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Lowe's Companies

1,038 hedge funds and large institutions have $50.5B invested in Lowe's Companies in 2014 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 315 increasing their positions, 425 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 48

93% more funds holding in top 10

Funds holding in top 10: 4281 (+39)

28% more capital invested

Capital invested by funds: $39.5B → $50.5B (+$11B)

19% more call options, than puts

Call options by funds: $518M | Put options by funds: $436M

9% more funds holding

Funds holding: 9501,038 (+88)

0.22% less ownership

Funds ownership: 76.3%76.08% (-0.22%)

26% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 425

Holders
1,038
Holders Change
+88
Holders Change %
+9.26%
% of All Funds
27.69%
Holding in Top 10
81
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+92.86%
% of All Funds
2.16%
New
149
Increased
315
Reduced
425
Closed
48
Calls
$518M
Puts
$436M
Net Calls
+$81.6M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.07B +$110M +1,841,324 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.85B -$160M -2,670,029 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.67B -$356M -5,942,325 -10%
State Street
4
State Street
Massachusetts
$3.05B +$66.8M +1,116,053 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.02B +$206M +3,441,049 +13%
BIT
6
BlackRock Institutional Trust
California
$1.86B -$436K -7,276 -0%
MAM
7
Magellan Asset Management
Australia
$1.22B +$73.7M +1,231,183 +7%
Capital World Investors
8
Capital World Investors
California
$1.07B -$53.9M -900,000 -5%
Northern Trust
9
Northern Trust
Illinois
$937M -$6.89M -115,015 -0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$910M -$19.6M -326,663 -2%
Invesco
11
Invesco
Georgia
$887M +$20.3M +338,568 +3%
BFA
12
BlackRock Fund Advisors
California
$805M +$48.5M +810,485 +7%
GA
13
Greenhaven Associates
New York
$774M -$2.6M -43,499 -0.4%
Ameriprise
14
Ameriprise
Minnesota
$723M +$44.6M +744,600 +8%
Wells Fargo
15
Wells Fargo
California
$714M +$22.5M +376,441 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$642M -$120M -2,007,674 -18%
Macquarie Group
17
Macquarie Group
Australia
$619M -$33.1M -553,166 -6%
BG
18
BlackRock Group
United Kingdom
$567M +$20.7M +345,482 +4%
Norges Bank
19
Norges Bank
Norway
$534M +$5.47M +91,379 +1%
MAA
20
Managed Account Advisors
New Jersey
$529M -$840K -14,024 -0.2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$506M +$9.62M +160,661 +2%
TCIM
22
TIAA CREF Investment Management
New York
$458M +$59.9M +1,000,694 +18%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$444M -$36.5M -610,149 -9%
GE
24
General Electric
Ohio
$443M -$55.6M -928,016 -13%
Bank of America
25
Bank of America
North Carolina
$443M +$48.9M +816,608 +15%

LOW Hedge Fund Activity: Q4 2014 in Review

1,038 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q4 2014, worth a combined $50.5B — up 28% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new LOW positions and 48 closed out — a net gain of 101 holders — while 315 added to existing stakes and 425 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $206M. The largest seller was Viking Global Investors, exiting entirely with an estimated $1.03B sold.

  • 1,038 institutional investors held Lowe's Companies (LOW) as of Q4 2014, up from 950 in Q3 2014.
  • Funds reported $50.5B of Lowe's Companies stock for Q4 2014, up 28% quarter-over-quarter.
  • 149 funds opened new Lowe's Companies positions in Q4 2014 and 48 closed out, a net change of +101 holders.
  • The largest Lowe's Companies buyer in Q4 2014 was JP Morgan Chase, an estimated $206M added.
  • The largest Lowe's Companies seller in Q4 2014 was Viking Global Investors, an estimated $1.03B sold.

Based on aggregated 13F filings for Q4 2014.