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Lowe's Companies

2,411 hedge funds and large institutions have $129B invested in Lowe's Companies in 2021 Q4 according to their latest regulatory filings, with 410 funds opening new positions, 724 increasing their positions, 957 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 410 | Existing positions closed: 93

35% more funds holding in top 10

Funds holding in top 10: 107144 (+37)

25% more capital invested

Capital invested by funds: $103B → $129B (+$25.7B)

13% more funds holding

Funds holding: 2,1302,411 (+281)

0.95% more ownership

Funds ownership: 73.51%74.46% (+0.95%)

24% less call options, than puts

Call options by funds: $2.15B | Put options by funds: $2.82B

24% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 957

Holders
2,411
Holders Change
+281
Holders Change %
+13.19%
% of All Funds
37.1%
Holding in Top 10
144
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+34.58%
% of All Funds
2.22%
New
410
Increased
724
Reduced
957
Closed
93
Calls
$2.15B
Puts
$2.82B
Net Calls
-$673M
Net Calls Change
+$349M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1951
Birchcreek Wealth Management
Ohio
$338K -$3.8K -16 -1%
CPC
1952
Congress Park Capital
New York
$338K
SAM
1953
Secure Asset Management
Michigan
$338K +$238 +1 +0.1%
AC
1954
ASB Consultores
Florida
$338K +$311K +1,307 New
UAML
1955
US Asset Management LLC
Pennsylvania
$337K
HCA
1956
Hyperion Capital Advisors
New York
$336K
TC
1957
Truvestments Capital
Florida
$336K +$713 +3 +0.2%
CC
1958
Callan Capital
California
$335K +$49.2K +207 +19%
Financial Engines Advisors
1959
Financial Engines Advisors
California
$334K -$114K -478 -27%
HCM
1960
Hall Capital Management
Rhode Island
$334K -$6.66K -28 -2%
KWM
1961
Kolinsky Wealth Management
New Jersey
$334K +$308K +1,294 New
CWM
1962
Circle Wealth Management
New Jersey
$333K
OWA
1963
Octavia Wealth Advisors
Ohio
$332K -$5.71K -24 -2%
FA
1964
Fermata Advisors
California
$331K -$5.94K -25 -2%
KA
1965
Kozak & Associates
Colorado
$330K +$127K +533 +57%
MCA
1966
Millennium Capital Advisors
Arkansas
$330K +$303K +1,275 New
MW
1967
Milestone Wealth
New York
$328K +$302K +1,269 New
FG
1968
Foster Group
Iowa
$327K +$301K +1,265 New
SIM
1969
SSI Investment Management
California
$326K
MHR
1970
Matthew Hamilton Rosenberg
$326K +$9.75K +41 +3%
EWM
1971
Endowment Wealth Management
Wisconsin
$326K +$300K +1,262 New
AFS
1972
Axiom Financial Strategies
Indiana
$325K -$16.9K -71 -5%
BA
1973
Ballew Advisors
Mississippi
$325K +$238 +1 +0.1%
AC
1974
AWM Capital
Arizona
$324K
NPA
1975
Nichols & Pratt Advisers
Massachusetts
$323K -$178K -750 -38%

LOW Hedge Fund Activity: Q4 2021 in Review

2,411 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q4 2021, worth a combined $129B — up 25% from $103B a quarter earlier.

Buyers outnumbered sellers: 410 funds opened new LOW positions and 93 closed out — a net gain of 317 holders — while 724 added to existing stakes and 957 trimmed.

The largest buyer was Salem Investment Counselors, adding an estimated $721M. The largest seller was Macquarie Group, cutting an estimated $696M.

  • 2,411 institutional investors held Lowe's Companies (LOW) as of Q4 2021, up from 2,130 in Q3 2021.
  • Funds reported $129B of Lowe's Companies stock for Q4 2021, up 25% quarter-over-quarter.
  • 410 funds opened new Lowe's Companies positions in Q4 2021 and 93 closed out, a net change of +317 holders.
  • The largest Lowe's Companies buyer in Q4 2021 was Salem Investment Counselors, an estimated $721M added.
  • The largest Lowe's Companies seller in Q4 2021 was Macquarie Group, an estimated $696M sold.

Based on aggregated 13F filings for Q4 2021.