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Lowe's Companies

2,130 hedge funds and large institutions have $103B invested in Lowe's Companies in 2021 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 802 increasing their positions, 844 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 92

10% more funds holding in top 10

Funds holding in top 10: 97107 (+10)

2% more capital invested

Capital invested by funds: $101B → $103B (+$1.75B)

1% more funds holding

Funds holding: 2,1102,130 (+20)

0.6% less ownership

Funds ownership: 74.11%73.51% (-0.6%)

5% less repeat investments, than reductions

Existing positions increased: 802 | Existing positions reduced: 844

33% less call options, than puts

Call options by funds: $2.11B | Put options by funds: $3.13B

Holders
2,130
Holders Change
+20
Holders Change %
+0.95%
% of All Funds
37.28%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.87%
New
140
Increased
802
Reduced
844
Closed
92
Calls
$2.11B
Puts
$3.13B
Net Calls
-$1.02B
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1426
Sentry Investment Management
Wisconsin
$651K +$203K +1,018 +46%
CB
1427
CNB Bank
Pennsylvania
$650K +$110K +551 +21%
JAM
1428
Jupiter Asset Management
United Kingdom
$649K -$68.6M -344,291 -99%
LAM
1429
L2 Asset Management
Massachusetts
$649K -$756K -3,793 -54%
BS
1430
Bessemer Securities
New York
$649K
KPCM
1431
Kings Point Capital Management
New York
$649K
MIA
1432
MainStreet Investment Advisors
Illinois
$646K -$231K -1,161 -27%
CWM
1433
Chesapeake Wealth Management
Virginia
$645K -$77.7K -390 -11%
WIC
1434
Woodmont Investment Counsel
Tennessee
$645K
AP
1435
Appleton Partners
Massachusetts
$638K -$12.2K -61 -2%
TWI
1436
Thomas White International
Illinois
$637K
AGA
1437
Accuvest Global Advisors
Utah
$637K +$613K +3,076 New
CDH
1438
Charles D. Hyman
$633K -$9.96K -50 -2%
AWP
1439
Abacus Wealth Partners
California
$625K +$16.7K +84 +3%
WMA
1440
Wealth Management Associates
New Jersey
$625K -$12.2K -61 -2%
CWM
1441
Curi Wealth Management
North Carolina
$624K +$1.99K +10 +0.3%
AAP
1442
Arax Advisory Partners
Colorado
$623K +$8.97K +45 +1%
CWP
1443
Concord Wealth Partners
Virginia
$617K -$332K -1,665 -35%
AWA
1444
Arkadios Wealth Advisors
Georgia
$609K -$423K -2,122 -41%
ACH
1445
ArrowMark Colorado Holdings
Colorado
$609K
CIC
1446
Cutler Investment Counsel
Oregon
$609K
HA
1447
Harbor Advisors
Florida
$609K
RA
1448
Rational Advisors
New York
$609K +$598K +3,000 New
AFAS
1449
Acorn Financial Advisory Services
Virginia
$608K -$223K -1,117 -27%
PRWA
1450
Platte River Wealth Advisors
Colorado
$608K +$1.59K +8 +0.3%

LOW Hedge Fund Activity: Q3 2021 in Review

2,130 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2021, worth a combined $103B — up 1.7% from $101B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new LOW positions and 92 closed out — a net gain of 48 holders — while 802 added to existing stakes and 844 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $268M. The largest seller was Ameriprise, cutting an estimated $528M.

  • 2,130 institutional investors held Lowe's Companies (LOW) as of Q3 2021, up from 2,110 in Q2 2021.
  • Funds reported $103B of Lowe's Companies stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 140 funds opened new Lowe's Companies positions in Q3 2021 and 92 closed out, a net change of +48 holders.
  • The largest Lowe's Companies buyer in Q3 2021 was Wellington Management Group, an estimated $268M added.
  • The largest Lowe's Companies seller in Q3 2021 was Ameriprise, an estimated $528M sold.

Based on aggregated 13F filings for Q3 2021.