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Lowe's Companies

1,276 hedge funds and large institutions have $48.9B invested in Lowe's Companies in 2017 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 506 increasing their positions, 488 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $763M

4% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 488

0.18% more ownership

Funds ownership: 74.37%74.55% (+0.18%)

2% less funds holding

Funds holding: 1,2961,276 (-20)

8% less capital invested

Capital invested by funds: $53B → $48.9B (-$4.12B)

10% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 100

31% less funds holding in top 10

Funds holding in top 10: 7250 (-22)

Holders
1,276
Holders Change
-20
Holders Change %
-1.54%
% of All Funds
31.81%
Holding in Top 10
50
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-30.56%
% of All Funds
1.25%
New
90
Increased
506
Reduced
488
Closed
100
Calls
$1.39B
Puts
$763M
Net Calls
+$627M
Net Calls Change
+$328M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1126
Cutler Investment Counsel
Oregon
$233K
DOA
1127
D'Orazio & Associates
Virginia
$233K +$40.9K +500 +20%
Hudson Bay Capital Management
1128
Hudson Bay Capital Management
Connecticut
$233K +$245K +3,000 New
VFPI
1129
Vantage Financial Partners (Illinois)
Illinois
$233K +$245K +3,000 New
CG
1130
Caprock Group
Idaho
$233K +$246K +3,008 New
SFA
1131
Sequoia Financial Advisors
Ohio
$228K -$25.3K -309 -10%
FIM
1132
Friedberg Investment Management
Texas
$228K
BAM
1133
Brave Asset Management
New Jersey
$227K +$3.43K +42 +1%
IIC
1134
Integrated Investment Consultants
Michigan
$226K
SCA
1135
STALEY CAPITAL ADVISERS
Pennsylvania
$225K
BHB
1136
Bank Hapoalim BM
Israel
$223K
HAM
1137
Highstreet Asset Management
Ontario, Canada
$222K +$234K +2,860 New
TBA
1138
Train Babcock Advisors
New York
$221K
WA
1139
WFG Advisors
Texas
$221K +$59.7K +730 +34%
SIM
1140
SSI Investment Management
California
$220K -$2.62K -32 -1%
PWS
1141
Paragon Wealth Strategies
Florida
$216K +$490 +6 +0.2%
PAS
1142
Professional Advisory Services
Florida
$213K
PL
1143
Plancorp LLC
Missouri
$212K
PFPT
1144
Pinnacle Financial Partners (Tennessee)
Tennessee
$212K +$224K +2,743 New
RBC
1145
Ronald Blue & Co
Georgia
$210K -$16.8K -205 -7%
GLA
1146
Good Life Advisors
Pennsylvania
$210K +$224K +2,739 New
AW
1147
Alpha Windward
Massachusetts
$207K -$163 -2 -0.1%
SFM
1148
Sphera Funds Management
Israel
$202K
BCM
1149
Brookmont Capital Management
Texas
$202K +$213K +2,608 New
CWM
1150
Concentric Wealth Management
California
$201K

LOW Hedge Fund Activity: Q2 2017 in Review

1,276 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2017, worth a combined $48.9B — down 7.8% from $53B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of LOW and 90 opened new positions — a net loss of 10 holders — while 488 trimmed existing stakes and 506 added.

The largest buyer was Fidelity Investments, adding an estimated $305M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.06B.

  • 1,276 institutional investors held Lowe's Companies (LOW) as of Q2 2017, down from 1,296 in Q1 2017.
  • Funds reported $48.9B of Lowe's Companies stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 90 funds opened new Lowe's Companies positions in Q2 2017 and 100 closed out, a net change of -10 holders.
  • The largest Lowe's Companies buyer in Q2 2017 was Fidelity Investments, an estimated $305M added.
  • The largest Lowe's Companies seller in Q2 2017 was T. Rowe Price Associates, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2017.