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Oxford Industries
OXM

161 hedge funds and large institutions have $855M invested in Oxford Industries in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

23% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $2.2M

1% more funds holding

Funds holding: 159 → 161 (+2)

1.47% less ownership

Funds ownership: 90.76% → 89.28% (-1.5%)

7% less capital invested

Capital invested by funds: $915M → $855M (-$60.4M)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
59
Reduced
47
Closed
21
Calls
$2.7M
Puts
$2.2M
Net Calls
+$508K
Net Calls Change
-$2.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$108M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$28.5M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$12.8M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.81M

Top Sellers

Rank Fund Capital Flow
1
KI
Kalmar Investments
Delaware
-$19.9M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$14.8M
3
RHJA
Rice Hall James & Associates
California
-$12.4M
4
WRF
Waddell & Reed Financial
Kansas
-$11.1M
5
NPIC
Neumeier Poma Investment Counsel
California
-$9.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
151
Tradewinds Capital Management
Washington
$7K – – –
WTC
152
WhitTier Trust Company
Nevada
$7K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$7K +$5.53K +100 +333%
SFG
154
SevenBridge Financial Group
Pennsylvania
$5K – – –
GAM
155
Gemmer Asset Management
California
$4K – – –
PA
156
Parallel Advisors
California
$3K +$2.82K +51 New
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$2K – – –
Federated Hermes
158
Federated Hermes
Pennsylvania
$2K – – –
Bessemer Group
159
Bessemer Group
New Jersey
$1K – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$1K +$664 +12 New
KI
161
Kalmar Investments
Delaware
– -$19.9M -331,510 Closed
WRF
162
Waddell & Reed Financial
Kansas
– -$11.1M -184,956 Closed
NPIC
163
Neumeier Poma Investment Counsel
California
– -$9.91M -164,845 Closed
Loomis, Sayles & Company
164
Loomis, Sayles & Company
Massachusetts
– -$9.84M -163,708 Closed
PAM
165
Panagora Asset Management
Massachusetts
– -$2.63M -43,651 Closed
DM
166
Diker Management
New York
– -$2.31M -38,475 Closed
RIM
167
Rainier Investment Management
Washington
– -$1.39M -23,160 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
– -$953K -17,228 Closed
HSBC Holdings
169
HSBC Holdings
United Kingdom
– -$298K -4,960 Closed
CAM
170
Capstone Asset Management
Texas
– -$215K -3,581 Closed
IAM
171
Integre Asset Management
New York
– -$208K -3,454 Closed
TRCT
172
Tower Research Capital (TRC)
New York
– -$96K -1,584 Closed
QT
173
Quantbot Technologies
New York
– -$77K -1,287 Closed
Walleye Trading
174
Walleye Trading
New York
– -$30K -495 Closed
FIB
175
First Interstate Bank
Montana
– -$13K -212 Closed
4 5 6
7
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OXM Hedge Fund Activity: Q1 2017 in Review

161 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q1 2017, worth a combined $855M — down 6.6% from $915M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OXM positions and 21 closed out — a net gain of 9 holders — while 59 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $108M. The largest seller was Kalmar Investments, exiting entirely with an estimated $19.9M sold.

  • 161 institutional investors held Oxford Industries (OXM) as of Q1 2017, up from 159 in Q4 2016.
  • Funds reported $855M of Oxford Industries stock for Q1 2017, down 6.6% quarter-over-quarter.
  • 30 funds opened new Oxford Industries positions in Q1 2017 and 21 closed out, a net change of +9 holders.
  • The largest Oxford Industries buyer in Q1 2017 was BlackRock, an estimated $108M added.
  • The largest Oxford Industries seller in Q1 2017 was Kalmar Investments, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2017.