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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
WCM
501
Westend Capital Management
California
$1.99M +$1.95M +40,173 New
OMC
502
Overbrook Management Corp
New York
$1.99M -$454K -9,342 -19%
AF
503
Ally Financial
Michigan
$1.98M +$1.94M +40,000 New
GIM
504
Greylin Investment Management
Virginia
$1.98M -$32.3K -665 -2%
BFG
505
Beacon Financial Group
Texas
$1.98M -$286K -5,886 -13%
PCM
506
Princeton Capital Management
New Jersey
$1.96M +$55.7K +1,146 +3%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$1.95M +$18.3K +376 +1%
EAM
508
EULAV Asset Management
Florida
$1.93M
PP
509
Patten & Patten
Tennessee
$1.92M -$23.1K -475 -1%
LI
510
LMCG Investments
Massachusetts
$1.92M -$3.64K -75 -0.2%
QI
511
QS Investors
New York
$1.9M -$77.7K -1,600 -4%
FUBT
512
First United Bank & Trust
Maryland
$1.87M -$117K -2,400 -6%
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.83M -$21.2K -437 -1%
MERSOM
514
Municipal Employees' Retirement System of Michigan
Michigan
$1.83M
WF
515
Welch & Forbes
Massachusetts
$1.83M -$14.6K -300 -0.8%
CLM
516
ClearBridge LLC (Maryland)
Maryland
$1.81M -$2.43M -50,000 -58%
AII
517
AGF Investments Inc
Ontario, Canada
$1.79M +$1.75M +36,100 New
PGIM
518
Pacific Global Investment Management
California
$1.79M +$1.02K +21 +0.1%
DL
519
Delta Lloyd
Netherlands
$1.75M +$296K +6,100 +21%
CHC
520
City Holding Co
West Virginia
$1.75M +$1.71M +35,272 New
SFSG
521
Stearns Financial Services Group
North Carolina
$1.74M -$192K -3,954 -10%
Cambridge Investment Research Advisors
522
Cambridge Investment Research Advisors
Iowa
$1.73M -$156K -3,204 -8%
IMOV
523
Investment Management of Virginia
Virginia
$1.72M -$47.6K -980 -3%
GJIC
524
Gamble Jones Investment Counsel
California
$1.71M -$162K -3,325 -9%
HCM
525
Horrell Capital Management
Arkansas
$1.7M -$15.4K -317 -0.9%

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.