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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
SCM
776
Shelton Capital Management
Colorado
$416K -$107K -2,200 -21%
CWA
777
Constellation Wealth Advisors
New York
$413K -$100K -2,060 -20%
SGAM
778
Steinberg Global Asset Management
Florida
$411K +$14.6K +301 +4%
BHBT
779
Burke & Herbert Bank & Trust
Virginia
$410K +$3.25K +67 +0.8%
JIM
780
Jupiter Investment Management
United Kingdom
$409K +$402K +8,271 New
KT
781
Kanaly Trust
Texas
$407K +$400K +8,224 New
Fuller & Thaler Asset Management
782
Fuller & Thaler Asset Management
California
$406K -$1.1M -22,700 -73%
WMC
783
Westwood Management Corporation
Illinois
$396K
CIM
784
Contravisory Investment Management
Massachusetts
$388K
MHS
785
M Holdings Securities
Oregon
$383K +$376K +7,729 New
PAM
786
Palisade Asset Management
Minnesota
$378K -$67.1K -1,380 -15%
SFP
787
Santa Fe Partners
New Mexico
$371K -$1.67M -34,396 -82%
CFS
788
Community Financial System
New York
$370K +$89.9K +1,850 +33%
ICAS
789
Investors Capital Advisory Services
Massachusetts
$368K +$78.7K +1,619 +28%
Envestnet Asset Management
790
Envestnet Asset Management
Illinois
$367K -$17K -349 -4%
WIC
791
Woodmont Investment Counsel
Tennessee
$367K -$16.9K -347 -4%
MCM
792
Manchester Capital Management
Vermont
$364K
MHC
793
Meyer Handelman Company
New York
$364K
SHA
794
Smith Hayes Advisers
Nebraska
$362K +$2.58K +53 +0.7%
FNBOO
795
First National Bank of Omaha
Nebraska
$361K
IPC
796
Independent Portfolio Consultants
Florida
$359K +$27.9K +575 +9%
HF
797
Hoxton Financial
West Virginia
$357K +$4.86K +100 +1%
ARMT
798
Amica Retiree Medical Trust
Rhode Island
$356K +$349K +7,185 New
FMLI
799
Fukoku Mutual Life Insurance
Japan
$352K -$117K -2,400 -25%
SM
800
Stratton Management
Pennsylvania
$349K -$7.29K -150 -2%

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.