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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
HCC
801
Hirtle Callaghan & Co
Pennsylvania
$349K
AIM
802
Acuity Investment Management
Ontario, Canada
$347K -$1.48M -30,500 -81%
SA
803
Strategic Advisors
New York
$347K +$48.6K +1,000 +17%
CT
804
Coastline Trust
Rhode Island
$346K -$4.86K -100 -1%
PL
805
Parthenon LLC
Kentucky
$346K +$2.72K +56 +0.8%
FCBT
806
First Citizens Bank & Trust
North Carolina
$342K -$4.91M -101,132 -94%
RIM
807
Regent Investment Management
Kentucky
$341K -$4.86K -100 -1%
MWR
808
McAdams Wright Ragen
Washington
$341K +$335K +6,895 New
HHGA
809
Halbert Hargrove Global Advisors
California
$332K +$12.3K +253 +4%
DT
810
Diversified Trust
Tennessee
$330K
NAMA
811
Nikko Asset Management Americas
New York
$330K +$326K +6,700 New
AT
812
Arden Trust
Delaware
$329K +$24.2K +499 +8%
GGPS
813
Gary Goldberg Planning Services
New York
$328K +$34.4K +707 +12%
FSA
814
Franklin Street Advisors
North Carolina
$322K
B
815
BancorpSouth
Mississippi
$320K
BC
816
Barnett & Company
Tennessee
$317K -$139K -2,851 -31%
SI
817
SII Investments
Wisconsin
$317K +$310K +6,379 New
CTA
818
Colonial Trust Advisors
South Carolina
$316K
PAM
819
Private Asset Management
California
$307K -$77.7K -1,600 -21%
IPRC
820
Indices-Pac Research Corporation
New Jersey
$304K -$1.01M -20,693 -77%
MPI
821
Mairs & Power Inc
Minnesota
$299K +$17.1K +351 +6%
NCM
822
Nelson Capital Management
California
$297K
SAM
823
Silvercrest Asset Management
New York
$297K
YMRC
824
Yorktown Management & Research Company
Virginia
$297K
AAM
825
Azzad Asset Management
Virginia
$296K +$46.9K +965 +19%

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.