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Lowe's Companies

1,086 hedge funds and large institutions have $47B invested in Lowe's Companies in 2015 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 486 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 63

1.75% more ownership

Funds ownership: 74.31%76.06% (+1.7%)

1% more funds holding

Funds holding: 1,0771,086 (+9)

12% less capital invested

Capital invested by funds: $53.3B → $47B (-$6.35B)

26% less funds holding in top 10

Funds holding in top 10: 7354 (-19)

30% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 486

36% less call options, than puts

Call options by funds: $290M | Put options by funds: $456M

Holders
1,086
Holders Change
+9
Holders Change %
+0.84%
% of All Funds
29.26%
Holding in Top 10
54
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-26.03%
% of All Funds
1.45%
New
84
Increased
342
Reduced
486
Closed
63
Calls
$290M
Puts
$456M
Net Calls
-$166M
Net Calls Change
-$347M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.92B -$72.2M -1,012,592 -2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.15B -$206M -2,882,107 -6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.9B -$175M -2,452,866 -5%
State Street
4
State Street
Massachusetts
$2.56B -$269M -3,777,827 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.25B +$260M +3,647,729 +12%
BIT
6
BlackRock Institutional Trust
California
$1.76B -$74.3M -1,042,335 -4%
MAM
7
Magellan Asset Management
Australia
$1.25B +$4.24M +59,499 +0.3%
Capital World Investors
8
Capital World Investors
California
$1.02B -$4.83M -67,673 -0.4%
Northern Trust
9
Northern Trust
Illinois
$892M -$12.9M -180,568 -1%
Ameriprise
10
Ameriprise
Minnesota
$819M +$66.6M +933,889 +8%
Invesco
11
Invesco
Georgia
$814M -$35.1M -492,795 -4%
BFA
12
BlackRock Fund Advisors
California
$799M -$12M -168,881 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$739M -$73.1M -1,024,605 -8%
Wells Fargo
14
Wells Fargo
California
$686M -$54.5M -763,686 -7%
GA
15
Greenhaven Associates
New York
$678M -$47.3M -663,880 -6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$630M -$6.15M -86,199 -0.9%
JHIU
17
Janus Henderson Investors US
Colorado
$625M +$143M +2,001,824 +27%
Macquarie Group
18
Macquarie Group
Australia
$603M +$25.7M +360,715 +4%
MAA
19
Managed Account Advisors
New Jersey
$531M +$25.5M +357,622 +5%
BG
20
BlackRock Group
United Kingdom
$526M -$15.8M -221,567 -3%
Norges Bank
21
Norges Bank
Norway
$526M -$5.58M -78,269 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$487M -$23.1M -323,520 -4%
LPC
23
Lone Pine Capital
Connecticut
$472M +$81.1M +1,137,583 +19%
IAM
24
Iridian Asset Management
Connecticut
$462M +$32.2M +451,890 +7%
GE
25
General Electric
Ohio
$400M -$6.19M -86,829 -1%

LOW Hedge Fund Activity: Q2 2015 in Review

1,086 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2015, worth a combined $47B — down 12% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LOW positions and 63 closed out — a net gain of 21 holders — while 342 added to existing stakes and 486 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $260M. The largest seller was State Street, cutting an estimated $269M.

  • 1,086 institutional investors held Lowe's Companies (LOW) as of Q2 2015, up from 1,077 in Q1 2015.
  • Funds reported $47B of Lowe's Companies stock for Q2 2015, down 12% quarter-over-quarter.
  • 84 funds opened new Lowe's Companies positions in Q2 2015 and 63 closed out, a net change of +21 holders.
  • The largest Lowe's Companies buyer in Q2 2015 was JP Morgan Chase, an estimated $260M added.
  • The largest Lowe's Companies seller in Q2 2015 was State Street, an estimated $269M sold.

Based on aggregated 13F filings for Q2 2015.