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Lowe's Companies

1,078 hedge funds and large institutions have $53.3B invested in Lowe's Companies in 2015 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 352 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

58% more call options, than puts

Call options by funds: $491M | Put options by funds: $310M

6% more capital invested

Capital invested by funds: $50.5B → $53.3B (+$2.82B)

4% more funds holding

Funds holding: 1,0401,078 (+38)

1.78% less ownership

Funds ownership: 76.09%74.31% (-1.8%)

10% less funds holding in top 10

Funds holding in top 10: 8173 (-8)

26% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 476

Holders
1,078
Holders Change
+38
Holders Change %
+3.65%
% of All Funds
28.72%
Holding in Top 10
73
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.88%
% of All Funds
1.94%
New
104
Increased
352
Reduced
476
Closed
51
Calls
$491M
Puts
$310M
Net Calls
+$181M
Net Calls Change
+$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
726
Aull & Monroe Investment Management
Alabama
$842K -$28.7K -400 -3%
HFM
727
Hartford Financial Management
Connecticut
$842K +$26.9K +375 +3%
WA
728
WESPAC Advisors
California
$839K +$808K +11,273 New
SW
729
SVB Wealth
Massachusetts
$838K +$26.6K +371 +3%
CBN
730
Cadence Bank NA
Texas
$825K +$17.2K +240 +2%
CWM
731
Concert Wealth Management
California
$823K +$431K +6,009 +56%
CG
732
Clinton Group
New York
$814K +$537K +7,494 +217%
ATC
733
Adirondack Trust Company
New York
$813K
PVH
734
Psagot Value Holdings
Israel
$813K +$574K +8,013 +274%
FAAS
735
First Allied Advisory Services
California
$811K +$9.89K +138 +1%
FSA
736
Franklin Street Advisors
North Carolina
$809K +$145K +2,020 +23%
WC
737
Woodstock Corp
Massachusetts
$808K
HVIA
738
Hudson Valley Investment Advisors
New York
$807K +$32.3K +450 +4%
NIMI
739
Natixis Investment Managers International
France
$807K +$168K +2,342 +28%
GA
740
Geneva Advisors
Illinois
$799K -$48.4K -675 -6%
TIA
741
Tiemann Investment Advisors
California
$799K -$7.17K -100 -0.9%
CK
742
Carnick & Kubik
Colorado
$794K -$19.7K -275 -3%
AI
743
Atria Investments
North Carolina
$793K -$479K -6,682 -39%
WHG
744
Westwood Holdings Group
Texas
$789K
FPFS
745
First Personal Financial Services
North Carolina
$788K -$95.1K -1,327 -11%
FCMC
746
Founders Capital Management (Connecticut)
Connecticut
$782K
BHC
747
Bowen Hanes & Co
Florida
$781K -$209K -2,909 -22%
CPSAC
748
Chas P. Smith & Associates (CPS)
Florida
$765K
FAM
749
Formidable Asset Management
Ohio
$762K -$21.1K -295 -3%
HCM
750
Harvey Capital Management
Florida
$758K -$143K -2,000 -16%

LOW Hedge Fund Activity: Q1 2015 in Review

1,078 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2015, worth a combined $53.3B — up 5.6% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new LOW positions and 51 closed out — a net gain of 53 holders — while 352 added to existing stakes and 476 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $424M. The largest seller was Wellington Management Group, cutting an estimated $542M.

  • 1,078 institutional investors held Lowe's Companies (LOW) as of Q1 2015, up from 1,040 in Q4 2014.
  • Funds reported $53.3B of Lowe's Companies stock for Q1 2015, up 5.6% quarter-over-quarter.
  • 104 funds opened new Lowe's Companies positions in Q1 2015 and 51 closed out, a net change of +53 holders.
  • The largest Lowe's Companies buyer in Q1 2015 was Lone Pine Capital, an estimated $424M added.
  • The largest Lowe's Companies seller in Q1 2015 was Wellington Management Group, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2015.