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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
MFS
901
MSI Financial Services
Massachusetts
$126K +$1.31K +27 +1%
DOA
902
D'Orazio & Associates
Virginia
$121K +$118K +2,432 New
ECM
903
Estabrook Capital Management
New York
$119K -$14.6K -300 -11%
CPA
904
Cowen Prime Advisors
New York
$117K -$2.87K -59 -2%
HPBT
905
High Point Bank & Trust
North Carolina
$113K
LWM
906
LBA Wealth Management
Florida
$113K +$111K +2,284 New
CA
907
CapWealth Advisors
Tennessee
$99K -$24.3K -500 -20%
MAM
908
Mizuho Asset Management
Japan
$99K -$17.9K -369 -16%
OIA
909
Optimum Investment Advisors
Illinois
$97K
Carson Wealth (CWM LLC)
910
Carson Wealth (CWM LLC)
Nebraska
$91K +$70.5K +1,450 +372%
VNB
911
Valley National Bancorp
New York
$90K +$88.4K +1,820 New
ITIM
912
Indiana Trust & Investment Management
Indiana
$87K +$23.3K +480 +38%
PSC
913
Prentiss Smith & Co
Vermont
$86K -$13.6K -280 -14%
LNB
914
Ledyard National Bank
$85K +$9.47K +195 +13%
ST
915
SpiderRock Trading
Illinois
$82K
IRS
916
Invictus RG (Singapore)
Singapore
$80K -$254K -5,229 -76%
ZTNA
917
Zions Trust National Association
Utah
$80K
ASN
918
Advisory Services Network
Georgia
$76K +$74.5K +1,534 New
M
919
MOTCO
Texas
$69K
TFA
920
Transamerica Financial Advisors
Florida
$65K +$63.2K +1,300 New
CG
921
Colony Group
Massachusetts
$65K +$63.8K +1,314 New
BOK
922
Bank of Kentucky
Kentucky
$62K
HRIA
923
Haberer Registered Investment Advisor
Ohio
$62K
DBT
924
Dubuque Bank & Trust
Iowa
$61K
IMS
925
Index Management Solutions
Pennsylvania
$58K +$14.1K +290 +33%

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.