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Lowe's Companies

924 hedge funds and large institutions have $38.7B invested in Lowe's Companies in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 258 increasing their positions, 437 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 48

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

18% more call options, than puts

Call options by funds: $646M | Put options by funds: $547M

16% more capital invested

Capital invested by funds: $33.5B → $38.7B (+$5.25B)

5% more funds holding

Funds holding: 877924 (+47)

0.86% more ownership

Funds ownership: 76.88%77.74% (+0.86%)

41% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 437

Holders
924
Holders Change
+47
Holders Change %
+5.36%
% of All Funds
29.96%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.59%
New
105
Increased
258
Reduced
437
Closed
48
Calls
$646M
Puts
$547M
Net Calls
+$99.8M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
SSM
51
Sound Shore Management
Connecticut
$124M -$4.85M -106,889 -4%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$121M -$1.21M -26,643 -1%
SIG
53
Senator Investment Group
New York
$119M +$68.1M +1,500,000 +150%
Charles Schwab
54
Charles Schwab
California
$116M +$2.96M +65,300 +3%
Principal Financial Group
55
Principal Financial Group
Iowa
$116M -$5.35M -117,873 -5%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$115M -$12.3M -271,546 -10%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$112M -$5.95M -131,032 -5%
SBAM
58
Santa Barbara Asset Management
California
$112M -$7.63M -168,209 -7%
HCM
59
Hoplite Capital Management
New York
$109M +$104M +2,291,005 New
Deutsche Bank
60
Deutsche Bank
Germany
$109M -$9.33M -205,604 -8%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$103M +$7.93M +174,700 +9%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$102M +$2.89M +63,668 +3%
LPC
63
Lone Pine Capital
Connecticut
$101M +$96M +2,114,588 New
SCM
64
Scout Capital Management
New York
$97.6M +$93M +2,050,000 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$97M +$38.6M +850,464 +72%
MC
66
Maverick Capital
Texas
$96.6M -$221M -4,862,633 -71%
CS
67
Credit Suisse
Switzerland
$94.8M -$15.6M -344,134 -15%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$93.2M +$2.74M +60,462 +3%
SPC
69
Slate Path Capital
New York
$90M
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$89.5M +$722K +15,912 +0.9%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$89.3M -$4.16M -91,659 -5%
USAA
72
United Services Automobile Association
Texas
$88.9M -$10.2M -224,572 -11%
TAM
73
Third Avenue Management
New York
$87.8M -$63.5K -1,400 -0.1%
PPA
74
Parametric Portfolio Associates
Washington
$87.3M -$833K -18,358 -1%
William Blair & Company
75
William Blair & Company
Illinois
$87.2M +$21.5M +473,633 +35%

LOW Hedge Fund Activity: Q3 2013 in Review

924 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2013, worth a combined $38.7B — up 16% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LOW positions and 48 closed out — a net gain of 57 holders — while 258 added to existing stakes and 437 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $789M. The largest seller was Fidelity Investments, cutting an estimated $442M.

  • 924 institutional investors held Lowe's Companies (LOW) as of Q3 2013, up from 877 in Q2 2013.
  • Funds reported $38.7B of Lowe's Companies stock for Q3 2013, up 16% quarter-over-quarter.
  • 105 funds opened new Lowe's Companies positions in Q3 2013 and 48 closed out, a net change of +57 holders.
  • The largest Lowe's Companies buyer in Q3 2013 was Viking Global Investors, an estimated $789M added.
  • The largest Lowe's Companies seller in Q3 2013 was Fidelity Investments, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2013.