We are live on ! Find out more
LOW icon

Lowe's Companies

973 hedge funds and large institutions have $39.1B invested in Lowe's Companies in 2013 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 293 increasing their positions, 429 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 66

15% more call options, than puts

Call options by funds: $461M | Put options by funds: $402M

5% more funds holding

Funds holding: 925973 (+48)

1% more capital invested

Capital invested by funds: $38.7B → $39.1B (+$427M)

1.76% less ownership

Funds ownership: 77.75%75.98% (-1.8%)

22% less funds holding in top 10

Funds holding in top 10: 4938 (-11)

32% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 429

Holders
973
Holders Change
+48
Holders Change %
+5.19%
% of All Funds
28.24%
Holding in Top 10
38
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-22.45%
% of All Funds
1.1%
New
126
Increased
293
Reduced
429
Closed
66
Calls
$461M
Puts
$402M
Net Calls
+$58.9M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.98B -$776M -15,969,402 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.88B +$42.4M +871,982 +2%
State Street
3
State Street
Massachusetts
$2.28B -$12.8M -263,937 -0.6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.25B +$166M +3,416,885 +8%
BIT
5
BlackRock Institutional Trust
California
$1.42B +$35.8M +735,923 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.26B +$65.9M +1,356,017 +6%
Viking Global Investors
7
Viking Global Investors
Connecticut
$881M +$19.5M +401,514 +2%
Capital World Investors
8
Capital World Investors
California
$816M -$4.86M -100,000 -0.6%
MAM
9
Magellan Asset Management
Australia
$804M +$69.4M +1,429,145 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$786M -$99.1M -2,038,600 -11%
Northern Trust
11
Northern Trust
Illinois
$710M -$10.4M -214,770 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$708M -$36.3M -747,774 -5%
Invesco
13
Invesco
Georgia
$643M -$2.07M -42,590 -0.3%
BFA
14
BlackRock Fund Advisors
California
$564M +$13M +267,828 +2%
GA
15
Greenhaven Associates
New York
$553M -$18.4M -378,995 -3%
JHIU
16
Janus Henderson Investors US
Colorado
$525M +$163M +3,344,407 +46%
Wells Fargo
17
Wells Fargo
California
$511M +$40M +823,606 +9%
Ameriprise
18
Ameriprise
Minnesota
$455M -$76.7M -1,578,069 -15%
Macquarie Group
19
Macquarie Group
Australia
$417M +$25.1M +516,422 +7%
Winslow Capital Management
20
Winslow Capital Management
Minnesota
$403M +$395M +8,139,062 New
MAA
21
Managed Account Advisors
New Jersey
$396M +$51M +1,050,285 +15%
BG
22
BlackRock Group
United Kingdom
$392M -$7.43M -153,010 -2%
Norges Bank
23
Norges Bank
Norway
$386M -$49.1M -1,009,503 -11%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$380M +$8.56M +176,254 +2%
GE
25
General Electric
Ohio
$344M -$69M -1,420,838 -17%

LOW Hedge Fund Activity: Q4 2013 in Review

973 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q4 2013, worth a combined $39.1B — up 1.1% from $38.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new LOW positions and 66 closed out — a net gain of 60 holders — while 293 added to existing stakes and 429 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $395M. The largest seller was Wellington Management Group, cutting an estimated $776M.

  • 973 institutional investors held Lowe's Companies (LOW) as of Q4 2013, up from 925 in Q3 2013.
  • Funds reported $39.1B of Lowe's Companies stock for Q4 2013, up 1.1% quarter-over-quarter.
  • 126 funds opened new Lowe's Companies positions in Q4 2013 and 66 closed out, a net change of +60 holders.
  • The largest Lowe's Companies buyer in Q4 2013 was Winslow Capital Management, an estimated $395M added.
  • The largest Lowe's Companies seller in Q4 2013 was Wellington Management Group, an estimated $776M sold.

Based on aggregated 13F filings for Q4 2013.