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Lowe's Companies

973 hedge funds and large institutions have $39.1B invested in Lowe's Companies in 2013 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 293 increasing their positions, 429 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 66

15% more call options, than puts

Call options by funds: $461M | Put options by funds: $402M

5% more funds holding

Funds holding: 925973 (+48)

1% more capital invested

Capital invested by funds: $38.7B → $39.1B (+$427M)

1.76% less ownership

Funds ownership: 77.75%75.98% (-1.8%)

22% less funds holding in top 10

Funds holding in top 10: 4938 (-11)

32% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 429

Holders
973
Holders Change
+48
Holders Change %
+5.19%
% of All Funds
28.24%
Holding in Top 10
38
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-22.45%
% of All Funds
1.1%
New
126
Increased
293
Reduced
429
Closed
66
Calls
$461M
Puts
$402M
Net Calls
+$58.9M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Evercore Wealth Management
New York
$7.38M -$310K -6,383 -4%
Nomura Asset Management
327
Nomura Asset Management
Japan
$7.26M -$483K -9,950 -6%
GAM
328
Gotham Asset Management
New York
$7.09M -$688K -14,155 -9%
FNFDCM
329
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.07M +$22.8K +470 +0.3%
MWAC
330
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.04M -$6.31M -129,912 -48%
MIS
331
Morningstar Investment Services
Illinois
$7.04M +$830K +17,072 +14%
BFS
332
Bradley Foster & Sargent
Connecticut
$6.94M +$5.68K +117 +0.1%
B
333
Baird
Wisconsin
$6.82M -$16.2K -334 -0.2%
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$6.77M +$5.96M +122,609 +869%
AO
335
Allen Operations
New York
$6.73M
SL
336
SIB LLC
New York
$6.72M
FWIA
337
Fort Washington Investment Advisors
Ohio
$6.63M +$8.5K +175 +0.1%
CA
338
Cullinan Associates
Kentucky
$6.62M -$4.93M -101,492 -43%
MCM
339
Munder Capital Management
Michigan
$6.58M -$3.32M -68,415 -34%
EAM
340
Eventide Asset Management
Massachusetts
$6.53M +$6.4M +131,800 New
GT
341
Glenview Trust
Kentucky
$6.49M +$6.37M +131,072 New
CIA
342
CCM Investment Advisers
South Carolina
$6.49M -$333K -6,850 -5%
CEP
343
Chicago Equity Partners
Illinois
$6.49M -$3.59M -73,898 -36%
BCAM
344
Boston Common Asset Management
Massachusetts
$6.41M -$1.36M -27,985 -18%
Luther King Capital Management (LKCM)
345
Luther King Capital Management (LKCM)
Texas
$6.39M -$95.5K -1,965 -2%
KPCM
346
Kings Point Capital Management
New York
$6.33M +$201K +4,139 +3%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$6.3M -$132K -2,725 -2%
CAM
348
Capstone Asset Management
Texas
$6.26M -$3.14M -64,660 -34%
NSAM
349
North Star Asset Management
Wisconsin
$6.15M -$172K -3,530 -3%
SIRP
350
Shelter Insurance Retirement Plan
Missouri
$6.14M

LOW Hedge Fund Activity: Q4 2013 in Review

973 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q4 2013, worth a combined $39.1B — up 1.1% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new LOW positions and 66 closed out — a net gain of 60 holders — while 293 added to existing stakes and 429 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $395M. The largest seller was Wellington Management Group, cutting an estimated $776M.

  • 973 institutional investors held Lowe's Companies (LOW) as of Q4 2013, up from 925 in Q3 2013.
  • Funds reported $39.1B of Lowe's Companies stock for Q4 2013, up 1.1% quarter-over-quarter.
  • 126 funds opened new Lowe's Companies positions in Q4 2013 and 66 closed out, a net change of +60 holders.
  • The largest Lowe's Companies buyer in Q4 2013 was Winslow Capital Management, an estimated $395M added.
  • The largest Lowe's Companies seller in Q4 2013 was Wellington Management Group, an estimated $776M sold.

Based on aggregated 13F filings for Q4 2013.