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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
LFA
1626
Legacy Financial Advisors
Kentucky
$493K +$40.1K +193 +10%
CH
1627
Canton Hathaway
Rhode Island
$493K
LWM
1628
Lyell Wealth Management
California
$493K -$624 -3 -0.1%
WF
1629
Wayfinding Financial
Washington
$492K +$15.4K +74 +4%
QPWM
1630
Quadrant Private Wealth Management
Pennsylvania
$491K +$20.8K +100 +5%
CCP
1631
Cassia Capital Partners
North Carolina
$490K
HI
1632
Humankind Investments
New York
$490K +$141K +677 +45%
SHFA
1633
SC&H Financial Advisors
Maryland
$490K -$1.87K -9 -0.4%
PCG
1634
Prosperity Consulting Group
Maryland
$488K -$35.6K -171 -7%
MWA
1635
Mills Wealth Advisors
Texas
$485K -$1.87K -9 -0.4%
FA
1636
Fiduciary Alliance
South Carolina
$485K +$77K +370 +21%
MAM
1637
Mystic Asset Management
Rhode Island
$484K
CWM
1638
Centurion Wealth Management
Virginia
$483K -$21.8K -105 -5%
SBWIC
1639
Schaper Benz & Wise Investment Counsel
Wisconsin
$481K
PTC
1640
Philadelphia Trust Company
Pennsylvania
$480K -$26K -125 -6%
MWPCG
1641
Measured Wealth Private Client Group
New Hampshire
$478K
AHC
1642
Adell Harriman & Carpenter
Texas
$478K -$25.4K -122 -5%
JCM
1643
Janney Capital Management
Pennsylvania
$477K -$2.08K -10 -0.5%
DTC
1644
Davidson Trust Company
Washington
$477K +$115K +553 +35%
NHC
1645
Nicholas Hoffman & Company
Georgia
$476K -$91.7K -441 -17%
RAM
1646
Redmond Asset Management
Virginia
$476K
SC
1647
SRB Corp
Massachusetts
$474K +$64.3K +309 +17%
CPA
1648
Capital Planning Advisors
California
$473K +$4.37K +21 +1%
PP
1649
Patron Partners
Texas
$473K +$30.6K +147 +8%
WT
1650
Washington Trust
Rhode Island
$471K -$624 -3 -0.1%

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.