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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
YIA
626
YHB Investment Advisors
Connecticut
$961K +$3.25K +67 +0.3%
WTIM
627
Wilmington Trust Investment Management
Delaware
$957K -$63.2K -1,300 -6%
DADC
628
D.A. Davidson & Co
Montana
$957K +$310K +6,387 +49%
CI
629
Constellation Investments
Ohio
$951K +$63.2K +1,300 +7%
RBC
630
Ronald Blue & Co
Georgia
$941K +$176K +3,625 +24%
NAM
631
NorthCoast Asset Management
Connecticut
$937K
SAM
632
Sequent Asset Management
Texas
$931K
BMC
633
Benin Management Corp
Connecticut
$929K -$117K -2,400 -11%
DekaBank Deutsche Girozentrale
634
DekaBank Deutsche Girozentrale
Germany
$929K +$126K +2,600 +16%
FTIOP
635
Fiduciary Trust International of Pennsylvania
Pennsylvania
$926K -$25.5K -525 -3%
AI
636
Atria Investments
North Carolina
$912K +$33.5K +689 +4%
LBC
637
Lowe Brockenbrough & Co
Virginia
$911K -$45.5K -937 -5%
PTC
638
Private Trust Company
Ohio
$906K +$331K +6,819 +59%
BO
639
Bank OZK
Arkansas
$895K +$42.3K +871 +5%
VCM
640
Vigilant Capital Management
Maine
$892K +$875K +18,000 New
MYAM
641
Meiji Yasuda Asset Management
Japan
$884K +$135K +2,780 +18%
BIM
642
Baldwin Investment Management
Pennsylvania
$878K
TTWM
643
TCV Trust & Wealth Management
Virginia
$866K +$41.3K +850 +5%
TNB
644
Thomasville National Bank
Georgia
$862K -$93.5K -1,925 -10%
FNT
645
First National Trust
Pennsylvania
$852K +$2.43K +50 +0.3%
STB
646
S&T Bank
Pennsylvania
$851K
CBB
647
Citizens Business Bank
California
$849K +$294K +6,049 +55%
IIM
648
Ivory Investment Management
New York
$847K +$831K +17,094 New
UFG
649
United Fire Group
Iowa
$842K
DCM
650
Dynamic Capital Management
Jersey
$838K +$822K +16,907 New

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.