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Lowe's Companies

1,078 hedge funds and large institutions have $53.3B invested in Lowe's Companies in 2015 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 352 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

58% more call options, than puts

Call options by funds: $491M | Put options by funds: $310M

6% more capital invested

Capital invested by funds: $50.5B → $53.3B (+$2.82B)

4% more funds holding

Funds holding: 1,0401,078 (+38)

1.78% less ownership

Funds ownership: 76.09%74.31% (-1.8%)

10% less funds holding in top 10

Funds holding in top 10: 8173 (-8)

26% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 476

Holders
1,078
Holders Change
+38
Holders Change %
+3.65%
% of All Funds
28.72%
Holding in Top 10
73
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.88%
% of All Funds
1.94%
New
104
Increased
352
Reduced
476
Closed
51
Calls
$491M
Puts
$310M
Net Calls
+$181M
Net Calls Change
+$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1026
James Investment Research
Ohio
$60K
JWA
1027
JFS Wealth Advisors
Pennsylvania
$60K
SCA
1028
Strategic Capital Alternatives
United States
$58K +$56.1K +783 New
MJP
1029
Michael J. Puzo
$57K +$54.5K +760 New
RFA
1030
Reilly Financial Advisors
California
$56K +$25.2K +351 +88%
ACS
1031
Archford Capital Strategies
Illinois
$52.3K
BKA
1032
Brick & Kyle Associates
Pennsylvania
$52K
MWAN
1033
Mariner Wealth Advisors (NYC)
Kansas
$51K +$49.4K +689 New
AWM
1034
AllSquare Wealth Management
New York
$47K +$1.79K +25 +4%
PCM
1035
Prelude Capital Management
New York
$39K -$47K -656 -56%
S
1036
SignatureFD
Georgia
$38K +$789 +11 +2%
WTB
1037
Washington Trust Bank
Washington
$37K
WC
1038
Whitnell & Co
Illinois
$37K
CG
1039
Cleary Gull
Wisconsin
$37K +$35.8K +500 New
PSI
1040
Pinnacle Summer Investments
Virginia
$36K
AA
1041
AlphaMark Advisors
Kentucky
$30K
PMFA
1042
Plante Moran Financial Advisors
Michigan
$30K
AP
1043
Atwood & Palmer
Missouri
$28K
BGIM
1044
Brandywine Global Investment Management
Pennsylvania
$27K +$3.66K +51 +17%
OC
1045
Oakworth Capital
Alabama
$26K
MWP
1046
MYCIO Wealth Partners
Pennsylvania
$23K +$72 +1 +0.3%
SIG
1047
Stanford Investment Group
California
$22K
RA
1048
Rational Advisors
New York
$19K -$12.3K -172 -40%
KTC
1049
Kistler-Tiffany Companies
Pennsylvania
$19K
MA
1050
MCF Advisors
Kentucky
$19K

LOW Hedge Fund Activity: Q1 2015 in Review

1,078 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2015, worth a combined $53.3B — up 5.6% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new LOW positions and 51 closed out — a net gain of 53 holders — while 352 added to existing stakes and 476 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $424M. The largest seller was Wellington Management Group, cutting an estimated $542M.

  • 1,078 institutional investors held Lowe's Companies (LOW) as of Q1 2015, up from 1,040 in Q4 2014.
  • Funds reported $53.3B of Lowe's Companies stock for Q1 2015, up 5.6% quarter-over-quarter.
  • 104 funds opened new Lowe's Companies positions in Q1 2015 and 51 closed out, a net change of +53 holders.
  • The largest Lowe's Companies buyer in Q1 2015 was Lone Pine Capital, an estimated $424M added.
  • The largest Lowe's Companies seller in Q1 2015 was Wellington Management Group, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2015.