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Lowe's Companies

1,297 hedge funds and large institutions have $53B invested in Lowe's Companies in 2017 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 451 increasing their positions, 550 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 61

44% more call options, than puts

Call options by funds: $978M | Put options by funds: $679M

22% more funds holding in top 10

Funds holding in top 10: 5972 (+13)

15% more capital invested

Capital invested by funds: $46.1B → $53B (+$6.9B)

5% more funds holding

Funds holding: 1,2351,297 (+62)

0.04% less ownership

Funds ownership: 74.41%74.37% (-0.04%)

18% less repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 550

Holders
1,297
Holders Change
+62
Holders Change %
+5.02%
% of All Funds
32.28%
Holding in Top 10
72
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+22.03%
% of All Funds
1.79%
New
137
Increased
451
Reduced
550
Closed
61
Calls
$978M
Puts
$679M
Net Calls
+$300M
Net Calls Change
+$292M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
876
Tiemann Investment Advisors
California
$822K
BWM
877
BerganKDV Wealth Management
Minnesota
$816K +$51.8K +677 +7%
AMIM
878
Aull & Monroe Investment Management
Alabama
$814K
RA
879
Rational Advisors
New York
$814K +$758K +9,900 New
Cerity Partners
880
Cerity Partners
New York
$810K +$754K +9,852 New
RCM
881
Riverhead Capital Management
Delaware
$805K +$161K +2,105 +27%
UB
882
UMB Bank
Missouri
$801K -$7.65K -100 -1%
PAM
883
Palisade Asset Management
Minnesota
$798K
AA
884
Ancora Advisors
Ohio
$797K +$7.73K +101 +1%
MHS
885
M Holdings Securities
Oregon
$795K -$3.7M -48,335 -83%
HT
886
Heritage Trust
Oklahoma
$789K +$735K +9,600 New
MMPW
887
Mitchell McLeod Pugh & Williams
Alabama
$781K
MYLI
888
Meiji Yasuda Life Insurance
Japan
$781K +$15.3K +200 +2%
LPL Financial
889
LPL Financial
California
$778K -$19.3K -252 -3%
CIC
890
Crawford Investment Counsel
Georgia
$774K +$8.73K +114 +1%
WMC
891
Westwood Management Corporation
Illinois
$770K
EFSCE
892
Enterprise Financial Services Corp (EFSC)
Missouri
$768K -$20.7K -270 -3%
PK
893
Pflug Koory
Nebraska
$765K +$65.8K +860 +10%
NFGCM
894
Norman Fields Gottscho Capital Management
New York
$765K +$712K +9,300 New
KLI
895
Kelman-Lazarov Inc
Tennessee
$764K
TBNY
896
Trustco Bank (New York)
New York
$762K
SSWM
897
Sheets Smith Wealth Management
North Carolina
$761K +$383 +5 +0.1%
LCM
898
Liberty Capital Management
Michigan
$757K
BOTW
899
Bank of the West
California
$754K +$130K +1,701 +23%
OMC
900
Overbrook Management Corp
New York
$748K -$121K -1,575 -15%

LOW Hedge Fund Activity: Q1 2017 in Review

1,297 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2017, worth a combined $53B — up 15% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new LOW positions and 61 closed out — a net gain of 76 holders — while 451 added to existing stakes and 550 trimmed.

The largest buyer was BlackRock, adding an estimated $4.45B. The largest seller was Wellington Management Group, cutting an estimated $280M.

  • 1,297 institutional investors held Lowe's Companies (LOW) as of Q1 2017, up from 1,235 in Q4 2016.
  • Funds reported $53B of Lowe's Companies stock for Q1 2017, up 15% quarter-over-quarter.
  • 137 funds opened new Lowe's Companies positions in Q1 2017 and 61 closed out, a net change of +76 holders.
  • The largest Lowe's Companies buyer in Q1 2017 was BlackRock, an estimated $4.45B added.
  • The largest Lowe's Companies seller in Q1 2017 was Wellington Management Group, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2017.