Oxford Industries
OXM
131 hedge funds and large institutions have $789M invested in Oxford Industries in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 23 closing their positions.
83% more call options, than puts
Call options by funds: $3.07M | Put options by funds: $1.68M
1.88% more ownership
Funds ownership: 85.05% → 86.93% (+1.9%)
9% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 44
4% less funds holding
Funds holding: 137 → 131 (-6)
8% less capital invested
Capital invested by funds: $854M → $789M (-$64.5M)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.9M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$16.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.4M |
| 4 |
DCM
Daruma Capital Management
New York
|
+$11.8M |
| 5 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$18.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$4.55M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$3.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Creative Planning
Overland Park,
Kansas
| – | -$61K | -1,000 | Closed |
|
|
DADC
152
D.A. Davidson & Co
Great Falls,
Montana
| – | -$9K | -150 | Closed |
|
|
PTC
153
Private Trust Company
Cleveland,
Ohio
| – | -$2K | -40 | Closed |
|
|
BRWA
154
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | +$305 | +5 | New |
|
OXM Hedge Fund Activity: Q4 2014 in Review
131 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q4 2014, worth a combined $789M — down 7.6% from $854M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of OXM and 19 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 40 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $21.9M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $18.5M sold.
- 131 institutional investors held Oxford Industries (OXM) as of Q4 2014, down from 137 in Q3 2014.
- Funds reported $789M of Oxford Industries stock for Q4 2014, down 7.6% quarter-over-quarter.
- 19 funds opened new Oxford Industries positions in Q4 2014 and 23 closed out, a net change of -4 holders.
- The largest Oxford Industries buyer in Q4 2014 was Thrivent Financial for Lutherans, an estimated $21.9M added.
- The largest Oxford Industries seller in Q4 2014 was Capital Research Global Investors, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2014.