We are live on ! Find out more
OXM icon

Oxford Industries

127 hedge funds and large institutions have $1.13B invested in Oxford Industries in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $3.27M

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $957M → $1.13B (+$176M)

3% more funds holding

Funds holding: 123127 (+4)

0.22% less ownership

Funds ownership: 85.86%85.64% (-0.22%)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
41
Reduced
52
Closed
9
Calls
$5.58M
Puts
$3.27M
Net Calls
+$2.31M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M +$4.3M +59,046 +3%
KCM
2
Kornitzer Capital Management
Kansas
$110M +$2.27M +31,220 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$72.3M +$2.44M +33,522 +4%
BFA
4
BlackRock Fund Advisors
California
$61.4M +$1.34M +18,383 +2%
SB
5
Suntrust Banks
Georgia
$58.4M -$2.47M -33,857 -4%
DCM
6
Daruma Capital Management
New York
$54.5M +$2.62M +36,045 +6%
TCM
7
TimesSquare Capital Management
New York
$48.2M -$12.2M -167,100 -22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38.3M -$7.47M -102,574 -18%
KI
9
Kalmar Investments
Delaware
$36.9M -$1.09M -14,985 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35M +$488K +6,708 +2%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$31.6M -$1.21M -16,625 -4%
BIT
12
BlackRock Institutional Trust
California
$30.1M +$844K +11,591 +3%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$28.3M -$99.2K -1,362 -0.4%
State Street
14
State Street
Massachusetts
$23M +$1.19M +16,291 +6%
Capital Research Global Investors
15
Capital Research Global Investors
California
$21.8M +$19.7M +270,268 New
LI
16
LMCG Investments
Massachusetts
$20M -$2.3M -31,541 -11%
RHJA
17
Rice Hall James & Associates
California
$19.2M -$1.19M -16,360 -6%
FMA
18
Fiduciary Management Associates
Illinois
$17.7M -$4.25M -58,370 -21%
Northern Trust
19
Northern Trust
Illinois
$17M -$310K -4,254 -2%
CIP
20
Chartwell Investment Partners
Pennsylvania
$16.7M -$5.17M -70,955 -25%
Victory Capital Management
21
Victory Capital Management
Texas
$14.8M +$137K +1,875 +1%
CAM
22
Cortina Asset Management
Wisconsin
$14.6M +$1.23M +16,899 +10%
CRCP
23
Copper Rock Capital Partners
Massachusetts
$13.3M +$255K +3,501 +2%
Norges Bank
24
Norges Bank
Norway
$12.8M
RC
25
RBO & Co
California
$12.8M -$3.28K -45 -0%

OXM Hedge Fund Activity: Q4 2013 in Review

127 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q4 2013, worth a combined $1.13B — up 18% from $957M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OXM positions and 9 closed out — a net gain of 4 holders — while 41 added to existing stakes and 52 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $19.7M. The largest seller was TimesSquare Capital Management, cutting an estimated $12.2M.

  • 127 institutional investors held Oxford Industries (OXM) as of Q4 2013, up from 123 in Q3 2013.
  • Funds reported $1.13B of Oxford Industries stock for Q4 2013, up 18% quarter-over-quarter.
  • 13 funds opened new Oxford Industries positions in Q4 2013 and 9 closed out, a net change of +4 holders.
  • The largest Oxford Industries buyer in Q4 2013 was Capital Research Global Investors, an estimated $19.7M added.
  • The largest Oxford Industries seller in Q4 2013 was TimesSquare Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2013.