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Lowe's Companies

1,078 hedge funds and large institutions have $53.3B invested in Lowe's Companies in 2015 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 352 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 51

58% more call options, than puts

Call options by funds: $491M | Put options by funds: $310M

6% more capital invested

Capital invested by funds: $50.5B → $53.3B (+$2.82B)

4% more funds holding

Funds holding: 1,0401,078 (+38)

1.78% less ownership

Funds ownership: 76.09%74.31% (-1.8%)

10% less funds holding in top 10

Funds holding in top 10: 8173 (-8)

26% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 476

Holders
1,078
Holders Change
+38
Holders Change %
+3.65%
% of All Funds
28.72%
Holding in Top 10
73
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.88%
% of All Funds
1.94%
New
104
Increased
352
Reduced
476
Closed
51
Calls
$491M
Puts
$310M
Net Calls
+$181M
Net Calls Change
+$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
151
South Dakota Investment Council
South Dakota
$39.2M -$16.1M -225,150 -30%
CCMH
152
Cornerstone Capital Management Holdings
New York
$38.6M -$1.85M -25,799 -5%
EAM
153
Eventide Asset Management
Massachusetts
$38M +$12.8M +179,000 +54%
FMI
154
Factory Mutual Insurance
Massachusetts
$37.6M -$2.87M -40,000 -7%
RG
155
Renaissance Group
Kentucky
$37.1M -$3.54M -49,358 -9%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$37.1M +$204K +2,850 +0.6%
KeyBank National Association
157
KeyBank National Association
Ohio
$37M -$1.09M -15,252 -3%
BAC
158
Boys Arnold & Co
North Carolina
$36.7M -$29.8K -415 -0.1%
SIC
159
Schwartz Investment Counsel
Michigan
$36.6M -$6.12M -85,400 -15%
GBCP
160
Glade Brook Capital Partners
Connecticut
$36.6M -$35.4M -493,618 -50%
BCM
161
Barometer Capital Management
Ontario, Canada
$36.5M +$35.2M +490,450 New
BAMCO Inc
162
BAMCO Inc
New York
$36.4M -$638K -8,900 -2%
MAM
163
Martingale Asset Management
Massachusetts
$35.7M +$8.41M +117,333 +32%
RCM
164
Riverhead Capital Management
Delaware
$35.2M +$17.9M +249,503 +111%
Daiwa Securities Group
165
Daiwa Securities Group
Japan
$34.4M -$3.03M -42,200 -8%
PMAM
166
Picton Mahoney Asset Management
Ontario, Canada
$33.9M -$1.7M -23,700 -5%
PI
167
PGGM Investments
Netherlands
$33.2M -$4.29M -59,825 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
168
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.9M -$3.06M -42,700 -9%
ADEF
169
Adams Diversified Equity Fund
Maryland
$30.1M -$6.09M -85,000 -17%
WBC
170
Westpac Banking Corp
Australia
$30M +$18.7M +260,955 +323%
Allianz Asset Management
171
Allianz Asset Management
Germany
$29.6M +$13.8M +192,186 +93%
FMW
172
Farr Miller & Washington
District of Columbia
$29.2M -$151K -2,106 -0.5%
Credit Agricole
173
Credit Agricole
France
$28.9M -$55.3K -771 -0.2%
AIG
174
American International Group
New York
$28.9M +$4.39M +61,207 +19%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$28.7M -$444K -6,200 -2%

LOW Hedge Fund Activity: Q1 2015 in Review

1,078 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2015, worth a combined $53.3B — up 5.6% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new LOW positions and 51 closed out — a net gain of 53 holders — while 352 added to existing stakes and 476 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $424M. The largest seller was Wellington Management Group, cutting an estimated $542M.

  • 1,078 institutional investors held Lowe's Companies (LOW) as of Q1 2015, up from 1,040 in Q4 2014.
  • Funds reported $53.3B of Lowe's Companies stock for Q1 2015, up 5.6% quarter-over-quarter.
  • 104 funds opened new Lowe's Companies positions in Q1 2015 and 51 closed out, a net change of +53 holders.
  • The largest Lowe's Companies buyer in Q1 2015 was Lone Pine Capital, an estimated $424M added.
  • The largest Lowe's Companies seller in Q1 2015 was Wellington Management Group, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2015.