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Lowe's Companies

956 hedge funds and large institutions have $37.6B invested in Lowe's Companies in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 302 increasing their positions, 432 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $281M | Put options by funds: $271M

0.85% less ownership

Funds ownership: 75.98%75.14% (-0.85%)

4% less capital invested

Capital invested by funds: $39.1B → $37.6B (-$1.55B)

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

2% less funds holding

Funds holding: 973956 (-17)

18% less funds holding in top 10

Funds holding in top 10: 3831 (-7)

30% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 432

Holders
956
Holders Change
-17
Holders Change %
-1.75%
% of All Funds
27.61%
Holding in Top 10
31
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.42%
% of All Funds
0.9%
New
68
Increased
302
Reduced
432
Closed
75
Calls
$281M
Puts
$271M
Net Calls
+$9.99M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
101
Fred Alger Management
New York
$52.7M -$157M -3,252,249 -75%
CC
102
Carlson Capital
Texas
$50.9M +$185K +3,825 +0.4%
SC
103
Samlyn Capital
New York
$50.6M +$49.9M +1,034,894 New
Swiss National Bank
104
Swiss National Bank
Switzerland
$49.8M -$4.98M -103,100 -9%
Lord, Abbett & Co
105
Lord, Abbett & Co
New Jersey
$49.5M +$19.1M +396,824 +64%
SONJCPFA
106
State of New Jersey Common Pension Fund A
New Jersey
$49.4M -$9.17M -190,000 -16%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$49.4M -$1.3M -26,900 -3%
ASC
108
Atalanta Sosnoff Capital
New York
$48.2M -$866K -17,949 -2%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$48M -$270K -5,594 -0.6%
CII
110
CR Intrinsic Investors
Connecticut
$47M -$869K -18,000 -2%
NFA
111
Nationwide Fund Advisors
Ohio
$46.8M +$3.37M +69,786 +8%
CBOA
112
Commonwealth Bank of Australia
Australia
$45.7M -$615K -12,752 -1%
Fidelity International
113
Fidelity International
Bermuda
$44M -$2.41M -50,000 -5%
MCM
114
Marsico Capital Management
Colorado
$43.9M +$2.8M +57,989 +7%
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$43.3M -$1.53M -31,800 -3%
LBG
116
Lloyds Banking Group
United Kingdom
$42.7M +$16.8M +349,151 +67%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$42.5M -$1.97M -40,810 -4%
Barclays
118
Barclays
United Kingdom
$42.2M -$25.9M -537,610 -38%
KIG
119
Kovitz Investment Group
Illinois
$41.3M +$44.1M +913,187 +520%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.9M -$3.89M -80,675 -9%
TD Asset Management
121
TD Asset Management
Ontario, Canada
$40.8M +$2.23M +46,200 +6%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$40.5M +$14.1M +291,400 +54%
ClearBridge Investments
123
ClearBridge Investments
New York
$40.4M +$2.29M +47,369 +6%
CP
124
Coho Partners
Pennsylvania
$40.3M +$4.16M +86,222 +12%
SC
125
Saturna Capital
Washington
$39.7M +$29K +600 +0.1%

LOW Hedge Fund Activity: Q1 2014 in Review

956 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2014, worth a combined $37.6B — down 4% from $39.1B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of LOW and 68 opened new positions — a net loss of 7 holders — while 432 trimmed existing stakes and 302 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $421M. The largest seller was Fidelity Investments, cutting an estimated $579M.

  • 956 institutional investors held Lowe's Companies (LOW) as of Q1 2014, down from 973 in Q4 2013.
  • Funds reported $37.6B of Lowe's Companies stock for Q1 2014, down 4% quarter-over-quarter.
  • 68 funds opened new Lowe's Companies positions in Q1 2014 and 75 closed out, a net change of -7 holders.
  • The largest Lowe's Companies buyer in Q1 2014 was T. Rowe Price Associates, an estimated $421M added.
  • The largest Lowe's Companies seller in Q1 2014 was Fidelity Investments, an estimated $579M sold.

Based on aggregated 13F filings for Q1 2014.