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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
AssetMark Inc
901
AssetMark Inc
California
$746K +$19.2K +251 +3%
SFSIG
902
San Francisco Sentry Investment Group
California
$743K -$32.9K -430 -5%
CPA
903
Capital Planning Advisors
California
$741K +$64.7K +845 +10%
GXMC
904
Global X Management Company
New York
$738K +$73.2K +956 +12%
SLG
905
Stanley-Laman Group
Pennsylvania
$734K +$4.97K +65 +0.7%
FCM
906
Flinton Capital Management
Pennsylvania
$733K +$151K +1,968 +28%
BEC
907
Blue Edge Capital
Virginia
$727K +$677K +8,844 New
DCM
908
Donaldson Capital Management
Indiana
$721K -$1.16M -15,174 -63%
IWMPD
909
Integrated Wealth Management (Palm Desert)
California
$703K -$32.8K -429 -5%
HVIA
910
Hudson Valley Investment Advisors
New York
$703K +$5.74K +75 +0.9%
CT
911
Coastline Trust
Rhode Island
$698K +$22.6K +295 +4%
FMWA
912
Forvis Mazars Wealth Advisors
Missouri
$698K +$44.5K +581 +7%
OIA
913
Optimum Investment Advisors
Illinois
$697K -$7.65K -100 -1%
VRS
914
Virginia Retirement Systems
Virginia
$682K -$176K -2,300 -22%
SPC
915
Sigma Planning Corp
Michigan
$682K -$3.9K -51 -0.6%
BC
916
Banced Corp
Illinois
$680K -$15.6K -204 -2%
CCFCSB
917
Cape Cod Five Cents Savings Bank
Massachusetts
$679K -$42.1K -550 -6%
CIM
918
CIM Investment Management
Pennsylvania
$675K +$628K +8,208 New
ASN
919
Advisory Services Network
Georgia
$669K +$623K +8,140 New
KP
920
Keel Point
Alabama
$668K -$8.34K -109 -1%
CCA
921
Cobblestone Capital Advisors
New York
$667K -$44.5K -581 -7%
DAS
922
Dynamic Advisor Solutions
Arizona
$665K -$4.52K -59 -0.7%
LWM
923
LBA Wealth Management
Florida
$665K +$49.8K +650 +9%
ATC
924
Adirondack Trust Company
New York
$663K -$172K -2,250 -22%
FPFS
925
First Personal Financial Services
North Carolina
$663K +$1.61K +21 +0.3%

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.