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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
CIBC World Market
451
CIBC World Market
Ontario, Canada
$2.75M +$2.1M +43,268 +353%
PSUF
452
People's United Financial
Connecticut
$2.74M -$140K -2,890 -5%
BCM
453
BTR Capital Management
California
$2.73M -$60.7K -1,250 -2%
BFIM
454
Beese Fulmer Investment Management
Ohio
$2.71M -$26.7K -550 -1%
FNT
455
First Nebraska Trust
Nebraska
$2.7M -$29.2K -601 -1%
ECM
456
ETrade Capital Management
Virginia
$2.67M -$514K -10,578 -16%
DY
457
Dowling & Yahnke
California
$2.67M +$34K +700 +1%
MIM
458
Midwest Investment Management
Ohio
$2.62M +$45.4K +935 +2%
KCP
459
KDI Capital Partners
North Carolina
$2.6M +$2.55M +52,500 New
SFM
460
Systematic Financial Management
New Jersey
$2.57M
RNS
461
Robert N. Shapiro
$2.55M -$133K -2,740 -5%
FAT
462
First American Trust
California
$2.54M -$41.7K -859 -2%
PIA
463
Piedmont Investment Advisors
North Carolina
$2.54M -$305K -6,281 -11%
AWM
464
Altavista Wealth Management
North Carolina
$2.54M -$709K -14,600 -22%
VV
465
Verity & Verity
South Carolina
$2.5M -$253K -5,214 -9%
Mirae Asset Global Investments
466
Mirae Asset Global Investments
South Korea
$2.49M +$1.36M +28,053 +127%
V
467
Veritable
Delaware
$2.48M -$156K -3,217 -6%
AAM
468
Auxier Asset Management
Oregon
$2.48M -$9.72K -200 -0.4%
CCM
469
Compton Capital Management
Rhode Island
$2.44M -$14.6K -300 -0.6%
APFBOT
470
Amica Pension Fund Board of Trustees
Rhode Island
$2.43M
SC
471
Scotia Capital
Ontario, Canada
$2.43M +$92.9K +1,912 +4%
LIA
472
LS Investment Advisors
Michigan
$2.39M +$226K +4,649 +11%
ICOM
473
Investment Counselors of Maryland
Maryland
$2.37M -$32.8K -675 -1%
MC
474
Martin & Co
Tennessee
$2.36M +$1.22K +25 +0.1%
BHWM
475
Bar Harbor Wealth Management
New Hampshire
$2.35M -$379K -7,795 -14%

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.