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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.63B -$265M -5,843,468 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B +$20.9M +460,118 +0.8%
State Street
3
State Street
Massachusetts
$2.21B -$56.5M -1,244,340 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2B +$95.8M +2,109,971 +5%
BIT
5
BlackRock Institutional Trust
California
$1.33B -$34.7M -765,275 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.15B -$442M -9,741,962 -29%
JP Morgan Chase
7
JP Morgan Chase
New York
$853M -$30.7M -677,389 -4%
Viking Global Investors
8
Viking Global Investors
Connecticut
$828M +$789M +17,382,222 New
Capital World Investors
9
Capital World Investors
California
$789M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$716M +$14.7M +324,743 +2%
MAM
11
Magellan Asset Management
Australia
$705M +$37.6M +827,735 +6%
Northern Trust
12
Northern Trust
Illinois
$693M -$34.4M -758,850 -5%
Invesco
13
Invesco
Georgia
$620M +$18.1M +399,607 +3%
GA
14
Greenhaven Associates
New York
$549M -$15.1M -332,427 -3%
Goldman Sachs
15
Goldman Sachs
New York
$548M -$62.1M -1,369,304 -11%
BFA
16
BlackRock Fund Advisors
California
$529M -$28M -616,580 -5%
Ameriprise
17
Ameriprise
Minnesota
$513M +$93.7M +2,065,042 +24%
American Century Companies
18
American Century Companies
Missouri
$461M +$56.1M +1,235,077 +15%
Wells Fargo
19
Wells Fargo
California
$451M +$71.4M +1,573,673 +20%
Norges Bank
20
Norges Bank
Norway
$419M -$10.8M -238,916 -3%
GE
21
General Electric
Ohio
$398M -$4.14M -91,268 -1%
BG
22
BlackRock Group
United Kingdom
$384M -$4.36M -96,021 -1%
Macquarie Group
23
Macquarie Group
Australia
$376M -$3.05M -67,241 -0.8%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$357M +$4.7M +103,589 +1%
JHIU
25
Janus Henderson Investors US
Colorado
$345M -$88.4M -1,947,359 -21%

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.