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Lowe's Companies

2,305 hedge funds and large institutions have $89.9B invested in Lowe's Companies in 2023 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 800 increasing their positions, 982 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.51% more ownership

Funds ownership: 73.46%74.96% (+1.5%)

6% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 145

2% less funds holding

Funds holding: 2,3442,305 (-39)

7% less capital invested

Capital invested by funds: $96.9B → $89.9B (-$7.04B)

19% less repeat investments, than reductions

Existing positions increased: 800 | Existing positions reduced: 982

21% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $1.56B

23% less funds holding in top 10

Funds holding in top 10: 10178 (-23)

Holders
2,305
Holders Change
-39
Holders Change %
-1.66%
% of All Funds
36.58%
Holding in Top 10
78
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-22.77%
% of All Funds
1.24%
New
136
Increased
800
Reduced
982
Closed
145
Calls
$1.24B
Puts
$1.56B
Net Calls
-$322M
Net Calls Change
-$718M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.7B -$223M -992,807 -2%
BlackRock
2
BlackRock
New York
$8.3B -$339M -1,507,562 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.28B +$355M +1,578,491 +7%
State Street
4
State Street
Massachusetts
$5.14B -$110M -490,374 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.49B -$91M -404,717 -2%
Wells Fargo
6
Wells Fargo
California
$2.35B -$29M -129,114 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.29B +$13.8M +61,138 +0.6%
Morgan Stanley
8
Morgan Stanley
New York
$2.27B +$26.3M +116,855 +1%
Bank of America
9
Bank of America
North Carolina
$2.18B +$228M +1,012,691 +11%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.67B -$47M -208,947 -3%
Norges Bank
11
Norges Bank
Norway
$1.53B -$23M -102,425 -1%
Northern Trust
12
Northern Trust
Illinois
$1.48B +$17.7M +78,901 +1%
PSCM
13
Pershing Square Capital Management
New York
$1.47B -$90.5M -402,227 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$989M -$38.5M -171,091 -3%
Invesco
15
Invesco
Georgia
$951M -$1.42M -6,312 -0.1%
N
16
Nuveen
North Carolina
$939M +$16.3M +72,663 +2%
Goldman Sachs
17
Goldman Sachs
New York
$905M +$157M +697,569 +19%
Legal & General Group
18
Legal & General Group
United Kingdom
$848M -$46.6M -207,035 -5%
UBS AM
19
UBS AM
Illinois
$785M +$39.5M +175,589 +5%
Franklin Resources
20
Franklin Resources
California
$721M -$17.4M -77,174 -2%
SIC
21
Salem Investment Counselors
North Carolina
$718M +$823K +3,659 +0.1%
Ameriprise
22
Ameriprise
Minnesota
$674M -$70.8M -314,557 -9%
Charles Schwab
23
Charles Schwab
California
$659M -$665K -2,957 -0.1%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$582M +$412M +1,831,727 +190%
UBS Group
25
UBS Group
Switzerland
$494M +$3.26M +14,511 +0.6%

LOW Hedge Fund Activity: Q3 2023 in Review

2,305 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Lowe's Companies (LOW) for Q3 2023, worth a combined $89.9B — down 7.3% from $96.9B a quarter earlier.

Sellers outnumbered buyers: 145 funds closed out of LOW and 136 opened new positions — a net loss of 9 holders — while 982 trimmed existing stakes and 800 added.

The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $475M. The largest seller was BlackRock, cutting an estimated $339M.

  • 2,305 institutional investors held Lowe's Companies (LOW) as of Q3 2023, down from 2,344 in Q2 2023.
  • Funds reported $89.9B of Lowe's Companies stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 136 funds opened new Lowe's Companies positions in Q3 2023 and 145 closed out, a net change of -9 holders.
  • The largest Lowe's Companies buyer in Q3 2023 was Ontario Teachers' Pension Plan Board, an estimated $475M added.
  • The largest Lowe's Companies seller in Q3 2023 was BlackRock, an estimated $339M sold.

Based on aggregated 13F filings for Q3 2023.