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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
DD
701
Dominick & Dominick
New York
$669K -$107K -2,200 -14%
CIC
702
Chilton Investment Company
Connecticut
$667K -$2.8M -57,600 -81%
GLA
703
Great Lakes Advisors
Illinois
$656K +$88.1K +1,813 +16%
RJT
704
Raymond James Trust
Florida
$655K -$19.2K -396 -3%
CB
705
Chemical Bank
Michigan
$648K
ATC
706
Adirondack Trust Company
New York
$641K -$4.86K -100 -0.8%
HCM
707
Harvey Capital Management
Florida
$639K -$19.2K -395 -3%
WIL
708
Winifred I. Li
$637K -$194 -4 -0%
VNA
709
VNBTrust National Association
Virginia
$637K +$729 +15 +0.1%
ACM
710
Apex Capital Management
Ohio
$634K
SC
711
Skylands Capital
Wisconsin
$629K +$617K +12,700 New
BC
712
Burney Company
Virginia
$628K -$52.7K -1,085 -8%
AMIM
713
Aull & Monroe Investment Management
Alabama
$627K -$4.86K -100 -0.8%
FCCM
714
First City Capital Management
Georgia
$624K -$35.2K -725 -5%
MCM
715
Matarin Capital Management
New York
$619K +$253K +5,214 +72%
BG
716
Bollard Group
Massachusetts
$619K +$406K +8,360 +202%
BP
717
Banyan Partners
Florida
$610K -$430K -8,852 -42%
HPA
718
Hilltop Park Associates
New York
$595K +$583K +12,000 New
MCM
719
Maryland Capital Management
Maryland
$588K +$12.6K +260 +2%
CCFCSB
720
Cape Cod Five Cents Savings Bank
Massachusetts
$587K +$9.72K +200 +2%
FAM
721
Formidable Asset Management
Ohio
$585K -$6.07K -125 -1%
BFM
722
Boston Financial Management
Massachusetts
$582K +$27.2K +560 +5%
WS
723
Wedbush Securities
California
$577K +$680 +14 +0.1%
ELC
724
Edgar Lomax Company
Virginia
$574K -$12.7M -260,873 -96%
CAM
725
Carret Asset Management
New York
$574K +$16.6K +342 +3%

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.