We are live on ! Find out more
LOW icon

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
WHG
926
Westwood Holdings Group
Texas
$662K
LPIC
927
LeJeune Puetz Investment Counsel
Michigan
$660K +$77 +1 +0%
IIM
928
Intact Investment Management
Quebec, Canada
$658K -$727K -9,500 -54%
FFA
929
First Foundation Advisors
California
$657K +$189K +2,470 +45%
CWM
930
Cornerstone Wealth Management
Missouri
$643K +$33.8K +442 +6%
LC
931
LCNB Corp
Ohio
$640K +$17.6K +230 +3%
DWM
932
Dorchester Wealth Management
Quebec, Canada
$637K -$38.3K -500 -6%
SSG
933
Summit Securities Group
New York
$637K +$593K +7,752 New
NA
934
NewEdge Advisors
Louisiana
$636K -$4.61M -60,277 -89%
SBIA
935
Sheaff Brock Investment Advisors
Indiana
$633K -$5.05K -66 -0.8%
IPAM
936
ICICI Prudential Asset Management
India
$633K +$253K +3,300 +75%
WA1
937
Wimmer Associates 1
California
$630K -$43.2K -565 -7%
AF
938
Arrow Financial
New York
$629K
AA
939
Alesco Advisors
New York
$628K
CIG
940
Consolidated Investment Group
Colorado
$625K
FAM
941
Formidable Asset Management
Ohio
$624K -$36.4K -475 -6%
RCAMU
942
Rothschild & Co Asset Management US
Connecticut
$617K -$113K -1,482 -16%
ACM
943
Advisors Capital Management
New Jersey
$612K +$77 +1 +0%
SCM
944
Shelton Capital Management
Colorado
$602K -$112K -1,468 -17%
BCM
945
Brookstone Capital Management
Illinois
$595K -$138K -1,802 -20%
BHBT
946
Burke & Herbert Bank & Trust
Virginia
$594K -$153 -2 -0%
ZCA
947
Zeke Capital Advisors
Pennsylvania
$587K +$92.2K +1,205 +20%
SCI
948
S&CO Inc
Massachusetts
$582K +$23K +300 +4%
SCM
949
SOL Capital Management
Maryland
$575K -$53.6K -700 -9%
EDRH
950
Edmond de Rothschild Holding
Switzerland
$573K +$99.7K +1,303 +23%

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.