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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
OCM
1626
Osterweis Capital Management
California
$406K
RMSCM
1627
R.M. Sincerbeaux Capital Management
New York
$406K
BHC
1628
Bowen Hanes & Co
Florida
$404K
SIA
1629
SkyView Investment Advisors
New Jersey
$403K -$31.5K -158 -7%
CP
1630
Camelot Portfolios
Ohio
$400K
CWM
1631
Concentric Wealth Management
California
$399K -$59.8K -300 -13%
KTC
1632
Kistler-Tiffany Companies
Pennsylvania
$399K +$113K +568 +41%
SHA
1633
Seneca House Advisors
Virginia
$398K -$6.78K -34 -2%
ET
1634
Equitable Trust
Tennessee
$398K
CCA
1635
Childress Capital Advisors
Texas
$395K +$71.7K +360 +23%
MAM
1636
McLean Asset Management
Virginia
$395K +$91.3K +458 +37%
LWM
1637
Liberty Wealth Management
California
$395K +$95.5K +479 +34%
9WM
1638
9258 Wealth Management
Ohio
$393K
AIM
1639
Aspen Investment Management
Michigan
$390K +$25.3K +127 +7%
FAFN
1640
First Affirmative Financial Network
Colorado
$390K +$383K +1,922 New
HFG
1641
Heron Financial Group
New York
$389K -$5.98K -30 -2%
FMTCOCP
1642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$388K -$2.69M -13,480 -88%
FCM
1643
Firestone Capital Management
Florida
$388K
QPWM
1644
Quadrant Private Wealth Management
Pennsylvania
$388K +$32.5K +163 +9%
IC
1645
Inscription Capital
Texas
$387K -$2.91M -14,588 -88%
SSWG
1646
Seven Springs Wealth Group
Tennessee
$387K
AG
1647
AlphaSimPlex Group
Massachusetts
$385K -$558K -2,798 -60%
KLI
1648
Kelman-Lazarov Inc
Tennessee
$384K -$50.8K -255 -12%
PIMG
1649
Patriot Investment Management Group
Tennessee
$384K +$62K +311 +20%
PL
1650
Plancorp LLC
Missouri
$382K -$40.5K -203 -10%

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.