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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$108M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.8M |
| 4 |
Morgan Stanley
New York
|
+$11.2M |
| 5 |
Bank of New York Mellon
New York
|
+$6.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$19.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$14.8M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$12.4M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$11.1M |
| 5 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$9.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPFS
176
First Personal Financial Services
Charlotte,
North Carolina
| – | -$13K | -209 | Closed |
|
|
SWA
177
Sutton Wealth Advisors
Tampa,
Florida
| – | -$8.24K | -137 | Closed |
|
178
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -109 | Closed |
|
|
IA
179
IFP Advisors
Tampa,
Florida
| – | -$6K | -105 | Closed |
|
|
IUHSA
180
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$4K | -60 | Closed |
|
|
GWM
181
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -35 | Closed |
|
|
QCG
182
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$719 | +13 | New |
|
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.