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Lowe's Companies

2,068 hedge funds and large institutions have $102B invested in Lowe's Companies in 2021 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 752 increasing their positions, 859 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,068
Holders Change
+55
Holders Change %
+2.73%
% of All Funds
36.41%
Holding in Top 10
120
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+18.81%
% of All Funds
2.11%
New
180
Increased
752
Reduced
859
Closed
106
Calls
$1.22B
Puts
$1.6B
Net Calls
-$381M
Net Calls Change
-$136M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
2001
Walled Lake Planning & Wealth Management
Illinois
$33K
WCM
2002
Wealthcare Capital Management
Virginia
$33K +$33K +173 New
BC
2003
Burleson & Co
California
$33K +$33K +176 New
MFT
2004
Moisand Fitzgerald Tamayo
Florida
$32K
DWP
2005
Destiny Wealth Partners
Florida
$31K
LWP
2006
Laurel Wealth Planning
Minnesota
$30K
TIM
2007
Tortoise Investment Management
New York
$29K
CHA
2008
Carmichael Hill & Associates
Maryland
$29K
SC
2009
Steph & Co
Wisconsin
$28K -$2.27K -12 -8%
SN
2010
Sittner & Nelson
Oregon
$28K +$3.6K +19 +15%
AWM
2011
AllSquare Wealth Management
New York
$27K
ADIM
2012
Alpha DNA Investment Management
Maryland
$26K -$1.12M -6,147 -98%
JPLA
2013
Joseph P. Lucia & Associates
New York
$26K +$4.97K +26 +24%
RE
2014
RBC Europe
United Kingdom
$24.7K +$9.51K +50 +63%
TFGT
2015
TS Financial Group (TSFG)
Illinois
$24K +$9.6K +50 +67%
FI
2016
FormulaFolio Investments
Michigan
$21K -$4.36M -27,145 Closed
IWP
2017
IAG Wealth Partners
Wisconsin
$21K
APWA
2018
Atlas Private Wealth Advisors
New Jersey
$21K +$5.2K +27 +33%
TCCM
2019
Timber Creek Capital Management
Massachusetts
$19K -$6.65K -35 -26%
CWA
2020
Carolina Wealth Advisors
South Carolina
$18K +$2.84K +15 +19%
LWA
2021
Lenox Wealth Advisors
New York
$18K +$17.4K +93 +3,100%
NC
2022
NewSquare Capital
Pennsylvania
$17K
ACM
2023
AUA Capital Management
Pennsylvania
$17K
NIC
2024
Northwest Investment Counselors
Oregon
$17K +$17K +91 New
FEG
2025
Financial Enhancement Group
Indiana
$16K