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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
BSB
876
Bangor Savings Bank
Maine
$218K +$214K +4,400 New
BGAM
877
Boussard & Gavaudan Asset Management
United Kingdom
$215K +$211K +4,346 New
BOS
878
Bank of Stockton
California
$213K -$19.4K -400 -9%
TWA
879
TCI Wealth Advisors
Arizona
$211K
DS
880
DRW Securities
Illinois
$211K +$207K +4,251 New
IAS
881
IMA Advisory Services
Colorado
$210K
PCA
882
Peddock Capital Advisors
Massachusetts
$207K +$203K +4,170 New
Mariner
883
Mariner
Kansas
$205K +$201K +4,137 New
CA
884
Cetera Advisors
Colorado
$203K -$225K -4,624 -53%
BCM
885
Buckhead Capital Management
Georgia
$203K +$199K +4,100 New
UR
886
USCA RIA
Texas
$202K +$198K +4,070 New
HA
887
Hamel Associates
New Jersey
$199K +$196K +4,030 New
FBT
888
Founders Bank & Trust
Michigan
$196K +$2.92K +60 +1%
RA
889
Royce & Associates
New York
$193K +$189K +3,900 New
AW
890
Alpha Windward
Massachusetts
$189K +$777 +16 +0.4%
DVM
891
Dreman Value Management
Florida
$178K +$175K +3,600 New
SEC
892
Seven Eight Capital
New York
$173K +$169K +3,488 New
BRWA
893
B. Riley Wealth Advisors
Florida
$167K -$5.2K -107 -3%
MIC
894
MU Investments Company
Japan
$167K
NYLT
895
New York Life Trust
New York
$167K +$5.44K +112 +3%
JIC
896
Joel Isaacson & Co
New York
$157K
BAM
897
Brave Asset Management
New Jersey
$143K +$140K +2,885 New
JWM
898
Jacobus Wealth Management
Wisconsin
$141K -$34.3K -705 -20%
TCM
899
Tradewinds Capital Management
Washington
$138K +$135K +2,778 New
IWC
900
Integrated Wealth Counsel
California
$133K

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.