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Lowe's Companies

1,449 hedge funds and large institutions have $57B invested in Lowe's Companies in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 490 increasing their positions, 542 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 53

76% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $811M

43% more funds holding in top 10

Funds holding in top 10: 4970 (+21)

16% more capital invested

Capital invested by funds: $49.2B → $57B (+$7.76B)

13% more funds holding

Funds holding: 1,2811,449 (+168)

0.11% more ownership

Funds ownership: 73.82%73.93% (+0.11%)

10% less repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 542

Holders
1,449
Holders Change
+168
Holders Change %
+13.11%
% of All Funds
32.86%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.59%
New
233
Increased
490
Reduced
542
Closed
53
Calls
$1.43B
Puts
$811M
Net Calls
+$614M
Net Calls Change
+$484M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
901
Weiss Multi-Strategy Advisers
New York
$929K -$34.2M -414,276 -98%
KLI
902
Kelman-Lazarov Inc
Tennessee
$929K +$20.7K +250 +3%
TIA
903
Tiemann Investment Advisors
California
$925K -$3.72K -45 -0.5%
BWM
904
BerganKDV Wealth Management
Minnesota
$924K +$4.79K +58 +0.6%
BO
905
Bank OZK
Arkansas
$922K -$170K -2,061 -17%
SFM
906
Systematic Financial Management
New Jersey
$920K -$1.34M -16,247 -62%
TAM
907
Tiverton Asset Management
Delaware
$920K +$818K +9,900 New
AMIM
908
Aull & Monroe Investment Management
Alabama
$919K
CAM
909
Carret Asset Management
New York
$915K
MCM
910
Mainstay Capital Management
Michigan
$913K +$812K +9,828 New
HSA
911
HBK Sorce Advisory
Pennsylvania
$908K +$574K +6,945 +246%
IA
912
IFG Advisory
Georgia
$904K +$804K +9,728 New
IFWM
913
Institute for Wealth Management
Colorado
$902K -$35.2K -426 -4%
KWM
914
Kingsview Wealth Management
Oregon
$898K +$461K +5,582 +137%
Cerity Partners
915
Cerity Partners
New York
$895K -$327K -3,961 -29%
JA
916
JLB & Associates
Michigan
$895K -$7.03K -85 -0.9%
HT
917
Heritage Trust
Oklahoma
$892K
PAM
918
Peak Asset Management
Colorado
$883K -$103K -1,242 -12%
LMAM
919
Legg Mason Asset Management
Japan
$883K -$99.2K -1,200 -11%
SSWM
920
Sheets Smith Wealth Management
North Carolina
$881K +$6.2K +75 +0.8%
MAM
921
Meeder Asset Management
Ohio
$881K +$53.3K +645 +7%
LA
922
LVW Advisors
New York
$879K +$200K +2,421 +34%
MA
923
MANA Advisors
New York
$876K +$779K +9,424 New
DPIM
924
Duff & Phelps Investment Management
Illinois
$875K -$18.2K -220 -2%
MYLI
925
Meiji Yasuda Life Insurance
Japan
$875K +$9.92K +120 +1%

LOW Hedge Fund Activity: Q4 2017 in Review

1,449 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q4 2017, worth a combined $57B — up 16% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new LOW positions and 53 closed out — a net gain of 180 holders — while 490 added to existing stakes and 542 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $544M. The largest seller was Greenhaven Associates, exiting entirely with an estimated $563M sold.

  • 1,449 institutional investors held Lowe's Companies (LOW) as of Q4 2017, up from 1,281 in Q3 2017.
  • Funds reported $57B of Lowe's Companies stock for Q4 2017, up 16% quarter-over-quarter.
  • 233 funds opened new Lowe's Companies positions in Q4 2017 and 53 closed out, a net change of +180 holders.
  • The largest Lowe's Companies buyer in Q4 2017 was Fidelity Investments, an estimated $544M added.
  • The largest Lowe's Companies seller in Q4 2017 was Greenhaven Associates, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2017.