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Oxford Industries

127 hedge funds and large institutions have $1.13B invested in Oxford Industries in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $3.27M

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $957M → $1.13B (+$176M)

3% more funds holding

Funds holding: 123127 (+4)

0.22% less ownership

Funds ownership: 85.86%85.64% (-0.22%)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
41
Reduced
52
Closed
9
Calls
$5.58M
Puts
$3.27M
Net Calls
+$2.31M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
26
Granahan Investment Management
Massachusetts
$10.3M
Invesco
27
Invesco
Georgia
$8.15M +$2.25M +30,836 +44%
Wells Fargo
28
Wells Fargo
California
$8.02M +$4.35M +59,702 +151%
HRCM
29
Hood River Capital Management
Florida
$7.96M -$702K -9,638 -9%
KCM
30
Kennedy Capital Management
Missouri
$7.63M -$319K -4,381 -4%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.1M +$383K +5,261 +6%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$6.83M -$78.3K -1,076 -1%
CCM
33
Cadence Capital Management
Massachusetts
$6.66M -$3.94M -54,121 -40%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$6.07M +$963K +13,220 +21%
TCIM
35
TIAA CREF Investment Management
New York
$5.88M -$73.8K -1,013 -1%
DCM
36
Driehaus Capital Management
Illinois
$5.74M +$2.82M +38,681 +119%
Prudential Financial
37
Prudential Financial
New Jersey
$5.72M -$320K -4,400 -6%
Ameriprise
38
Ameriprise
Minnesota
$5.29M +$713K +9,796 +18%
TI
39
Turner Investments
Pennsylvania
$4.86M -$383K -5,260 -8%
BIM
40
BlackRock Investment Management
Delaware
$3.61M -$47.5K -653 -1%
SAM
41
Shell Asset Management
Netherlands
$3.48M +$506K +6,955 +19%
SONJCPFA
42
State of New Jersey Common Pension Fund A
New Jersey
$3.39M
PPA
43
Parametric Portfolio Associates
Washington
$3.34M +$37.8K +519 +1%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$3.32M -$43.7K -600 -1%
Bank of America
45
Bank of America
North Carolina
$3.01M +$287K +3,944 +12%
Charles Schwab
46
Charles Schwab
California
$2.85M +$103K +1,414 +4%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.83M +$36.4K +500 +1%
Goldman Sachs
48
Goldman Sachs
New York
$2.78M +$838K +11,513 +50%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.69M +$7.28K +100 +0.3%
USAA
50
United Services Automobile Association
Texas
$2.68M

OXM Hedge Fund Activity: Q4 2013 in Review

127 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q4 2013, worth a combined $1.13B — up 18% from $957M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OXM positions and 9 closed out — a net gain of 4 holders — while 41 added to existing stakes and 52 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $19.7M. The largest seller was TimesSquare Capital Management, cutting an estimated $12.2M.

  • 127 institutional investors held Oxford Industries (OXM) as of Q4 2013, up from 123 in Q3 2013.
  • Funds reported $1.13B of Oxford Industries stock for Q4 2013, up 18% quarter-over-quarter.
  • 13 funds opened new Oxford Industries positions in Q4 2013 and 9 closed out, a net change of +4 holders.
  • The largest Oxford Industries buyer in Q4 2013 was Capital Research Global Investors, an estimated $19.7M added.
  • The largest Oxford Industries seller in Q4 2013 was TimesSquare Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2013.