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Lowe's Companies

2,344 hedge funds and large institutions have $96.9B invested in Lowe's Companies in 2023 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 821 increasing their positions, 977 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 105

30% more call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.32B

20% more funds holding in top 10

Funds holding in top 10: 84101 (+17)

10% more capital invested

Capital invested by funds: $88B → $96.9B (+$8.93B)

2% more funds holding

Funds holding: 2,2972,344 (+47)

0.55% less ownership

Funds ownership: 74.01%73.46% (-0.55%)

16% less repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 977

Holders
2,344
Holders Change
+47
Holders Change %
+2.05%
% of All Funds
36.8%
Holding in Top 10
101
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+20.24%
% of All Funds
1.59%
New
172
Increased
821
Reduced
977
Closed
105
Calls
$1.71B
Puts
$1.32B
Net Calls
+$396M
Net Calls Change
+$795M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1276
Montgomery Investment Management
Maryland
$1.01M
TIA
1277
Trust Investment Advisors
Indiana
$1.01M +$41.6K +200 +5%
MBT
1278
Montecito Bank & Trust
California
$1.01M +$1.46K +7 +0.2%
GWANC
1279
Guardian Wealth Advisors (North Carolina)
North Carolina
$1M +$48K +231 +5%
FPCP
1280
Fort Point Capital Partners
California
$1M +$71.8K +345 +8%
RWA
1281
Rainsberger Wealth Advisors
Colorado
$995K -$953K -4,583 -51%
BB
1282
Bell Bank
North Dakota
$993K +$160K +771 +21%
RDWM
1283
Red Door Wealth Management
Tennessee
$992K +$149K +718 +20%
DOA
1284
D'Orazio & Associates
Virginia
$990K +$165K +791 +22%
PWM
1285
Perigon Wealth Management
California
$986K +$95.3K +458 +12%
JDR
1286
Jay D. Rosenbaum
$982K +$65.7K +316 +8%
SC
1287
Schulhoff & Co
Ohio
$981K -$16.6K -80 -2%
ZIM
1288
Zacks Investment Management
Illinois
$980K -$214K -1,027 -19%
PP
1289
PDS Planning
Ohio
$977K +$128K +613 +17%
VCM
1290
Vigilant Capital Management
Maine
$976K +$33.3K +160 +4%
MTC
1291
McDaniel Terry & Co
Texas
$975K +$12.7K +61 +1%
SG
1292
Somerset Group
Minnesota
$972K -$62.4K -300 -7%
CFP
1293
Catalyst Financial Partners
Massachusetts
$972K +$150K +721 +20%
FPA
1294
First Pacific Advisors
California
$971K
TPCW
1295
TD Private Client Wealth
New York
$969K +$93.6K +450 +12%
PIP
1296
Peachtree Investment Partners
Florida
$967K +$298K +1,432 +50%
AWM
1297
Avior Wealth Management
Nebraska
$960K +$62.6K +301 +8%
NHT
1298
New Hampshire Trust
New Hampshire
$958K +$12.7K +61 +1%
SFG
1299
SevenBridge Financial Group
Pennsylvania
$957K -$3.12K -15 -0.4%
ACM
1300
Advisors Capital Management
New Jersey
$955K -$112K -538 -11%

LOW Hedge Fund Activity: Q2 2023 in Review

2,344 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2023, worth a combined $96.9B — up 10% from $88B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new LOW positions and 105 closed out — a net gain of 67 holders — while 821 added to existing stakes and 977 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $500M. The largest seller was Pershing Square Capital Management, cutting an estimated $534M.

  • 2,344 institutional investors held Lowe's Companies (LOW) as of Q2 2023, up from 2,297 in Q1 2023.
  • Funds reported $96.9B of Lowe's Companies stock for Q2 2023, up 10% quarter-over-quarter.
  • 172 funds opened new Lowe's Companies positions in Q2 2023 and 105 closed out, a net change of +67 holders.
  • The largest Lowe's Companies buyer in Q2 2023 was JP Morgan Chase, an estimated $500M added.
  • The largest Lowe's Companies seller in Q2 2023 was Pershing Square Capital Management, an estimated $534M sold.

Based on aggregated 13F filings for Q2 2023.