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Lowe's Companies

1,478 hedge funds and large institutions have $57.7B invested in Lowe's Companies in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 469 increasing their positions, 658 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 81

47% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $849M

7% more capital invested

Capital invested by funds: $54.1B → $57.7B (+$3.61B)

3% more funds holding in top 10

Funds holding in top 10: 5961 (+2)

2% more funds holding

Funds holding: 1,4431,478 (+35)

0.18% less ownership

Funds ownership: 74.42%74.24% (-0.18%)

29% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 658

Holders
1,478
Holders Change
+35
Holders Change %
+2.43%
% of All Funds
33.84%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.4%
New
130
Increased
469
Reduced
658
Closed
81
Calls
$1.25B
Puts
$849M
Net Calls
+$401M
Net Calls Change
-$304M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1301
Fortis Advisors
Pennsylvania
$191K
AIM
1302
Arcadia Investment Management
Michigan
$190K
Acadian Asset Management
1303
Acadian Asset Management
Massachusetts
$189K -$1.28M -14,133 -88%
KA
1304
Kaizen Advisory
Illinois
$187K +$105K +1,157 +144%
VFA
1305
Valeo Financial Advisors
Indiana
$186K +$24.7K +273 +17%
WF
1306
WealthTrust Fairport
Ohio
$185K -$27.2K -300 -13%
PFSC
1307
Peoples Financial Services Corp
Pennsylvania
$184K -$45.3K -500 -21%
C
1308
Cerebellum
California
$175K -$26.8K -296 -14%
HI
1309
Harrington Investments
California
$171K
VCM
1310
Vigilant Capital Management
Maine
$169K -$7.78K -86 -5%
IUHSA
1311
Itau Unibanco Holding S.A.
Brazil
$163K -$640K -7,073 -81%
WT
1312
Washington Trust
Rhode Island
$163K -$225K -2,484 -59%
CWA
1313
Clarus Wealth Advisors
Arizona
$161K +$166K +1,829 New
FBT
1314
First Bank & Trust
South Dakota
$156K +$35.3K +390 +32%
M
1315
MOTCO
Texas
$154K -$3.17K -35 -2%
KL
1316
KWMG LLC
Kansas
$151K +$143K +1,582 New
LFA
1317
Legacy Financial Advisors
Kentucky
$138K +$8.42K +93 +7%
PMFA
1318
Plante Moran Financial Advisors
Michigan
$134K -$65.4K -723 -34%
EWM
1319
Endurance Wealth Management
Rhode Island
$134K
TL
1320
TrueWealth LLC
Georgia
$134K +$4.07K +45 +3%
BWM
1321
Baystate Wealth Management
Massachusetts
$129K -$23.8K -263 -17%
FIA
1322
FNY Investment Advisers
New York
$127K +$121K +1,338 New
NIM
1323
NuWave Investment Management
New Jersey
$126K +$119K +1,311 New
CBT
1324
Capital Bank & Trust
California
$125K -$14.5K -160 -11%
VCM
1325
Versant Capital Management
Arizona
$125K -$3.08K -34 -3%

LOW Hedge Fund Activity: Q2 2018 in Review

1,478 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2018, worth a combined $57.7B — up 6.7% from $54.1B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new LOW positions and 81 closed out — a net gain of 49 holders — while 469 added to existing stakes and 658 trimmed.

The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $698M. The largest seller was JP Morgan Chase, cutting an estimated $418M.

  • 1,478 institutional investors held Lowe's Companies (LOW) as of Q2 2018, up from 1,443 in Q1 2018.
  • Funds reported $57.7B of Lowe's Companies stock for Q2 2018, up 6.7% quarter-over-quarter.
  • 130 funds opened new Lowe's Companies positions in Q2 2018 and 81 closed out, a net change of +49 holders.
  • The largest Lowe's Companies buyer in Q2 2018 was Pershing Square Capital Management, an estimated $698M added.
  • The largest Lowe's Companies seller in Q2 2018 was JP Morgan Chase, an estimated $418M sold.

Based on aggregated 13F filings for Q2 2018.