We are live on ! Find out more
LOW icon

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
WIS
851
Wright Investors Service
Connecticut
$247K +$243K +4,991 New
G
852
GlobalBridge
Minnesota
$246K -$41.3K -850 -15%
DMC
853
Drexel Morgan & Co
Pennsylvania
$245K
FMWA
854
Forvis Mazars Wealth Advisors
Missouri
$240K +$1.55K +32 +0.7%
DHFB
855
Dixon Hubard Feinour & Brown
Virginia
$235K
PLFAM
856
Pineno Levin & Ford Asset Management
Virginia
$233K
USGIU
857
U.S. Global Investors (USGI)
Texas
$233K
GCM
858
Graham Capital Management
Connecticut
$233K +$228K +4,700 New
UGIF
859
US Global Investors Funds
Maine
$233K +$228K +4,700 New
BDF
860
Balasa Dinverno & Foltz
$231K -$5.34K -110 -2%
CT
861
Cambridge Trust
Massachusetts
$231K +$227K +4,673 New
BIC
862
Bridges Investment Counsel
Nebraska
$230K -$24.3K -500 -10%
TCOO
863
Trust Company of Oklahoma
Oklahoma
$230K -$84.5K -1,740 -27%
SAMC
864
Shinko Asset Management Company
Japan
$228K -$24.3K -500 -10%
CDH
865
Charles D. Hyman
$228K
EA
866
Emerald Advisers
Pennsylvania
$228K +$224K +4,610 New
FFC
867
First Financial Corp
Indiana
$226K -$4.86K -100 -2%
BSWMG
868
Barrington Strategic Wealth Management Group
Illinois
$224K +$219K +4,515 New
T
869
TradeWorx
New Jersey
$223K -$126K -2,600 -37%
AAC
870
Asset Advisors Corp
Georgia
$223K
CPS
871
Counsel Portfolio Services
Ontario, Canada
$223K
HC
872
Hourglass Capital
Texas
$222K
TF
873
Trutina Financial
Washington
$222K
NCM
874
Novare Capital Management
North Carolina
$219K -$15.8K -325 -7%
RCAG
875
Rehmann Capital Advisory Group
Michigan
$218K -$3.25K -67 -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.