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Fossil Group

190 hedge funds and large institutions have $1.33B invested in Fossil Group in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

17% less funds holding

Funds holding: 229190 (-39)

21% less call options, than puts

Call options by funds: $33.2M | Put options by funds: $41.9M

36% less capital invested

Capital invested by funds: $2.09B → $1.33B (-$759M)

59% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 64

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
190
Holders Change
-39
Holders Change %
-17.03%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
26
Increased
81
Reduced
64
Closed
64
Calls
$33.2M
Puts
$41.9M
Net Calls
-$8.71M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
1
Vulcan Value Partners
Alabama
$331M +$15.5M +459,907 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M -$59.1K -1,754 -0%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$84.4M +$588K +17,464 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$84.1M +$5.03M +149,439 +5%
EC
5
Eminence Capital
New York
$61M +$11.9M +352,570 +20%
BFA
6
BlackRock Fund Advisors
California
$58.9M +$22.8M +675,764 +49%
State Street
7
State Street
Massachusetts
$39.6M +$8.05M +239,071 +21%
TSW
8
Thompson Siegel & Walmsley
Virginia
$38.7M +$9.6M +284,888 +27%
BIT
9
BlackRock Institutional Trust
California
$36.4M +$2.32M +68,869 +6%
WIM
10
Weitz Investment Management
Nebraska
$25.4M -$4.82M -143,127 -14%
Northern Trust
11
Northern Trust
Illinois
$21.5M +$9.57M +284,161 +61%
First Trust Advisors
12
First Trust Advisors
Illinois
$16.5M -$4M -118,658 -17%
GAM
13
Gotham Asset Management
New York
$16.1M -$4.01M -119,090 -17%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$15.8M +$7.61M +226,014 +69%
Norges Bank
15
Norges Bank
Norway
$15.6M -$1.21M -35,958 -6%
UOC
16
UBS O'Connor
Illinois
$14.3M +$16.9M +501,823 New
SCM
17
Scopia Capital Management
New York
$11.3M
PCI
18
Pacifica Capital Investments
Texas
$9M +$2.95M +87,675 +38%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$8.94M +$2.29M +68,100 +28%
BTW
20
Boston Trust Walden
Massachusetts
$8.87M -$172K -5,094 -2%
UIM
21
Underhill Investment Management
California
$8.83M +$349K +10,370 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.26M +$583K +17,312 +6%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$8.2M +$7.77M +230,800 +408%
MFP
24
Michael F. Price
$7.99M +$1.68M +50,000 +22%
BIM
25
BlackRock Investment Management
Delaware
$7.83M +$4.88M +144,994 +112%

FOSL Hedge Fund Activity: Q2 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fossil Group (FOSL) for Q2 2016, worth a combined $1.33B — down 36% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of FOSL and 26 opened new positions — a net loss of 38 holders — while 64 trimmed existing stakes and 81 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.8M. The largest seller was PGGM Investments, exiting entirely with an estimated $22.2M sold.

  • 190 institutional investors held Fossil Group (FOSL) as of Q2 2016, down from 229 in Q1 2016.
  • Funds reported $1.33B of Fossil Group stock for Q2 2016, down 36% quarter-over-quarter.
  • 26 funds opened new Fossil Group positions in Q2 2016 and 64 closed out, a net change of -38 holders.
  • The largest Fossil Group buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $22.8M added.
  • The largest Fossil Group seller in Q2 2016 was PGGM Investments, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2016.