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Lowe's Companies

2,344 hedge funds and large institutions have $96.9B invested in Lowe's Companies in 2023 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 821 increasing their positions, 977 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 105

30% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.32B

20% more funds holding in top 10

Funds holding in top 10: 84101 (+17)

10% more capital invested

Capital invested by funds: $88B → $96.9B (+$8.93B)

2% more funds holding

Funds holding: 2,2972,344 (+47)

0.55% less ownership

Funds ownership: 74.01%73.46% (-0.55%)

16% less repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 977

Holders
2,344
Holders Change
+47
Holders Change %
+2.05%
% of All Funds
36.8%
Holding in Top 10
101
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+20.24%
% of All Funds
1.59%
New
172
Increased
821
Reduced
977
Closed
105
Calls
$1.71B
Puts
$1.32B
Net Calls
+$396M
Net Calls Change
+$795M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
801
CIC Wealth
Maryland
$3.16M +$1.04K +5 +0%
IA
802
IFP Advisors
Florida
$3.15M +$49.5K +238 +2%
PWP
803
Principle Wealth Partners
Connecticut
$3.14M
SIA
804
SeaBridge Investment Advisors
New Jersey
$3.12M -$60.9K -293 -2%
HWAM
805
Hennion & Walsh Asset Management
New Jersey
$3.1M +$42.4K +204 +2%
Acadian Asset Management
806
Acadian Asset Management
Massachusetts
$3.1M -$407K -1,956 -12%
BFPW
807
BOK Financial Private Wealth
Colorado
$3.09M -$419K -2,014 -13%
BPWM
808
Badgley Phelps Wealth Managers
Washington
$3.09M +$2.06M +9,881 +260%
HI
809
Hoey Investments
Pennsylvania
$3.09M -$694K -3,337 -20%
EDRH
810
Edmond de Rothschild Holding
Switzerland
$3.09M +$2.65M +12,725 +1,337%
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
$3.07M -$8.94K -43 -0.3%
RMDI
812
R.M. Davis Inc
Maine
$3.07M -$20.6K -99 -0.7%
SSW
813
Smith Shellnut Wilson
Mississippi
$3.05M -$2.08K -10 -0.1%
FCH
814
Freestone Capital Holdings
Washington
$3.04M -$17.3K -83 -0.6%
MNBTD
815
Moody National Bank Trust Division
Texas
$3.04M +$34.1K +164 +1%
RMC
816
Resources Management Corp
Connecticut
$3.03M +$2.77M +13,332 +13,332%
MMG
817
Monetary Management Group
Missouri
$3.02M -$593K -2,850 -18%
CWM
818
Congress Wealth Management
Massachusetts
$3.01M -$1.46K -7 -0.1%
IBOK
819
Independence Bank of Kentucky
Kentucky
$3.01M -$20.6K -99 -0.7%
SF
820
Symphony Financial
Texas
$3M -$76.1K -366 -3%
WC
821
Woodstock Corp
Massachusetts
$3M +$635K +3,054 +30%
RCM
822
RNC Capital Management
California
$2.99M -$111K -534 -4%
GW
823
GW & Wade
Massachusetts
$2.99M -$204K -982 -7%
CFG
824
Citizens Financial Group
Rhode Island
$2.97M -$662K -3,181 -19%
SIAP
825
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.97M -$176K -846 -6%

LOW Hedge Fund Activity: Q2 2023 in Review

2,344 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2023, worth a combined $96.9B — up 10% from $88B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new LOW positions and 105 closed out — a net gain of 67 holders — while 821 added to existing stakes and 977 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $500M. The largest seller was Pershing Square Capital Management, cutting an estimated $534M.

  • 2,344 institutional investors held Lowe's Companies (LOW) as of Q2 2023, up from 2,297 in Q1 2023.
  • Funds reported $96.9B of Lowe's Companies stock for Q2 2023, up 10% quarter-over-quarter.
  • 172 funds opened new Lowe's Companies positions in Q2 2023 and 105 closed out, a net change of +67 holders.
  • The largest Lowe's Companies buyer in Q2 2023 was JP Morgan Chase, an estimated $500M added.
  • The largest Lowe's Companies seller in Q2 2023 was Pershing Square Capital Management, an estimated $534M sold.

Based on aggregated 13F filings for Q2 2023.