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Lowe's Companies

1,449 hedge funds and large institutions have $57B invested in Lowe's Companies in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 490 increasing their positions, 542 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 53

76% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $811M

43% more funds holding in top 10

Funds holding in top 10: 4970 (+21)

16% more capital invested

Capital invested by funds: $49.2B → $57B (+$7.76B)

13% more funds holding

Funds holding: 1,2811,449 (+168)

0.11% more ownership

Funds ownership: 73.82%73.93% (+0.11%)

10% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 542

Holders
1,449
Holders Change
+168
Holders Change %
+13.11%
% of All Funds
32.86%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.59%
New
233
Increased
490
Reduced
542
Closed
53
Calls
$1.43B
Puts
$811M
Net Calls
+$614M
Net Calls Change
+$484M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
526
Wealthstreet Investment Advisors
Texas
$4.17M +$3.71M +44,891 New
SIA
527
SeaBridge Investment Advisors
New Jersey
$4.15M +$108K +1,311 +3%
RBA
528
Richard Bernstein Advisors
New York
$4.1M +$453K +5,483 +14%
MC
529
Middleton & Co
Massachusetts
$4.09M -$1.68M -20,350 -32%
FM
530
Foster & Motley
Ohio
$4.06M -$183K -2,212 -5%
BCMO
531
Buckingham Capital Management (Ohio)
Ohio
$4.06M +$219K +2,644 +6%
BFO
532
Boston Family Office
Massachusetts
$4.05M -$136K -1,645 -4%
AIA
533
Allied Investment Advisors
Montana
$4.04M +$3.6M +43,506 New
DBIA
534
Dumont & Blake Investment Advisors
New Jersey
$4.04M -$2.48K -30 -0.1%
VIA
535
Virtus Investment Advisers
Connecticut
$4M -$650K -7,860 -15%
ECM
536
EagleClaw Capital Management
Massachusetts
$3.99M +$339K +4,099 +11%
BFA
537
Bragg Financial Advisors
North Carolina
$3.96M -$19.6K -237 -0.6%
GIM
538
Goelzer Investment Management
Indiana
$3.93M +$5.46K +66 +0.2%
GIP
539
Greatmark Investment Partners
Georgia
$3.9M +$1.87M +22,645 +118%
TSWM
540
Triangle Securities Wealth Management
North Carolina
$3.87M -$109K -1,320 -3%
PTC
541
Private Trust Company
Ohio
$3.85M +$22.1K +267 +0.6%
SSA
542
Schonfeld Strategic Advisors
New York
$3.85M +$2.69M +32,507 +364%
MML Investors Services
543
MML Investors Services
Massachusetts
$3.82M +$667K +8,063 +24%
DIA
544
Dana Investment Advisors
Wisconsin
$3.82M -$82.3K -996 -2%
BA
545
Baugh & Associates
Georgia
$3.81M +$3.39M +40,974 New
WTC
546
WhitTier Trust Company
Nevada
$3.81M -$350K -4,230 -9%
DADC
547
D.A. Davidson & Co
Montana
$3.78M -$8.1M -98,028 -71%
MME
548
Meag Munich Ergo
Germany
$3.78M +$3.34M +40,431 New
MGIA
549
Moneta Group Investment Advisors
Missouri
$3.75M -$7.24M -87,613 -68%
OWD
550
Osborn Williams & Donohoe
Ohio
$3.75M -$53.7K -650 -2%

LOW Hedge Fund Activity: Q4 2017 in Review

1,449 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q4 2017, worth a combined $57B — up 16% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new LOW positions and 53 closed out — a net gain of 180 holders — while 490 added to existing stakes and 542 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $544M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $563M sold.

  • 1,449 institutional investors held Lowe's Companies (LOW) as of Q4 2017, up from 1,281 in Q3 2017.
  • Funds reported $57B of Lowe's Companies stock for Q4 2017, up 16% quarter-over-quarter.
  • 233 funds opened new Lowe's Companies positions in Q4 2017 and 53 closed out, a net change of +180 holders.
  • The largest Lowe's Companies buyer in Q4 2017 was Fidelity Investments, an estimated $544M added.
  • The largest Lowe's Companies seller in Q4 2017 was Greenhaven Associates, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2017.