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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
MCA
1726
Martin Capital Advisors
Texas
$409K
TC
1727
Trust Company
Kansas
$409K -$27.2K -131 -7%
RA
1728
Rise Advisors
New York
$408K -$1.04K -5 -0.3%
LCM
1729
LCM Capital Management
Illinois
$407K
CAM
1730
Columbia Asset Management
Michigan
$405K +$13.3K +64 +4%
IWP
1731
Invenio Wealth Partners
Florida
$405K +$373K +1,794 New
RWM
1732
RKL Wealth Management
Pennsylvania
$405K -$8.94K -43 -2%
EIG
1733
Ellenbecker Investment Group
Wisconsin
$404K +$18.1K +87 +5%
KIA
1734
KLR Investment Advisors
Rhode Island
$403K -$2.91K -14 -0.8%
ETIA
1735
Epic Trust Investment Advisors
Washington
$402K -$104K -500 -22%
XWM
1736
Xcel Wealth Management
Florida
$399K
PWM
1737
Paulson Wealth Management
Illinois
$399K -$16.4K -79 -4%
FG
1738
Foster Group
Iowa
$399K +$114K +547 +45%
TWM
1739
Tanager Wealth Management
United Kingdom
$398K
PIMG
1740
Patriot Investment Management Group
Tennessee
$397K +$416 +2 +0.1%
EHC
1741
Everett Harris & Co
California
$395K
SOAMC
1742
Spirit of America Management Corp
New York
$395K
CIP
1743
Convergence Investment Partners
Florida
$393K -$16.6K -80 -4%
FAFN
1744
First Affirmative Financial Network
Colorado
$392K +$66.1K +318 +22%
TWA
1745
TCI Wealth Advisors
Arizona
$390K -$1.46K -7 -0.4%
SIC
1746
Sterling Investment Counsel
New York
$389K
IF
1747
Insight Folios
North Carolina
$388K -$7.07K -34 -2%
SHGA
1748
Sand Hill Global Advisors
California
$387K +$416 +2 +0.1%
TAM
1749
TCP Asset Management
Ohio
$386K
BWP
1750
BSW Wealth Partners
Colorado
$386K -$1.87K -9 -0.5%

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.