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Lowe's Companies

1,815 hedge funds and large institutions have $77.5B invested in Lowe's Companies in 2020 Q2 according to their latest regulatory filings, with 289 funds opening new positions, 614 increasing their positions, 705 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 71

143% more funds holding in top 10

Funds holding in top 10: 49119 (+70)

57% more capital invested

Capital invested by funds: $49.4B → $77.5B (+$28.1B)

13% more funds holding

Funds holding: 1,6131,815 (+202)

1.24% more ownership

Funds ownership: 74.84%76.07% (+1.2%)

3% less call options, than puts

Call options by funds: $902M | Put options by funds: $926M

13% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 705

Holders
1,815
Holders Change
+202
Holders Change %
+12.52%
% of All Funds
37.21%
Holding in Top 10
119
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+142.86%
% of All Funds
2.44%
New
289
Increased
614
Reduced
705
Closed
71
Calls
$902M
Puts
$926M
Net Calls
-$24.6M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
1526
Seneca House Advisors
Virginia
$265K +$224K +1,960 New
RG
1527
Rikoon Group
New Mexico
$264K +$223K +1,957 New
DSN
1528
D. Scott Neal
Kentucky
$262K +$221K +1,938 New
ONST
1529
Old North State Trust
North Carolina
$262K +$222K +1,940 New
OFG
1530
Oxford Financial Group
Indiana
$261K +$221K +1,932 New
CFS
1531
CRA Financial Services
New Jersey
$261K +$221K +1,933 New
VWA
1532
V Wealth Advisors
Kansas
$260K +$220K +1,924 New
RWA
1533
Redhawk Wealth Advisors
Minnesota
$259K +$219K +1,914 New
SWM
1534
Segment Wealth Management
Texas
$259K +$219K +1,914 New
BHB
1535
Bank Hapoalim BM
Israel
$259K +$219K +1,917 New
HCM
1536
HMS Capital Management
Tennessee
$258K +$218K +1,913 New
CH
1537
Canton Hathaway
Rhode Island
$257K
RCG
1538
Rock Creek Group
District of Columbia
$257K +$33.7K +295 +18%
UBV
1539
United Bank (Virginia)
Virginia
$257K +$217K +1,903 New
IHL
1540
Investment House LLC
California
$257K +$218K +1,905 New
SFA
1541
Stewardship Financial Advisors
Georgia
$256K +$216K +1,892 New
CPA
1542
Capital Planning Advisors
California
$256K +$217K +1,898 New
TAM
1543
Townsend Asset Management
North Carolina
$255K +$216K +1,887 New
RIM
1544
Redwood Investment Management
Arizona
$253K -$699K -6,119 -77%
CQS
1545
Credential Qtrade Securities
$251K -$14.5K -127 -6%
CSWG
1546
Cardinal Strategic Wealth Guidance
Kentucky
$250K +$212K +1,852 New
CPIG
1547
Chicago Partners Investment Group
Illinois
$248K +$190K +1,664 New
DCM
1548
Driehaus Capital Management
Illinois
$248K +$209K +1,832 New
TPWA
1549
TRUE Private Wealth Advisors
Oregon
$247K +$33.2K +291 +19%
IC
1550
Inscription Capital
Texas
$247K +$209K +1,826 New

LOW Hedge Fund Activity: Q2 2020 in Review

1,815 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2020, worth a combined $77.5B — up 57% from $49.4B a quarter earlier.

Buyers outnumbered sellers: 289 funds opened new LOW positions and 71 closed out — a net gain of 218 holders — while 614 added to existing stakes and 705 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $284M. The largest seller was Wellington Management Group, cutting an estimated $438M.

  • 1,815 institutional investors held Lowe's Companies (LOW) as of Q2 2020, up from 1,613 in Q1 2020.
  • Funds reported $77.5B of Lowe's Companies stock for Q2 2020, up 57% quarter-over-quarter.
  • 289 funds opened new Lowe's Companies positions in Q2 2020 and 71 closed out, a net change of +218 holders.
  • The largest Lowe's Companies buyer in Q2 2020 was Massachusetts Financial Services, an estimated $284M added.
  • The largest Lowe's Companies seller in Q2 2020 was Wellington Management Group, an estimated $438M sold.

Based on aggregated 13F filings for Q2 2020.