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Lowe's Companies

924 hedge funds and large institutions have $38.7B invested in Lowe's Companies in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 258 increasing their positions, 437 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 48

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

18% more call options, than puts

Call options by funds: $646M | Put options by funds: $547M

16% more capital invested

Capital invested by funds: $33.5B → $38.7B (+$5.25B)

5% more funds holding

Funds holding: 877924 (+47)

0.86% more ownership

Funds ownership: 76.88%77.74% (+0.86%)

41% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 437

Holders
924
Holders Change
+47
Holders Change %
+5.36%
% of All Funds
29.96%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.59%
New
105
Increased
258
Reduced
437
Closed
48
Calls
$646M
Puts
$547M
Net Calls
+$99.8M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
176
Boys Arnold & Co
North Carolina
$24.4M -$43.1K -950 -0.2%
SBH
177
Segall Bryant & Hamill
Illinois
$24.1M +$389K +8,577 +2%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$24M -$1.57M -34,601 -6%
LOAMU
179
Lombard Odier Asset Management (USA)
New York
$23.8M +$22.7M +500,000 New
SOMRS
180
State of Michigan Retirement System
Michigan
$23.6M -$1.85M -40,800 -8%
WCM
181
Winton Capital Management
United Kingdom
$23.4M -$7.96M -175,311 -26%
LBG
182
Lloyds Banking Group
United Kingdom
$23.1M -$957K -21,082 -4%
Federated Hermes
183
Federated Hermes
Pennsylvania
$22.6M +$110K +2,430 +0.5%
Comerica Bank
184
Comerica Bank
Texas
$22M -$340K -7,482 -2%
PCM
185
Palestra Capital Management
New York
$22M +$21M +461,600 New
SIC
186
Schwartz Investment Counsel
Michigan
$21.8M
BAMCO Inc
187
BAMCO Inc
New York
$21.7M +$953K +21,000 +5%
IRF
188
IBM Retirement Fund
New York
$21.5M -$3M -66,008 -13%
WRF
189
Waddell & Reed Financial
Kansas
$21M -$75.5M -1,663,213 -79%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$20.8M -$790K -17,400 -4%
ERSOT
191
Employees Retirement System of Texas
Texas
$20.5M +$436K +9,600 +2%
CSIC
192
Clifford Swan Investment Counsel
California
$20.3M -$1.9M -41,799 -9%
EIA
193
Edgemoor Investment Advisors
Maryland
$20.3M -$312K -6,875 -2%
SCM
194
Sigma Capital Management
Connecticut
$20.2M +$19.3M +425,000 New
AT
195
Arvest Trust
Oklahoma
$20.2M -$139K -3,061 -0.7%
DCM
196
Discovery Capital Management
Connecticut
$20M -$26.7M -588,000 -58%
ACI
197
AMP Capital Investors
Australia
$19.9M -$1.05M -23,148 -5%
ZDA
198
Zweig-DiMenna Associates
New York
$19.9M +$18.9M +417,000 New
MI
199
Markston International
New York
$19.8M -$3.47M -76,540 -16%
OI
200
Oakbrook Investments
Illinois
$19.5M -$1.53M -33,750 -8%

LOW Hedge Fund Activity: Q3 2013 in Review

924 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2013, worth a combined $38.7B — up 16% from $33.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new LOW positions and 48 closed out — a net gain of 57 holders — while 258 added to existing stakes and 437 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $789M. The largest seller was Fidelity Investments, cutting an estimated $442M.

  • 924 institutional investors held Lowe's Companies (LOW) as of Q3 2013, up from 877 in Q2 2013.
  • Funds reported $38.7B of Lowe's Companies stock for Q3 2013, up 16% quarter-over-quarter.
  • 105 funds opened new Lowe's Companies positions in Q3 2013 and 48 closed out, a net change of +57 holders.
  • The largest Lowe's Companies buyer in Q3 2013 was Viking Global Investors, an estimated $789M added.
  • The largest Lowe's Companies seller in Q3 2013 was Fidelity Investments, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2013.