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Fossil Group

123 hedge funds and large institutions have $153M invested in Fossil Group in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $668K

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

0.03% less ownership

Funds ownership: 91.78%91.74% (-0.03%)

11% less funds holding

Funds holding: 138123 (-15)

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

58% less capital invested

Capital invested by funds: $365M → $153M (-$213M)

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
43
Reduced
38
Closed
34
Calls
$1.37M
Puts
$668K
Net Calls
+$702K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24.4M -$888K -150,538 -2%
BlackRock
2
BlackRock
New York
$23.6M -$786K -133,310 -2%
CIM
3
Contrarius Investment Management
Jersey
$15.8M
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.2M +$49.3K +8,362 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.8M +$1.42M +241,116 +7%
Charles Schwab
6
Charles Schwab
California
$7.36M +$9.99M +1,694,979 +312%
State Street
7
State Street
Massachusetts
$7.2M +$3.91M +663,785 +44%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$4.1M +$3.28M +555,690 +80%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$3.46M -$2.64M -447,814 -30%
Invesco
10
Invesco
Georgia
$3.44M +$2.98M +505,049 +93%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.22M +$245K +41,577 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.02M -$817K -138,600 -18%
Northern Trust
13
Northern Trust
Illinois
$1.96M -$152K -25,746 -4%
Ameriprise
14
Ameriprise
Minnesota
$1.93M +$1.25M +212,258 +57%
SAM
15
Storebrand Asset Management
Norway
$1.84M +$3.3M +560,244 New
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$1.67M +$1.87M +316,414 +167%
QOP
17
Quinn Opportunity Partners
Virginia
$1.58M +$712K +120,761 +34%
Citigroup
18
Citigroup
New York
$1.42M +$587K +99,605 +30%
N
19
Nuveen
North Carolina
$1.32M +$8.04K +1,363 +0.3%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.28M -$3.9M -662,017 -63%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.16M -$86K -14,583 -4%
WAM
22
Winslow Asset Management
Ohio
$1.15M -$187K -31,796 -8%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$1.12M +$1.79M +302,915 +819%
Goldman Sachs
24
Goldman Sachs
New York
$1.07M +$928K +157,316 +93%
Renaissance Technologies
25
Renaissance Technologies
New York
$954K -$4.31M -730,853 -72%

FOSL Hedge Fund Activity: Q1 2020 in Review

123 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fossil Group (FOSL) for Q1 2020, worth a combined $153M — down 58% from $365M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of FOSL and 22 opened new positions — a net loss of 12 holders — while 38 trimmed existing stakes and 43 added.

The largest buyer was Charles Schwab, adding an estimated $9.99M. The largest seller was Matarin Capital Management, exiting entirely with an estimated $4.51M sold.

  • 123 institutional investors held Fossil Group (FOSL) as of Q1 2020, down from 138 in Q4 2019.
  • Funds reported $153M of Fossil Group stock for Q1 2020, down 58% quarter-over-quarter.
  • 22 funds opened new Fossil Group positions in Q1 2020 and 34 closed out, a net change of -12 holders.
  • The largest Fossil Group buyer in Q1 2020 was Charles Schwab, an estimated $9.99M added.
  • The largest Fossil Group seller in Q1 2020 was Matarin Capital Management, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2020.