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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
DA
1526
Doliver Advisors
Texas
$502K +$45.4K +228 +10%
FC
1527
Fusion Capital
South Carolina
$498K -$598 -3 -0.1%
NL
1528
Navalign LLC
California
$497K -$25.3K -127 -5%
SAG
1529
Spotlight Asset Group
Illinois
$496K -$68.2K -342 -12%
RSWM
1530
Robertson Stephens Wealth Management
California
$496K -$65.8K -330 -12%
CCWA
1531
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$495K +$797 +4 +0.2%
KP
1532
Keel Point
Alabama
$494K -$43.2K -217 -8%
CIA
1533
CCM Investment Advisers
South Carolina
$494K -$29.9K -150 -6%
CFS
1534
CRA Financial Services
New Jersey
$494K +$34.9K +175 +8%
TWM
1535
Triton Wealth Management
Arizona
$493K
PMFA
1536
Plante Moran Financial Advisors
Michigan
$492K +$239K +1,201 +98%
CAAS
1537
Capital Asset Advisory Services
Michigan
$491K -$136K -681 -22%
CAMG
1538
CWA Asset Management Group
Florida
$491K +$166K +833 +53%
BAM
1539
Barrett Asset Management
New York
$490K +$24.9K +125 +5%
AC
1540
Avestar Capital
New York
$487K -$9.96K -50 -2%
PAS
1541
Professional Advisory Services
Florida
$487K
TFO
1542
Tarbox Family Office
California
$486K
SCM
1543
Southport Capital Management
Tennessee
$484K -$886K -4,445 -65%
WDG
1544
Wealth Dimensions Group
Ohio
$484K -$41.9K -210 -8%
VWA
1545
V Wealth Advisors
Kansas
$484K -$8.57K -43 -2%
PCG
1546
Private Capital Group
Connecticut
$483K +$25.3K +127 +6%
AIP
1547
Almanack Investment Partners
Pennsylvania
$473K -$1.4K -7 -0.3%
PWM
1548
Prentice Wealth Management
New York
$473K +$1.2K +6 +0.3%
TFA
1549
Teamwork Financial Advisors
Texas
$473K +$157K +789 +51%
DWM
1550
Dorchester Wealth Management
Quebec, Canada
$472K -$120K -600 -21%

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.