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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
AG
1551
Ascent Group
Virginia
$572K -$146K -704 -21%
SAS
1552
Stelac Advisory Services
New York
$570K -$34.5K -166 -6%
CWM
1553
Castle Wealth Management
Florida
$569K -$7.28K -35 -1%
EWA
1554
EverSource Wealth Advisors
Alabama
$567K +$68.4K +329 +15%
MKA
1555
M. Kulyk & Associates
Georgia
$567K
OWA
1556
Opal Wealth Advisors
New York
$565K +$520K +2,502 New
DAS
1557
Dynamic Advisor Solutions
Arizona
$565K +$46K +221 +10%
DSN
1558
D. Scott Neal
Kentucky
$564K
IAMOG
1559
Investors Asset Management of Georgia
Georgia
$564K
DWM
1560
Darwin Wealth Management
Florida
$564K +$52K +250 +11%
SFA
1561
Souders Financial Advisors
Ohio
$563K +$3.33K +16 +0.6%
FAT
1562
First American Trust
California
$563K +$38.5K +185 +8%
EWM
1563
Empirical Wealth Management
Washington
$563K -$178K -856 -26%
TWM
1564
Tradition Wealth Management
Minnesota
$558K +$51.2K +246 +11%
FCB
1565
First County Bank
Connecticut
$557K -$15.4K -74 -3%
TPWA
1566
TRUE Private Wealth Advisors
Oregon
$556K +$1.66K +8 +0.3%
WP
1567
Westmount Partners
California
$553K +$20.8K +100 +4%
HFM
1568
Hartford Funds Management
Pennsylvania
$553K +$57.8K +278 +13%
CFS
1569
CRA Financial Services
New Jersey
$553K -$6.24K -30 -1%
CPIG
1570
Chicago Partners Investment Group
Illinois
$552K -$31.8K -153 -6%
FANJ
1571
Financial Architects (New Jersey)
New Jersey
$550K +$208 +1 +0%
TWM
1572
Triton Wealth Management
Arizona
$549K
WPP
1573
Whalerock Point Partners
Rhode Island
$548K +$18.5K +89 +4%
JIP
1574
Jaffetilchin Investment Partners
Florida
$547K +$47.2K +227 +10%
SWM
1575
Segment Wealth Management
Texas
$547K +$13.3K +64 +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.