Oxford Industries
OXM
123 hedge funds and large institutions have $957M invested in Oxford Industries in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 11 closing their positions.
12% more capital invested
Capital invested by funds: $857M → $957M (+$100M)
0.11% more ownership
Funds ownership: 85.74% → 85.86% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 50
5% less call options, than puts
Call options by funds: $4.38M | Put options by funds: $4.6M
5% less funds holding
Funds holding: 130 → 123 (-7)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.5M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.68M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$3.79M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$2.36M |
| 5 |
Renaissance Technologies
New York
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
-$11.5M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$9.45M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$9.2M |
| 4 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$5.39M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$4.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
126
Tygh Capital Management
Portland,
Oregon
| – | -$5.39M | -86,330 | Closed |
|
127
Wellington Management Group
Boston,
Massachusetts
| – | -$4.26M | -68,206 | Closed |
|
|
CM
128
Castleark Management
Chicago,
Illinois
| – | -$1.89M | -30,250 | Closed |
|
|
PAM
129
Panagora Asset Management
Boston,
Massachusetts
| – | -$1.4M | -22,360 | Closed |
|
|
PCM
130
Penn Capital Management
Philadelphia,
Pennsylvania
| – | -$768K | -12,315 | Closed |
|
131
Millennium Management
New York
| – | -$577K | -9,239 | Closed |
|
|
SCM
132
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$446K | -7,145 | Closed |
|
133
Capital Fund Management (CFM)
Paris,
France
| – | -$387K | -6,200 | Closed |
|
|
SO
134
STRS Ohio
Columbus,
Ohio
| – | -$251K | -3,800 | Closed |
|
135
Arrowstreet Capital
Boston,
Massachusetts
| – | -$185K | -2,970 | Closed |
|
OXM Hedge Fund Activity: Q3 2013 in Review
123 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q3 2013, worth a combined $957M — up 12% from $857M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OXM and 5 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 50 added.
The largest buyer was Fidelity Investments, adding an estimated $38.5M. The largest seller was KeyBank National Association, cutting an estimated $11.5M.
- 123 institutional investors held Oxford Industries (OXM) as of Q3 2013, down from 130 in Q2 2013.
- Funds reported $957M of Oxford Industries stock for Q3 2013, up 12% quarter-over-quarter.
- 5 funds opened new Oxford Industries positions in Q3 2013 and 11 closed out, a net change of -6 holders.
- The largest Oxford Industries buyer in Q3 2013 was Fidelity Investments, an estimated $38.5M added.
- The largest Oxford Industries seller in Q3 2013 was KeyBank National Association, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2013.