of +27 holders.
  • The largest Loews buyer in Q4 2016 was State Street, an estimated $54.9M added.
  • The largest Loews seller in Q4 2016 was Norges Bank, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2016.