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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
KIA
426
KCM Investment Advisors
California
$3.21M -$226K -4,650 -7%
FFBTD
427
First Financial Bank - Trust Division
Ohio
$3.19M -$8.55K -176 -0.3%
LMGAM
428
Liberty Mutual Group Asset Management
Massachusetts
$3.13M -$21.6K -444 -0.7%
SAS
429
Spectrum Advisory Services
Georgia
$3.08M -$6.61K -136 -0.2%
BFA
430
Bragg Financial Advisors
North Carolina
$3.06M +$75.3K +1,550 +3%
AIP
431
Ameritas Investment Partners
Nebraska
$3.02M -$16.1K -332 -0.5%
Creative Planning
432
Creative Planning
Kansas
$2.99M +$235K +4,830 +9%
NCMG
433
NCM Capital Management Group
North Carolina
$2.98M
TBA
434
Tower Bridge Advisors
Pennsylvania
$2.98M -$40.1K -825 -1%
NSEDCP
435
NJ State Employees Deferred Compensation Plan
New Jersey
$2.97M
JFGIW
436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.96M -$348K -7,166 -11%
PP
437
Prudential plc
United Kingdom
$2.95M -$280K -5,759 -9%
TU
438
TDAM USA
Ontario, Canada
$2.95M +$2.01M +41,329 +228%
WB
439
WesBanco Bank
West Virginia
$2.89M +$70.8K +1,458 +3%
TCOV
440
Trust Company of Vermont
Vermont
$2.87M -$80.7K -1,660 -3%
CFA
441
Carroll Financial Associates
North Carolina
$2.85M +$195K +4,021 +8%
DBIA
442
Dumont & Blake Investment Advisors
New Jersey
$2.85M -$96.5K -1,985 -3%
DP
443
Dearborn Partners
Illinois
$2.83M -$9.18K -189 -0.3%
TSWM
444
Triangle Securities Wealth Management
North Carolina
$2.82M -$106K -2,183 -4%
FA
445
FDx Advisors
Illinois
$2.81M +$358K +7,366 +15%
PAM
446
Peninsula Asset Management
Florida
$2.81M +$36.4K +750 +1%
GMIM
447
General Motors Investment Management
New York
$2.81M +$403K +8,296 +17%
PCA
448
Personal Capital Advisors
California
$2.79M +$2.73M +56,209 New
Jones Financial Companies
449
Jones Financial Companies
Missouri
$2.78M +$197K +4,055 +8%
CTC
450
Central Trust Company
Missouri
$2.77M +$2.53K +52 +0.1%

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.