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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
HTC
676
Haverford Trust Company
Pennsylvania
$738K +$66.6K +1,370 +10%
Rafferty Asset Management
677
Rafferty Asset Management
New York
$738K +$340K +7,002 +89%
CIA
678
Choate Investment Advisors
Massachusetts
$735K +$95.5K +1,965 +15%
PWLP
679
Prio Wealth Limited Partnership
Massachusetts
$734K -$4.86K -100 -0.7%
SFSIG
680
San Francisco Sentry Investment Group
California
$733K
FIM
681
Fruth Investment Management
Texas
$731K +$9.72K +200 +1%
HS
682
HighVista Strategies
Massachusetts
$731K +$717K +14,755 New
WA
683
Winfield Associates
Ohio
$728K +$714K +14,700 New
MHIM
684
MacNealy Hoover Investment Management
Ohio
$726K +$712K +14,650 New
AWS
685
Aris Wealth Services
Pennsylvania
$725K +$24.9K +513 +4%
PA
686
Pinnacle Associates
New York
$724K -$23.2K -477 -3%
PAI
687
Pittenger & Anderson Inc
Nebraska
$719K +$89.6K +1,845 +15%
SCM
688
SOL Capital Management
Maryland
$716K
TNBTD
689
Trustmark National Bank Trust Department
Mississippi
$708K -$8.5K -175 -1%
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$708K +$17K +350 +3%
GF
691
Gerstein Fisher
New York
$708K +$382K +7,869 +122%
GIP
692
Granite Investment Partners
California
$704K -$9.72K -200 -1%
EFSCE
693
Enterprise Financial Services Corp (EFSC)
Missouri
$698K -$12.1K -250 -2%
RC
694
RBO & Co
California
$694K -$1.02M -21,000 -60%
SNT
695
Security National Trust
West Virginia
$692K +$84.3K +1,735 +14%
CPA
696
Court Place Advisors
Maryland
$692K +$679K +13,964 New
Jennison Associates
697
Jennison Associates
New York
$687K +$674K +13,873 New
PTB
698
Pioneer Trust Bank
Oregon
$682K -$22.8K -470 -3%
WA
699
Waverly Advisors
Alabama
$678K
III
700
Independent Investors Inc
New York
$673K

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.