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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
BHB
1676
Bank Hapoalim BM
Israel
$366K
AHC
1677
Adell Harriman & Carpenter
Texas
$366K -$19.9K -100 -5%
TA
1678
TrueWealth Advisors
Alabama
$365K
ONST
1679
Old North State Trust
North Carolina
$364K
CIM
1680
Contravisory Investment Management
Massachusetts
$364K +$21.9K +110 +7%
TA
1681
Tectonic Advisors
Texas
$364K +$46K +231 +15%
DTC
1682
Davidson Trust Company
Washington
$364K +$358K +1,794 New
CBFP
1683
Cedar Brook Financial Partners
Ohio
$362K -$44K -221 -11%
SICM
1684
Sustainable Insight Capital Management
New York
$360K -$82.7K -415 -19%
CSWG
1685
Cardinal Strategic Wealth Guidance
Kentucky
$360K
AIC
1686
Archer Investment Corporation
Indiana
$359K +$353K +1,770 New
Financial Engines Advisors
1687
Financial Engines Advisors
California
$358K +$32.9K +165 +10%
STA
1688
Summit Trail Advisors
New York
$356K +$47.6K +239 +16%
SOAMC
1689
Spirit of America Management Corp
New York
$355K
HHGA
1690
Halbert Hargrove Global Advisors
California
$355K +$4.58K +23 +1%
ASFA
1691
All Season Financial Advisors
Colorado
$355K +$349K +1,749 New
AWP
1692
Ascent Wealth Partners
New York
$353K
GWS
1693
Glassman Wealth Services
Virginia
$352K +$22.5K +113 +7%
SBWIC
1694
Schaper Benz & Wise Investment Counsel
Wisconsin
$351K
SCM
1695
Schnieders Capital Management
California
$350K +$1.79K +9 +0.5%
CAI
1696
Capital Advisors Inc
Oklahoma
$348K -$80.3K -403 -19%
XWM
1697
Xcel Wealth Management
Florida
$348K
KFP
1698
KB Financial Partners
New Jersey
$348K +$2.79K +14 +0.8%
BWL
1699
Bogart Wealth LLC
Virginia
$348K +$50.2K +252 +17%
CA
1700
Calton & Associates
Florida
$346K -$74.9K -376 -18%

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.