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Lowe's Companies

1,215 hedge funds and large institutions have $53.8B invested in Lowe's Companies in 2016 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 412 increasing their positions, 505 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 52

17% more call options, than puts

Call options by funds: $515M | Put options by funds: $442M

6% more capital invested

Capital invested by funds: $51B → $53.8B (+$2.81B)

3% more funds holding

Funds holding: 1,1751,215 (+40)

1.32% less ownership

Funds ownership: 77.84%76.52% (-1.3%)

1% less funds holding in top 10

Funds holding in top 10: 7170 (-1)

18% less repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 505

Holders
1,215
Holders Change
+40
Holders Change %
+3.4%
% of All Funds
32.42%
Holding in Top 10
70
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.41%
% of All Funds
1.87%
New
107
Increased
412
Reduced
505
Closed
52
Calls
$515M
Puts
$442M
Net Calls
+$73.7M
Net Calls Change
-$477M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.79B +$1.93M +24,991 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.55B +$85.5M +1,105,134 +3%
State Street
3
State Street
Massachusetts
$2.88B -$110M -1,416,322 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.48B -$155M -1,999,332 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.24B -$20.7M -268,069 -0.9%
BIT
6
BlackRock Institutional Trust
California
$2.01B -$46.8M -605,235 -2%
Macquarie Group
7
Macquarie Group
Australia
$1.47B +$716M +9,257,610 +99%
Bank of America
8
Bank of America
North Carolina
$1.19B -$126K -1,629 -0%
MAM
9
Magellan Asset Management
Australia
$1.1B -$113M -1,461,952 -10%
Ameriprise
10
Ameriprise
Minnesota
$1.04B +$99M +1,280,426 +11%
BFA
11
BlackRock Fund Advisors
California
$947M -$15.5M -200,315 -2%
Northern Trust
12
Northern Trust
Illinois
$939M -$22.7M -293,467 -2%
Wells Fargo
13
Wells Fargo
California
$905M +$9.78M +126,370 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$720M -$78.6M -1,016,643 -10%
GA
15
Greenhaven Associates
New York
$658M -$41.3M -533,695 -6%
Invesco
16
Invesco
Georgia
$651M -$77.2M -998,160 -11%
JHIU
17
Janus Henderson Investors US
Colorado
$635M -$51.1M -660,929 -8%
BG
18
BlackRock Group
United Kingdom
$629M -$927K -11,990 -0.2%
Norges Bank
19
Norges Bank
Norway
$624M -$22.7M -293,162 -4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$611M -$11.6M -149,494 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$605M -$15M -194,451 -2%
TCIM
22
TIAA CREF Investment Management
New York
$567M -$8.67M -112,019 -2%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$524M -$8.67M -112,062 -2%
Capital World Investors
24
Capital World Investors
California
$435M
GE
25
General Electric
Ohio
$358M -$10.4M -134,969 -3%

LOW Hedge Fund Activity: Q2 2016 in Review

1,215 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q2 2016, worth a combined $53.8B — up 5.5% from $51B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new LOW positions and 52 closed out — a net gain of 55 holders — while 412 added to existing stakes and 505 trimmed.

The largest buyer was Macquarie Group, adding an estimated $716M. The largest seller was Royal London Asset Management, cutting an estimated $1.31B.

  • 1,215 institutional investors held Lowe's Companies (LOW) as of Q2 2016, up from 1,175 in Q1 2016.
  • Funds reported $53.8B of Lowe's Companies stock for Q2 2016, up 5.5% quarter-over-quarter.
  • 107 funds opened new Lowe's Companies positions in Q2 2016 and 52 closed out, a net change of +55 holders.
  • The largest Lowe's Companies buyer in Q2 2016 was Macquarie Group, an estimated $716M added.
  • The largest Lowe's Companies seller in Q2 2016 was Royal London Asset Management, an estimated $1.31B sold.

Based on aggregated 13F filings for Q2 2016.