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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
PCS
1476
Personal CFO Solutions
New Jersey
$684K +$34.7K +167 +6%
CB
1477
CNB Bank
Pennsylvania
$682K +$67K +322 +12%
CCWM
1478
Cassaday & Co Wealth Management
Virginia
$681K +$24.3K +117 +4%
NRS
1479
Neville Rodie & Shaw
New York
$681K +$152K +730 +32%
FWM
1480
Forza Wealth Management
Florida
$681K
BWM
1481
Baron Wealth Management
Michigan
$680K +$5.62K +27 +0.9%
GWS
1482
Glassman Wealth Services
Virginia
$679K -$20.4K -98 -3%
DJSG
1483
D.J. St. Germain
Massachusetts
$676K +$623K +2,997 New
SM
1484
Sciencast Management
New Jersey
$675K +$631K +3,032 New
BHC
1485
Bowen Hanes & Co
Florida
$675K
BFM
1486
Boothbay Fund Management
New York
$674K -$223K -1,071 -26%
CA
1487
Carson Advisory
Georgia
$672K -$2.91K -14 -0.5%
PL
1488
Perpetual Ltd
Australia
$669K
AAS
1489
Ameritas Advisory Services
Nebraska
$667K -$1.36M -6,551 -69%
AWG
1490
Altus Wealth Group
Colorado
$666K -$3.12K -15 -0.5%
OFG
1491
Oxford Financial Group
Indiana
$665K +$39.5K +190 +7%
AFG
1492
ABLE Financial Group
Arizona
$664K +$71.8K +345 +13%
OWA
1493
One Wealth Advisors
California
$664K +$109K +525 +22%
APP
1494
Avantax Planning Partners
Iowa
$662K +$17.1K +82 +3%
CDH
1495
Charles D. Hyman
$661K
CGFA
1496
Colton Groome Financial Advisors
North Carolina
$661K +$93.6K +450 +18%
FC
1497
Fusion Capital
South Carolina
$660K +$2.7K +13 +0.4%
SGI
1498
Summit Global Investments
Utah
$656K +$605K +2,908 New
SCA
1499
STALEY CAPITAL ADVISERS
Pennsylvania
$655K -$7.28K -35 -1%
PCP
1500
Proficio Capital Partners
Massachusetts
$654K +$16K +77 +3%

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.