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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
WPA
1501
Winning Points Advisors
Florida
$533K
B
1502
Barings
North Carolina
$531K -$454K -2,277 -47%
CQS
1503
Credential Qtrade Securities
$527K +$35.7K +179 +7%
IAMOG
1504
Investors Asset Management of Georgia
Georgia
$527K -$79.7K -400 -13%
BA
1505
Bluesphere Advisors
Pennsylvania
$527K
HVIA
1506
Hudson Valley Investment Advisors
New York
$527K +$32.5K +163 +7%
FSG
1507
Financial Strategies Group
Michigan
$527K +$83.7K +420 +19%
KPW
1508
Kore Private Wealth
New York
$526K +$261K +1,308 +102%
PTC
1509
Philadelphia Trust Company
Pennsylvania
$524K -$7.77K -39 -1%
MWA
1510
Meridian Wealth Advisors
Texas
$524K +$199 +1 +0%
LWAC
1511
Laurel Wealth Advisors (California)
California
$523K -$118K -591 -19%
SCA
1512
Stokes Capital Advisors
South Carolina
$523K
CFP
1513
Curran Financial Partners
South Carolina
$520K -$3.19K -16 -0.6%
FA
1514
Financial Advisors
Massachusetts
$519K
PP
1515
PDS Planning
Ohio
$518K +$40.9K +205 +9%
1W
1516
1776 Wealth
Georgia
$517K -$31.9K -160 -6%
DWM
1517
Darwin Wealth Management
Florida
$513K +$598 +3 +0.1%
CIA
1518
Cascade Investment Advisors
Oregon
$510K +$54.8K +275 +12%
PP
1519
Patron Partners
Texas
$510K
MHIC
1520
Marble Harbor Investment Counsel
Massachusetts
$505K -$211K -1,060 -30%
BIA
1521
BHK Investment Advisors
Alabama
$505K -$4.98K -25 -1%
SFA
1522
Souders Financial Advisors
Ohio
$505K
WFI
1523
West Family Investments
California
$505K +$14.9K +75 +3%
MWPCG
1524
Measured Wealth Private Client Group
New Hampshire
$504K -$1.79K -9 -0.4%
NSIM
1525
North Star Investment Management
Illinois
$503K

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.