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Lowe's Companies

950 hedge funds and large institutions have $39.5B invested in Lowe's Companies in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 294 increasing their positions, 435 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more funds holding in top 10

Funds holding in top 10: 2642 (+16)

24% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 51

6% more capital invested

Capital invested by funds: $37.2B → $39.5B (+$2.31B)

0% more funds holding

Funds holding: 947950 (+3)

7% less call options, than puts

Call options by funds: $315M | Put options by funds: $338M

1.4% less ownership

Funds ownership: 77.7%76.3% (-1.4%)

32% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 435

Holders
950
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
27.57%
Holding in Top 10
42
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+61.54%
% of All Funds
1.22%
New
63
Increased
294
Reduced
435
Closed
51
Calls
$315M
Puts
$338M
Net Calls
-$23.9M
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
776
Cookson Peirce & Co
Pennsylvania
$331K +$316K +6,260 New
AP
777
Appleton Partners
Massachusetts
$330K +$51K +1,010 +19%
P
778
Pitcairn
Pennsylvania
$325K -$123K -2,444 -28%
CTA
779
Colonial Trust Advisors
South Carolina
$324K
PL
780
Parthenon LLC
Kentucky
$324K +$50.5K +1,000 +20%
PAM
781
Private Asset Management
California
$323K
1SB
782
1ST Source Bank
Indiana
$323K +$33.6K +666 +12%
RIM
783
Regent Investment Management
Kentucky
$322K -$40.4K -800 -12%
MFS
784
MSI Financial Services
Massachusetts
$319K +$106K +2,096 +53%
NCM
785
Nelson Capital Management
California
$318K
YMRC
786
Yorktown Management & Research Company
Virginia
$318K
BC
787
Barnett & Company
Tennessee
$317K +$3.79K +75 +1%
ST
788
Semper Trust
Pennsylvania
$315K +$301K +5,959 New
DAS
789
Dynamic Advisor Solutions
Arizona
$313K +$17.1K +339 +6%
AT
790
Arden Trust
Delaware
$312K
VDI
791
Vaughan David Investments
Illinois
$303K +$15.8K +312 +6%
CHAM
792
Clear Harbor Asset Management
Connecticut
$302K
ICOA
793
Investment Centers of America
North Dakota
$301K +$291K +5,753 New
WIC
794
Woodmont Investment Counsel
Tennessee
$297K -$55.1K -1,091 -16%
GLI
795
Guardian Life Insurance
New York
$297K -$16.1K -318 -5%
BDF
796
Balasa Dinverno & Foltz
$296K +$2.02K +40 +0.7%
Two Sigma Advisers
797
Two Sigma Advisers
New York
$294K +$65.7K +1,300 +31%
RHJA
798
Rice Hall James & Associates
California
$290K
CIA
799
Capital Investment Advisors
Georgia
$287K -$5.1K -101 -2%
B
800
BancorpSouth
Mississippi
$287K -$3.54K -70 -1%

LOW Hedge Fund Activity: Q3 2014 in Review

950 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2014, worth a combined $39.5B — up 6.2% from $37.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LOW positions and 51 closed out — a net gain of 12 holders — while 294 added to existing stakes and 435 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $301M. The largest seller was Norges Bank, cutting an estimated $400M.

  • 950 institutional investors held Lowe's Companies (LOW) as of Q3 2014, up from 947 in Q2 2014.
  • Funds reported $39.5B of Lowe's Companies stock for Q3 2014, up 6.2% quarter-over-quarter.
  • 63 funds opened new Lowe's Companies positions in Q3 2014 and 51 closed out, a net change of +12 holders.
  • The largest Lowe's Companies buyer in Q3 2014 was JP Morgan Chase, an estimated $301M added.
  • The largest Lowe's Companies seller in Q3 2014 was Norges Bank, an estimated $400M sold.

Based on aggregated 13F filings for Q3 2014.