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Lowe's Companies

1,520 hedge funds and large institutions have $69.7B invested in Lowe's Companies in 2018 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 469 increasing their positions, 701 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 71

39% more funds holding in top 10

Funds holding in top 10: 6185 (+24)

21% more capital invested

Capital invested by funds: $57.7B → $69.7B (+$11.9B)

3% more funds holding

Funds holding: 1,4781,520 (+42)

0.73% more ownership

Funds ownership: 74.24%74.97% (+0.73%)

0% more call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.18B

33% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 701

Holders
1,520
Holders Change
+42
Holders Change %
+2.84%
% of All Funds
34.75%
Holding in Top 10
85
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+39.34%
% of All Funds
1.94%
New
124
Increased
469
Reduced
701
Closed
71
Calls
$1.18B
Puts
$1.18B
Net Calls
+$965K
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
1476
Country Trust Bank
Illinois
$18K +$1.88K +18 +13%
NWM
1477
Northwest Wealth Management
Iowa
$17K
CHP
1478
Cable Hill Partners
Oregon
$17K +$10.4K +100 +182%
PI
1479
Parkside Investments
Illinois
$17K +$16.1K +155 New
ML
1480
McAdam LLC
Pennsylvania
$16K -$3.54K -34 -19%
CIM
1481
Contravisory Investment Management
Massachusetts
$16K +$14.8K +142 New
EWM
1482
Edge Wealth Management
New York
$15K
TCCM
1483
Timber Creek Capital Management
Massachusetts
$15K
RMAM
1484
Raab & Moskowitz Asset Management
New Jersey
$15K +$14.1K +135 New
WPW
1485
Winthrop Partners - WNY
New York
$13.7K
ACA
1486
Atlas Capital Advisors
Wyoming
$13.4K
IFAM
1487
Institutional & Family Asset Management
Colorado
$13K
OFW
1488
Omnia Family Wealth
Florida
$12K
NC
1489
NewSquare Capital
Pennsylvania
$12K +$521 +5 +5%
SPL
1490
Smart Portfolios LLC
Washington
$12K +$11.1K +107 New
FIA
1491
FNY Investment Advisers
New York
$11K -$129K -1,238 -93%
AWM
1492
Aevitas Wealth Management
Massachusetts
$11K
AWM
1493
AllSquare Wealth Management
New York
$11K
BWA
1494
Burt Wealth Advisors
Maryland
$11K
LWM
1495
Lenox Wealth Management
Ohio
$11K
TIM
1496
Tortoise Investment Management
New York
$11K
RFM
1497
Royal Fund Management
Florida
$10K -$5.63K -54 -36%
ACM
1498
AUA Capital Management
Pennsylvania
$10K
FEG
1499
Financial Enhancement Group
Indiana
$10K
OSNBOA
1500
Old Second National Bank of Aurora
Illinois
$10K

LOW Hedge Fund Activity: Q3 2018 in Review

1,520 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2018, worth a combined $69.7B — up 21% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new LOW positions and 71 closed out — a net gain of 53 holders — while 469 added to existing stakes and 701 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $678M. The largest seller was Magellan Asset Management, cutting an estimated $401M.

  • 1,520 institutional investors held Lowe's Companies (LOW) as of Q3 2018, up from 1,478 in Q2 2018.
  • Funds reported $69.7B of Lowe's Companies stock for Q3 2018, up 21% quarter-over-quarter.
  • 124 funds opened new Lowe's Companies positions in Q3 2018 and 71 closed out, a net change of +53 holders.
  • The largest Lowe's Companies buyer in Q3 2018 was Capital International Investors, an estimated $678M added.
  • The largest Lowe's Companies seller in Q3 2018 was Magellan Asset Management, an estimated $401M sold.

Based on aggregated 13F filings for Q3 2018.