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Lowe's Companies

1,612 hedge funds and large institutions have $49.4B invested in Lowe's Companies in 2020 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 633 increasing their positions, 669 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $827M | Put options by funds: $518M

0.42% less ownership

Funds ownership: 75.26%74.84% (-0.42%)

5% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 669

8% less funds holding

Funds holding: 1,7451,612 (-133)

28% less capital invested

Capital invested by funds: $69B → $49.4B (-$19.7B)

31% less funds holding in top 10

Funds holding in top 10: 7149 (-22)

47% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 231

Holders
1,612
Holders Change
-133
Holders Change %
-7.62%
% of All Funds
35.52%
Holding in Top 10
49
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-30.99%
% of All Funds
1.08%
New
122
Increased
633
Reduced
669
Closed
231
Calls
$827M
Puts
$518M
Net Calls
+$309M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.83B +$183M +1,672,799 +3%
BlackRock
2
BlackRock
New York
$4.98B +$207M +1,894,457 +3%
State Street
3
State Street
Massachusetts
$3.05B +$101M +922,369 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.91B -$63.9M -584,936 -3%
Bank of America
5
Bank of America
North Carolina
$1.23B -$41.5M -379,387 -3%
PSCM
6
Pershing Square Capital Management
New York
$1.05B +$398M +3,639,202 +42%
Wells Fargo
7
Wells Fargo
California
$942M -$11.7M -106,945 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$901M -$878M -8,040,093 -43%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$893M +$5.24M +47,959 +0.5%
Northern Trust
10
Northern Trust
Illinois
$861M -$14.6M -133,310 -1%
Invesco
11
Invesco
Georgia
$813M +$119M +1,093,481 +13%
Lazard Asset Management
12
Lazard Asset Management
New York
$791M +$57.3M +524,644 +6%
Norges Bank
13
Norges Bank
Norway
$704M +$5.09M +46,586 +0.6%
N
14
Nuveen
North Carolina
$703M +$215M +1,966,342 +32%
JP Morgan Chase
15
JP Morgan Chase
New York
$673M +$72.8M +666,420 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$670M +$180M +1,647,977 +27%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$628M -$156M -1,425,282 -16%
Macquarie Group
18
Macquarie Group
Australia
$602M -$82.1M -751,117 -10%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$579M +$10.3M +93,942 +1%
Ameriprise
20
Ameriprise
Minnesota
$569M +$60.7M +555,394 +9%
Artisan Partners
21
Artisan Partners
Wisconsin
$567M +$206M +1,889,544 +40%
Charles Schwab
22
Charles Schwab
California
$565M +$319M +2,923,114 +80%
Viking Global Investors
23
Viking Global Investors
Connecticut
$471M +$114M +1,045,758 +24%
Morgan Stanley
24
Morgan Stanley
New York
$453M -$25.8M -235,897 -4%
Capital Research Global Investors
25
Capital Research Global Investors
California
$448M -$176M -1,611,702 -24%

LOW Hedge Fund Activity: Q1 2020 in Review

1,612 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q1 2020, worth a combined $49.4B — down 28% from $69B a quarter earlier.

Sellers outnumbered buyers: 231 funds closed out of LOW and 122 opened new positions — a net loss of 109 holders — while 669 trimmed existing stakes and 633 added.

The largest buyer was Pershing Square Capital Management, adding an estimated $398M. The largest seller was Wellington Management Group, cutting an estimated $878M.

  • 1,612 institutional investors held Lowe's Companies (LOW) as of Q1 2020, down from 1,745 in Q4 2019.
  • Funds reported $49.4B of Lowe's Companies stock for Q1 2020, down 28% quarter-over-quarter.
  • 122 funds opened new Lowe's Companies positions in Q1 2020 and 231 closed out, a net change of -109 holders.
  • The largest Lowe's Companies buyer in Q1 2020 was Pershing Square Capital Management, an estimated $398M added.
  • The largest Lowe's Companies seller in Q1 2020 was Wellington Management Group, an estimated $878M sold.

Based on aggregated 13F filings for Q1 2020.