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Fossil Group

158 hedge funds and large institutions have $418M invested in Fossil Group in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.05% less ownership

Funds ownership: 106.59%92.54% (-14%)

15% less funds holding

Funds holding: 186158 (-28)

21% less capital invested

Capital invested by funds: $530M → $418M (-$112M)

60% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 42

64% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $31.1M

Holders
158
Holders Change
-28
Holders Change %
-15.05%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
73
Reduced
44
Closed
42
Calls
$11.1M
Puts
$31.1M
Net Calls
-$20.1M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$1.2M +$30K +3,204 +3%
GC
52
Guggenheim Capital
Illinois
$1.19M +$199K +21,190 +20%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$1.15M -$806K -85,900 -41%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$1.12M +$933K +99,500 +493%
Morgan Stanley
55
Morgan Stanley
New York
$1.03M -$13.5M -1,442,078 -93%
BCM
56
Bridgeway Capital Management
Texas
$972K
Barrow, Hanley, Mewhinney & Strauss
57
Barrow, Hanley, Mewhinney & Strauss
Texas
$846K -$3.87K -413 -0.5%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$845K +$49.6K +5,285 +6%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$844K -$56.3K -6,000 -6%
Bank of America
60
Bank of America
North Carolina
$811K -$1.84M -196,597 -69%
GCP
61
GSA Capital Partners
United Kingdom
$809K +$704K +75,110 +648%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$774K +$69.4K +7,400 +10%
MC
63
Menta Capital
California
$768K +$772K +82,307 New
HighTower Advisors
64
HighTower Advisors
Illinois
$756K +$10.1K +1,079 +1%
Invesco
65
Invesco
Georgia
$693K -$953K -101,612 -58%
Swiss National Bank
66
Swiss National Bank
Switzerland
$664K
SC
67
Sculptor Capital
New York
$663K +$667K +71,100 New
PI
68
PineBridge Investments
New York
$660K +$1.69K +180 +0.3%
CS
69
Credit Suisse
Switzerland
$632K +$213K +22,756 +51%
AllianceBernstein
70
AllianceBernstein
Tennessee
$579K
Canada Life
71
Canada Life
Manitoba, Canada
$573K
HSBC Holdings
72
HSBC Holdings
United Kingdom
$543K -$279K -29,767 -34%
NFA
73
Nationwide Fund Advisors
Ohio
$528K -$1.34M -143,100 -72%
Group One Trading
74
Group One Trading
Illinois
$518K -$126K -13,488 -20%
Jennison Associates
75
Jennison Associates
New York
$482K +$24.8K +2,641 +5%

FOSL Hedge Fund Activity: Q3 2017 in Review

158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fossil Group (FOSL) for Q3 2017, worth a combined $418M — down 21% from $530M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of FOSL and 17 opened new positions — a net loss of 25 holders — while 44 trimmed existing stakes and 73 added.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $12.3M. The largest seller was JP Morgan Chase, cutting an estimated $20M.

  • 158 institutional investors held Fossil Group (FOSL) as of Q3 2017, down from 186 in Q2 2017.
  • Funds reported $418M of Fossil Group stock for Q3 2017, down 21% quarter-over-quarter.
  • 17 funds opened new Fossil Group positions in Q3 2017 and 42 closed out, a net change of -25 holders.
  • The largest Fossil Group buyer in Q3 2017 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $12.3M added.
  • The largest Fossil Group seller in Q3 2017 was JP Morgan Chase, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2017.