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Lowe's Companies

1,205 hedge funds and large institutions have $47.1B invested in Lowe's Companies in 2016 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 445 increasing their positions, 512 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $513M | Put options by funds: $486M

1% less funds holding

Funds holding: 1,2161,205 (-11)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

1.26% less ownership

Funds ownership: 76.52%75.26% (-1.3%)

12% less capital invested

Capital invested by funds: $53.8B → $47.1B (-$6.67B)

13% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 512

19% less funds holding in top 10

Funds holding in top 10: 7057 (-13)

Holders
1,205
Holders Change
-11
Holders Change %
-0.9%
% of All Funds
32.14%
Holding in Top 10
57
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-18.57%
% of All Funds
1.52%
New
84
Increased
445
Reduced
512
Closed
85
Calls
$513M
Puts
$486M
Net Calls
+$26.7M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
1076
Zeke Capital Advisors
Pennsylvania
$215K +$235K +3,026 New
DLA
1077
Douglas Lane & Associates
New York
$212K
FIM
1078
Friedberg Investment Management
Texas
$212K
SFM
1079
Sphera Funds Management
Israel
$212K +$229K +2,940 New
SCA
1080
STALEY CAPITAL ADVISERS
Pennsylvania
$209K -$46.7K -600 -17%
QAM
1081
Quantres Asset Management
Cayman Islands
$209K +$226K +2,900 New
GT
1082
Greenleaf Trust
Michigan
$208K -$9.72K -125 -4%
BAM
1083
Brave Asset Management
New Jersey
$208K
IIC
1084
Integrated Investment Consultants
Michigan
$208K
NL
1085
NWAM LLC
Washington
$206K +$222K +2,851 New
CG
1086
Caprock Group
Idaho
$204K +$12.8K +165 +6%
FB
1087
Fulton Bank
Pennsylvania
$202K -$47.5K -611 -18%
WIA
1088
Westbourne Investment Advisors
Maryland
$201K +$72.7K +935 +51%
CWM
1089
Cornerstone Wealth Management
Missouri
$200K +$214K +2,748 New
BAM
1090
Berkshire Asset Management
Pennsylvania
$200K +$216K +2,776 New
CFS
1091
Commonwealth Financial Services
West Virginia
$195K
LSV Asset Management
1092
LSV Asset Management
Illinois
$194K +$210K +2,700 New
PFSC
1093
Peoples Financial Services Corp
Pennsylvania
$191K -$13.6K -175 -6%
WA
1094
WFG Advisors
Texas
$188K +$9.33K +120 +5%
WA
1095
Winfield Associates
Ohio
$187K -$2.41K -31 -1%
SIC
1096
Salem Investment Counselors
North Carolina
$187K -$841K -10,810 -4%
DOA
1097
D'Orazio & Associates
Virginia
$181K -$9.49K -122 -5%
SIG
1098
Schooner Investment Group
Pennsylvania
$180K
Carson Wealth (CWM LLC)
1099
Carson Wealth (CWM LLC)
Nebraska
$178K +$93.7K +1,205 +95%
ECM
1100
Estabrook Capital Management
New York
$176K

LOW Hedge Fund Activity: Q3 2016 in Review

1,205 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2016, worth a combined $47.1B — down 12% from $53.8B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of LOW and 84 opened new positions — a net loss of 1 holder — while 512 trimmed existing stakes and 445 added.

The largest buyer was State Street, adding an estimated $379M. The largest seller was Macquarie Group, cutting an estimated $677M.

  • 1,205 institutional investors held Lowe's Companies (LOW) as of Q3 2016, down from 1,216 in Q2 2016.
  • Funds reported $47.1B of Lowe's Companies stock for Q3 2016, down 12% quarter-over-quarter.
  • 84 funds opened new Lowe's Companies positions in Q3 2016 and 85 closed out, a net change of -1 holder.
  • The largest Lowe's Companies buyer in Q3 2016 was State Street, an estimated $379M added.
  • The largest Lowe's Companies seller in Q3 2016 was Macquarie Group, an estimated $677M sold.

Based on aggregated 13F filings for Q3 2016.