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Lowe's Companies

924 hedge funds and large institutions have $38.7B invested in Lowe's Companies in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 258 increasing their positions, 437 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 48

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

18% more call options, than puts

Call options by funds: $646M | Put options by funds: $547M

16% more capital invested

Capital invested by funds: $33.5B → $38.7B (+$5.25B)

5% more funds holding

Funds holding: 877924 (+47)

0.86% more ownership

Funds ownership: 76.88%77.74% (+0.86%)

41% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 437

Holders
924
Holders Change
+47
Holders Change %
+5.36%
% of All Funds
29.96%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.59%
New
105
Increased
258
Reduced
437
Closed
48
Calls
$646M
Puts
$547M
Net Calls
+$99.8M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
851
IMA Advisory Services
Colorado
$201K +$192K +4,230 New
HW
852
Hancock Whitney
Mississippi
$200K +$191K +4,200 New
BG
853
Bollard Group
Massachusetts
$197K +$188K +4,140 New
LSV Asset Management
854
LSV Asset Management
Illinois
$194K +$113K +2,490 +156%
MI
855
Mercer Investments
Massachusetts
$186K -$79.6K -1,753 -31%
AW
856
Alpha Windward
Massachusetts
$181K +$2.68K +59 +2%
JWM
857
Jacobus Wealth Management
Wisconsin
$169K
BRWA
858
B. Riley Wealth Advisors
Florida
$166K -$2.04K -45 -1%
MIC
859
MU Investments Company
Japan
$162K
NYLT
860
New York Life Trust
New York
$155K +$136K +2,999 +1,145%
JIC
861
Joel Isaacson & Co
New York
$151K +$22.7K +500 +19%
FANJ
862
Financial Architects (New Jersey)
New Jersey
$151K +$28.8K +635 +25%
ECM
863
Estabrook Capital Management
New York
$129K
IWC
864
Integrated Wealth Counsel
California
$127K
MFS
865
MSI Financial Services
Massachusetts
$119K -$8.08K -178 -7%
CA
866
CapWealth Advisors
Tennessee
$119K
CPA
867
Cowen Prime Advisors
New York
$117K +$28.6K +630 +35%
MAM
868
Mizuho Asset Management
Japan
$112K
PP
869
Palladium Partners
Virginia
$110K
HPBT
870
High Point Bank & Trust
North Carolina
$109K +$12.1K +266 +13%
HR
871
Howe & Rusling
New York
$103K -$7.49K -165 -7%
PSC
872
Prentiss Smith & Co
Vermont
$96K
OIA
873
Optimum Investment Advisors
Illinois
$93K +$88.5K +1,950 New
PCM
874
Prelude Capital Management
New York
$88K +$83.5K +1,839 New
ZTNA
875
Zions Trust National Association
Utah
$77K

LOW Hedge Fund Activity: Q3 2013 in Review

924 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2013, worth a combined $38.7B — up 16% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LOW positions and 48 closed out — a net gain of 57 holders — while 258 added to existing stakes and 437 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $789M. The largest seller was Fidelity Investments, cutting an estimated $442M.

  • 924 institutional investors held Lowe's Companies (LOW) as of Q3 2013, up from 877 in Q2 2013.
  • Funds reported $38.7B of Lowe's Companies stock for Q3 2013, up 16% quarter-over-quarter.
  • 105 funds opened new Lowe's Companies positions in Q3 2013 and 48 closed out, a net change of +57 holders.
  • The largest Lowe's Companies buyer in Q3 2013 was Viking Global Investors, an estimated $789M added.
  • The largest Lowe's Companies seller in Q3 2013 was Fidelity Investments, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2013.