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Lowe's Companies

1,280 hedge funds and large institutions have $49.2B invested in Lowe's Companies in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 507 increasing their positions, 509 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $833M | Put options by funds: $702M

18% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 87

1% more capital invested

Capital invested by funds: $48.9B → $49.2B (+$313M)

0% more funds holding

Funds holding: 1,2761,280 (+4)

0% less repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 509

0.73% less ownership

Funds ownership: 74.55%73.82% (-0.73%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
31.91%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
1.22%
New
103
Increased
507
Reduced
509
Closed
87
Calls
$833M
Puts
$702M
Net Calls
+$131M
Net Calls Change
-$497M
Name Holding Trade Value Shares
Change
Change in
Stake
GW
1001
GW & Wade
Massachusetts
$411K +$230 +3 +0.1%
AWM
1002
AE Wealth Management
Kansas
$409K +$140K +1,822 +55%
YWP
1003
YorkBridge Wealth Partners
New York
$409K +$250K +3,271 +178%
TCM
1004
Tufton Capital Management
Maryland
$408K
TCOO
1005
Trust Company of Oklahoma
Oklahoma
$406K
TIA
1006
Trust Investment Advisors
Indiana
$404K -$38.3K -500 -9%
SCM
1007
Southport Capital Management
Tennessee
$404K
SRCM
1008
Swift Run Capital Management
Virginia
$400K
MBT
1009
Montecito Bank & Trust
California
$397K +$74.2K +969 +24%
PPSG
1010
Princeton Portfolio Strategies Group
New Jersey
$389K -$7.66K -100 -2%
SFA
1011
Sequoia Financial Advisors
Ohio
$387K +$146K +1,906 +65%
PL
1012
Perpetual Ltd
Australia
$386K -$12.5M -163,249 -97%
CAG
1013
Crestwood Advisors Group
Massachusetts
$386K
PL
1014
Parthenon LLC
Kentucky
$377K +$6.58K +86 +2%
BAM
1015
Berkshire Asset Management
Pennsylvania
$371K +$92.9K +1,213 +35%
WI
1016
WrapManager Inc
California
$370K -$5.97K -78 -2%
GHAM
1017
Gilman Hill Asset Management
Connecticut
$369K +$353K +4,611 New
CAW
1018
Cornerstone Advisors (Washington)
Washington
$366K -$6.51K -85 -2%
JDR
1019
Jay D. Rosenbaum
$366K +$45.9K +600 +15%
BGC
1020
Blue Granite Capital
South Carolina
$366K +$350K +4,575 New
FIAS
1021
FinTrust Investment Advisory Services
South Carolina
$365K +$350K +4,570 New
NPA
1022
Nichols & Pratt Advisers
Massachusetts
$364K
MWM
1023
Mission Wealth Management
California
$363K -$2.14K -28 -0.6%
TWA
1024
TCI Wealth Advisors
Arizona
$363K +$5.36K +70 +2%
B
1025
Brightworth
Georgia
$363K +$348K +4,542 New

LOW Hedge Fund Activity: Q3 2017 in Review

1,280 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2017, worth a combined $49.2B — up 0.64% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new LOW positions and 87 closed out — a net gain of 16 holders — while 507 added to existing stakes and 509 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $341M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.13B.

  • 1,280 institutional investors held Lowe's Companies (LOW) as of Q3 2017, up from 1,276 in Q2 2017.
  • Funds reported $49.2B of Lowe's Companies stock for Q3 2017, up 0.64% quarter-over-quarter.
  • 103 funds opened new Lowe's Companies positions in Q3 2017 and 87 closed out, a net change of +16 holders.
  • The largest Lowe's Companies buyer in Q3 2017 was Magellan Asset Management, an estimated $341M added.
  • The largest Lowe's Companies seller in Q3 2017 was T. Rowe Price Associates, an estimated $1.13B sold.

Based on aggregated 13F filings for Q3 2017.