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Lowe's Companies

947 hedge funds and large institutions have $37.2B invested in Lowe's Companies in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 329 increasing their positions, 392 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.57% more ownership

Funds ownership: 75.13%77.7% (+2.6%)

1% less funds holding

Funds holding: 955947 (-8)

1% less capital invested

Capital invested by funds: $37.6B → $37.2B (-$354M)

4% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 68

14% less call options, than puts

Call options by funds: $296M | Put options by funds: $344M

16% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 392

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
947
Holders Change
-8
Holders Change %
-0.84%
% of All Funds
27.22%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.75%
New
65
Increased
329
Reduced
392
Closed
68
Calls
$296M
Puts
$344M
Net Calls
-$47.4M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.83B +$57.6M +1,235,557 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.77B +$163M +3,486,801 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.72B -$33.2M -712,438 -1%
State Street
4
State Street
Massachusetts
$2.02B -$46.6M -998,344 -2%
BIT
5
BlackRock Institutional Trust
California
$1.27B -$43.4M -930,205 -3%
Viking Global Investors
6
Viking Global Investors
Connecticut
$1.1B +$224M +4,795,400 +26%
MAM
7
Magellan Asset Management
Australia
$1.04B +$273M +5,861,086 +37%
JP Morgan Chase
8
JP Morgan Chase
New York
$955M +$89.6M +1,920,680 +11%
Capital World Investors
9
Capital World Investors
California
$791M
Norges Bank
10
Norges Bank
Norway
$748M +$363M +7,792,999 +100%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$676M -$8.79M -188,535 -1%
Northern Trust
12
Northern Trust
Illinois
$656M -$39.6M -849,570 -6%
Invesco
13
Invesco
Georgia
$610M -$20.2M -432,366 -3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$586M -$60.3M -1,292,356 -10%
GA
15
Greenhaven Associates
New York
$542M +$1.92M +41,129 +0.4%
BFA
16
BlackRock Fund Advisors
California
$516M -$10.5M -226,232 -2%
Wells Fargo
17
Wells Fargo
California
$496M -$19.3M -414,648 -4%
Ameriprise
18
Ameriprise
Minnesota
$465M -$38.9M -834,554 -8%
Macquarie Group
19
Macquarie Group
Australia
$445M +$30.1M +646,443 +7%
JHIU
20
Janus Henderson Investors US
Colorado
$432M -$129M -2,775,238 -24%
BG
21
BlackRock Group
United Kingdom
$427M +$60.9M +1,305,510 +17%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$399M +$1.13M +24,246 +0.3%
MAA
23
Managed Account Advisors
New Jersey
$387M -$12.6M -269,346 -3%
GE
24
General Electric
Ohio
$383M +$8.82M +189,062 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$348M -$20M -428,271 -6%

LOW Hedge Fund Activity: Q2 2014 in Review

947 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2014, worth a combined $37.2B — down 0.94% from $37.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of LOW and 65 opened new positions — a net loss of 3 holders — while 392 trimmed existing stakes and 329 added.

The largest buyer was Norges Bank, adding an estimated $363M. The largest seller was Winslow Capital Management, cutting an estimated $365M.

  • 947 institutional investors held Lowe's Companies (LOW) as of Q2 2014, down from 955 in Q1 2014.
  • Funds reported $37.2B of Lowe's Companies stock for Q2 2014, down 0.94% quarter-over-quarter.
  • 65 funds opened new Lowe's Companies positions in Q2 2014 and 68 closed out, a net change of -3 holders.
  • The largest Lowe's Companies buyer in Q2 2014 was Norges Bank, an estimated $363M added.
  • The largest Lowe's Companies seller in Q2 2014 was Winslow Capital Management, an estimated $365M sold.

Based on aggregated 13F filings for Q2 2014.