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Lowe's Companies

2,130 hedge funds and large institutions have $103B invested in Lowe's Companies in 2021 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 802 increasing their positions, 844 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 92

10% more funds holding in top 10

Funds holding in top 10: 97107 (+10)

2% more capital invested

Capital invested by funds: $101B → $103B (+$1.75B)

1% more funds holding

Funds holding: 2,1102,130 (+20)

0.6% less ownership

Funds ownership: 74.11%73.51% (-0.6%)

5% less repeat investments, than reductions

Existing positions increased: 802 | Existing positions reduced: 844

33% less call options, than puts

Call options by funds: $2.11B | Put options by funds: $3.13B

Holders
2,130
Holders Change
+20
Holders Change %
+0.95%
% of All Funds
37.28%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.87%
New
140
Increased
802
Reduced
844
Closed
92
Calls
$2.11B
Puts
$3.13B
Net Calls
-$1.02B
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
2051
Crewe Advisors
Utah
$41K -$4.98K -25 -11%
JMFC
2052
J.M. Forbes & Co
Massachusetts
$41K
DWMG
2053
DB Wealth Management Group
California
$39K
HA
2054
Herold Advisors
New York
$39K +$38.9K +195 New
WQ
2055
Wealth Quarterback
New Jersey
$38K +$199 +1 +0.5%
ST
2056
Sageworth Trust
Pennsylvania
$37K -$427K -2,142 -92%
WWM
2057
Wolff Wiese Magana
California
$37K -$4.58K -23 -11%
IHWM
2058
Iron Horse Wealth Management
Iowa
$36K -$14.9K -75 -30%
BC
2059
Burleson & Co
California
$36K
RA
2060
Resolute Advisors
California
$36K
WLPWM
2061
Walled Lake Planning & Wealth Management
Illinois
$36K
KFS
2062
Kelly Financial Services
Massachusetts
$35.9K -$6.8M -34,097 -99%
DWP
2063
Destiny Wealth Partners
Florida
$33K +$32.7K +164 New
LWP
2064
Laurel Wealth Planning
Minnesota
$32K
BIA
2065
Bell Investment Advisors
California
$32K +$31.5K +158 New
LWA
2066
Lowe Wealth Advisors
Maryland
$31K
TIM
2067
Tortoise Investment Management
New York
$31K
CHA
2068
Carmichael Hill & Associates
Maryland
$30K
SN
2069
Sittner & Nelson
Oregon
$30K
SC
2070
Steph & Co
Wisconsin
$29K -$1.2K -6 -4%
IWP
2071
IAG Wealth Partners
Wisconsin
$29K +$6.58K +33 +31%
JPLA
2072
Joseph P. Lucia & Associates
New York
$28K
JFA
2073
JNBA Financial Advisors
Minnesota
$27K -$7.97K -40 -23%
CPWM
2074
Cypress Point Wealth Management
Texas
$25K
LF
2075
Lee Financial
Texas
$25K

LOW Hedge Fund Activity: Q3 2021 in Review

2,130 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2021, worth a combined $103B — up 1.7% from $101B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new LOW positions and 92 closed out — a net gain of 48 holders — while 802 added to existing stakes and 844 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $268M. The largest seller was Ameriprise, cutting an estimated $528M.

  • 2,130 institutional investors held Lowe's Companies (LOW) as of Q3 2021, up from 2,110 in Q2 2021.
  • Funds reported $103B of Lowe's Companies stock for Q3 2021, up 1.7% quarter-over-quarter.
  • 140 funds opened new Lowe's Companies positions in Q3 2021 and 92 closed out, a net change of +48 holders.
  • The largest Lowe's Companies buyer in Q3 2021 was Wellington Management Group, an estimated $268M added.
  • The largest Lowe's Companies seller in Q3 2021 was Ameriprise, an estimated $528M sold.

Based on aggregated 13F filings for Q3 2021.