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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
FWM
926
Focused Wealth Management
New York
$54K +$19.4K +400 +59%
PIM
927
Parasol Investment Management
Illinois
$51K +$50.5K +1,039 New
OFS
928
Orrstown Financial Services
Pennsylvania
$50K
MMG
929
Monetary Management Group
Missouri
$50K +$48.6K +1,000 New
NES
930
New England Securities
New York
$48K +$4.23K +87 +10%
CFG
931
CKW Financial Group
Hawaii
$48K +$46.8K +963 New
HCM
932
Highlander Capital Management
New Jersey
$47.1K
TSW
933
Thompson Siegel & Walmsley
Virginia
$45K
KCPG
934
Kavar Capital Partners Group
Kansas
$44K +$43.8K +901 New
TCM
935
TD Capital Management
Tennessee
$41K +$146 +3 +0.4%
HI
936
Hudock Inc
Pennsylvania
$40K
HHMI
937
Howard Hughes Medical Institute
Maryland
$39K +$38.1K +784 New
CRM
938
Cramer Rosenthal McGlynn
Connecticut
$37K
S
939
SignatureFD
Georgia
$33K +$12.5K +258 +65%
RIA
940
Regal Investment Advisors
Michigan
$30K -$3.94K -81 -12%
BGIM
941
Brandywine Global Investment Management
Pennsylvania
$26K +$2.92K +60 +13%
WEC
942
Winslow Evans & Crocker
Massachusetts
$26K +$25.1K +516 New
MIM
943
Macroview Investment Management
Maryland
$25K
WC
944
Whitnell & Co
Illinois
$25K
AA
945
AlphaMark Advisors
Kentucky
$20K
PFO
946
Pathstone Family Office
New Jersey
$20K +$19.4K +400 New
RFA
947
Reilly Financial Advisors
California
$20K +$19.4K +400 New
OC
948
Oakworth Capital
Alabama
$19K +$18.5K +380 New
PFA
949
Paradigm Financial Advisors
Missouri
$16K +$15.5K +320 New
MWP
950
MYCIO Wealth Partners
Pennsylvania
$15K -$4.81K -99 -25%

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.