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Oxford Industries

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (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: 130123 (-7)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
50
Reduced
50
Closed
11
Calls
$4.38M
Puts
$4.6M
Net Calls
-$222K
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$116M +$38.5M +581,910 +52%
KCM
2
Kornitzer Capital Management
Kansas
$90.8M +$3.79M +57,300 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.7M +$1.68M +25,408 +3%
TCM
4
TimesSquare Capital Management
New York
$52M -$870K -13,170 -2%
SB
5
Suntrust Banks
Georgia
$51.5M +$140K +2,124 +0.3%
BFA
6
BlackRock Fund Advisors
California
$50.5M +$5.68M +85,928 +13%
DCM
7
Daruma Capital Management
New York
$43.5M -$2.38M -35,983 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$39.3M -$4.86M -73,571 -11%
KI
9
Kalmar Investments
Delaware
$32.1M -$2.53M -38,230 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$29M +$293K +4,427 +1%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$27.8M -$270K -4,080 -1%
BIT
12
BlackRock Institutional Trust
California
$24.5M -$726K -10,983 -3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$23.9M +$2.36M +35,710 +11%
LI
14
LMCG Investments
Massachusetts
$19M +$170K +2,577 +0.9%
CIP
15
Chartwell Investment Partners
Pennsylvania
$18.9M -$4.92M -74,490 -21%
FMA
16
Fiduciary Management Associates
Illinois
$18.9M -$103K -1,560 -0.6%
State Street
17
State Street
Massachusetts
$18.3M +$424K +6,419 +2%
RHJA
18
Rice Hall James & Associates
California
$17.3M -$1.59M -24,011 -9%
Northern Trust
19
Northern Trust
Illinois
$14.6M -$638K -9,647 -4%
Victory Capital Management
20
Victory Capital Management
Texas
$12.4M +$12M +181,868 New
CAM
21
Cortina Asset Management
Wisconsin
$11.1M -$9.45M -142,919 -47%
CRCP
22
Copper Rock Capital Partners
Massachusetts
$10.9M -$258K -3,902 -2%
Norges Bank
23
Norges Bank
Norway
$10.8M
RC
24
RBO & Co
California
$10.8M -$515K -7,792 -5%
CCM
25
Cadence Capital Management
Massachusetts
$9.29M -$1.97M -29,816 -18%

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.