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Lowe's Companies

1,175 hedge funds and large institutions have $51B invested in Lowe's Companies in 2016 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 442 increasing their positions, 459 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $773M | Put options by funds: $222M

2.33% more ownership

Funds ownership: 75.51%77.84% (+2.3%)

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0% more funds holding

Funds holding: 1,1741,175 (+1)

2% less capital invested

Capital invested by funds: $52B → $51B (-$1.07B)

4% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 459

1% less funds holding in top 10

Funds holding in top 10: 7271 (-1)

Holders
1,175
Holders Change
+1
Holders Change %
+0.09%
% of All Funds
31.31%
Holding in Top 10
71
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.39%
% of All Funds
1.89%
New
103
Increased
442
Reduced
459
Closed
94
Calls
$773M
Puts
$222M
Net Calls
+$551M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.58B +$103M +1,457,493 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.31B -$204M -2,890,085 -6%
State Street
3
State Street
Massachusetts
$2.87B -$50.9M -721,588 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.52B -$17.4M -246,100 -0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.17B +$130M +1,841,494 +7%
BIT
6
BlackRock Institutional Trust
California
$1.97B -$28.5M -404,612 -2%
MAM
7
Magellan Asset Management
Australia
$1.17B +$32M +454,094 +3%
Bank of America
8
Bank of America
North Carolina
$1.14B +$57.6M +816,643 +6%
BFA
9
BlackRock Fund Advisors
California
$922M -$21.5M -305,203 -2%
Northern Trust
10
Northern Trust
Illinois
$915M +$321K +4,547 +0%
Ameriprise
11
Ameriprise
Minnesota
$900M +$59.4M +842,240 +8%
Wells Fargo
12
Wells Fargo
California
$856M -$1.28M -18,161 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$766M -$24.9M -352,610 -3%
Macquarie Group
14
Macquarie Group
Australia
$709M +$35.7M +506,155 +6%
Invesco
15
Invesco
Georgia
$698M -$57.7M -818,128 -8%
GA
16
Greenhaven Associates
New York
$670M -$46M -651,933 -7%
JHIU
17
Janus Henderson Investors US
Colorado
$657M +$3.98M +56,392 +0.7%
Norges Bank
18
Norges Bank
Norway
$619M -$7.58M -107,418 -1%
BG
19
BlackRock Group
United Kingdom
$603M -$8.02M -113,683 -1%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$596M -$22.3M -315,441 -4%
TCIM
21
TIAA CREF Investment Management
New York
$551M +$39.2M +555,048 +8%
IAM
22
Iridian Asset Management
Connecticut
$549M +$6.9M +97,805 +1%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$511M +$28.8M +408,758 +6%
Capital World Investors
24
Capital World Investors
California
$417M -$547M -7,758,327 -59%
Goldman Sachs
25
Goldman Sachs
New York
$363M +$34.3M +486,826 +11%

LOW Hedge Fund Activity: Q1 2016 in Review

1,175 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2016, worth a combined $51B — down 2.1% from $52B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new LOW positions and 94 closed out — a net gain of 9 holders — while 442 added to existing stakes and 459 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $1.19B. The largest seller was Capital World Investors, cutting an estimated $547M.

  • 1,175 institutional investors held Lowe's Companies (LOW) as of Q1 2016, up from 1,174 in Q4 2015.
  • Funds reported $51B of Lowe's Companies stock for Q1 2016, down 2.1% quarter-over-quarter.
  • 103 funds opened new Lowe's Companies positions in Q1 2016 and 94 closed out, a net change of +9 holders.
  • The largest Lowe's Companies buyer in Q1 2016 was Royal London Asset Management, an estimated $1.19B added.
  • The largest Lowe's Companies seller in Q1 2016 was Capital World Investors, an estimated $547M sold.

Based on aggregated 13F filings for Q1 2016.