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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
OL
2101
Optas LLC
Texas
$255K
PP
2102
Prosperity Planning
Missouri
$255K
KWS
2103
Keystone Wealth Services
California
$255K +$235K +987 New
ST
2104
Sentinel Trust
Texas
$255K +$235K +988 New
ONSWM
2105
Old North State Wealth Management
North Carolina
$255K +$234K +985 New
HR
2106
Howe & Rusling
New York
$254K +$77.3K +325 +49%
WA
2107
Waddell & Associates
Tennessee
$253K +$233K +979 New
BRM
2108
Boston Research & Management
Massachusetts
$253K +$233K +980 New
BHIA
2109
Birch Hill Investment Advisors
Massachusetts
$252K +$232K +976 New
DCM
2110
Donaldson Capital Management
Indiana
$251K +$231K +970 New
EFL
2111
ERn Financial LLC
Wisconsin
$251K +$231K +971 New
FPOC
2112
Financial Planners of Cleveland
Ohio
$251K +$238K +1,000 New
DWA
2113
Dougherty Wealth Advisers
Minnesota
$250K
WMP
2114
Wealth Management Partners
Arizona
$250K +$1.43K +6 +0.6%
GA
2115
Greenspring Advisors
Maryland
$250K +$230K +966 New
HI
2116
Humankind Investments
New York
$249K -$16.2K -68 -7%
JHCP
2117
Jackson Hole Capital Partners
Oklahoma
$247K -$1.67M -7,023 -88%
AC
2118
Apogem Capital
New York
$247K -$35.2K -148 -13%
TWM
2119
TriaGen Wealth Management
California
$247K +$227K +955 New
NJBEST
2120
New Jersey Better Educational Savings Trust
New Jersey
$246K -$59.4K -250 -21%
LSWM
2121
Lorne Steinberg Wealth Management
Canada
$246K +$226K +950 New
TSWM
2122
Tyler-Stone Wealth Management
Ohio
$246K +$226K +951 New
MA
2123
MJP Associates
Connecticut
$246K +$229K +962 New
CWM
2124
Connecticut Wealth Management
Connecticut
$245K +$225K +946 New
PWA
2125
Physician Wealth Advisors
Utah
$245K +$232K +974 New

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.