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Lowe's Companies

1,557 hedge funds and large institutions have $66.8B invested in Lowe's Companies in 2019 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 563 increasing their positions, 635 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 87

24% more funds holding in top 10

Funds holding in top 10: 5467 (+13)

19% more capital invested

Capital invested by funds: $56.2B → $66.8B (+$10.7B)

3% more funds holding

Funds holding: 1,5121,557 (+45)

7% more call options, than puts

Call options by funds: $879M | Put options by funds: $823M

0.35% more ownership

Funds ownership: 75.93%76.29% (+0.35%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 635

Holders
1,557
Holders Change
+45
Holders Change %
+2.98%
% of All Funds
33.7%
Holding in Top 10
67
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.07%
% of All Funds
1.45%
New
146
Increased
563
Reduced
635
Closed
87
Calls
$879M
Puts
$823M
Net Calls
+$56.1M
Net Calls Change
+$81.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
1401
Laurie J. Hall Trustee
$120K
DWM
1402
Destination Wealth Management
California
$119K -$14.2K -142 -12%
JWA
1403
JFS Wealth Advisors
Pennsylvania
$117K +$100 +1 +0.1%
CCM
1404
Cribstone Capital Management
Maine
$116K -$1.7K -17 -2%
SHJ
1405
Sharkey, Howes & Javer
Colorado
$113K
PCTC
1406
Perkins Coie Trust Company
Washington
$110K
FC
1407
Ferris Capital
Massachusetts
$107K -$499 -5 -0.5%
DWA
1408
Dougherty Wealth Advisers
Minnesota
$106K
SIAS
1409
Shine Investment Advisory Services
Colorado
$105K +$12.3K +123 +15%
WG
1410
Welch Group
Alabama
$105K +$95.5K +957 New
HIM
1411
Hillsdale Investment Management
Ontario, Canada
$105K +$95.8K +960 New
BAM
1412
Bruderman Asset Management
New York
$104K
MSFP
1413
Mark Sheptoff Financial Planning
Connecticut
$103K
OIA
1414
OneDigital Investment Advisors
Kansas
$103K
SCM
1415
Shelton Capital Management
Colorado
$102K -$6.15M -61,669 -85%
PFGIA
1416
Patriot Financial Group Insurance Agency
Massachusetts
$102K +$8.88K +89 +11%
KPW
1417
Kore Private Wealth
New York
$101K -$138K -1,379 -60%
HCM
1418
Hilton Capital Management
New York
$100K +$3.69K +37 +4%
TCM
1419
TD Capital Management
Tennessee
$99K +$6.39K +64 +8%
TFA
1420
Toth Financial Advisory
Virginia
$95K +$399 +4 +0.5%
GAM
1421
Gemmer Asset Management
California
$94K +$2.2K +22 +3%
SQA
1422
Simon Quick Advisors
New Jersey
$90K
CT
1423
Clearstead Trust
Maine
$88K -$13.4K -134 -14%
FWM
1424
Focused Wealth Management
New York
$85K
AF
1425
Allworth Financial
California
$82K -$24K -240 -24%

LOW Hedge Fund Activity: Q1 2019 in Review

1,557 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2019, worth a combined $66.8B — up 19% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new LOW positions and 87 closed out — a net gain of 59 holders — while 563 added to existing stakes and 635 trimmed.

The largest buyer was Jennison Associates, adding an estimated $337M. The largest seller was Magellan Asset Management, cutting an estimated $349M.

  • 1,557 institutional investors held Lowe's Companies (LOW) as of Q1 2019, up from 1,512 in Q4 2018.
  • Funds reported $66.8B of Lowe's Companies stock for Q1 2019, up 19% quarter-over-quarter.
  • 146 funds opened new Lowe's Companies positions in Q1 2019 and 87 closed out, a net change of +59 holders.
  • The largest Lowe's Companies buyer in Q1 2019 was Jennison Associates, an estimated $337M added.
  • The largest Lowe's Companies seller in Q1 2019 was Magellan Asset Management, an estimated $349M sold.

Based on aggregated 13F filings for Q1 2019.