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Fossil Group

155 hedge funds and large institutions have $375M invested in Fossil Group in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

6.94% more ownership

Funds ownership: 92.54%99.47% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 158155 (-3)

10% less capital invested

Capital invested by funds: $418M → $375M (-$43.2M)

66% less call options, than puts

Call options by funds: $9.25M | Put options by funds: $27.2M

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
56
Reduced
45
Closed
30
Calls
$9.25M
Puts
$27.2M
Net Calls
-$18M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M +$6.2K +800 +0%
BlackRock
2
BlackRock
New York
$45.3M +$2.24M +288,928 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.8M +$1.26M +162,645 +4%
CIM
4
Contrarius Investment Management
Jersey
$25.4M +$16.7M +2,155,725 +194%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.7M +$2.42M +312,800 +14%
AA
6
Ancient Art
Texas
$12.2M
Millennium Management
7
Millennium Management
New York
$10.6M +$8.39M +1,083,233 +378%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.6M -$713K -92,081 -6%
PCI
9
Pacifica Capital Investments
Texas
$9.76M -$1.15M -148,546 -11%
State Street
10
State Street
Massachusetts
$9.58M +$818K +105,660 +9%
TSW
11
Thompson Siegel & Walmsley
Virginia
$7.96M -$611K -78,857 -7%
Two Sigma Investments
12
Two Sigma Investments
New York
$7.61M +$6.16M +795,372 +432%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.8M +$2.64M +340,763 +123%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$4.67M +$1.44M +186,114 +45%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.59M -$693K -89,440 -13%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$4.4M +$4.39M +566,442 New
Goldman Sachs
17
Goldman Sachs
New York
$4.24M -$890K -114,902 -17%
Northern Trust
18
Northern Trust
Illinois
$4.23M +$2.84K +367 +0.1%
Charles Schwab
19
Charles Schwab
California
$4.18M +$1.16M +150,380 +39%
CA
20
Commerzbank Aktiengesellschaft
Germany
$4.18M -$84.1K -10,862 -2%
PPA
21
Parametric Portfolio Associates
Washington
$4.1M +$1.17M +151,035 +40%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$4.09M +$3.12M +402,500 +326%
AIM
23
Alambic Investment Management
California
$4M +$1.22M +156,910 +44%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.87M -$419K -54,079 -10%
Wells Fargo
25
Wells Fargo
California
$2.98M -$730K -94,261 -20%

FOSL Hedge Fund Activity: Q4 2017 in Review

155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fossil Group (FOSL) for Q4 2017, worth a combined $375M — down 10% from $418M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FOSL and 28 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 56 added.

The largest buyer was Contrarius Investment Management, adding an estimated $16.7M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $20M sold.

  • 155 institutional investors held Fossil Group (FOSL) as of Q4 2017, down from 158 in Q3 2017.
  • Funds reported $375M of Fossil Group stock for Q4 2017, down 10% quarter-over-quarter.
  • 28 funds opened new Fossil Group positions in Q4 2017 and 30 closed out, a net change of -2 holders.
  • The largest Fossil Group buyer in Q4 2017 was Contrarius Investment Management, an estimated $16.7M added.
  • The largest Fossil Group seller in Q4 2017 was Southpoint Capital Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2017.