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Oxford Industries

160 hedge funds and large institutions have $1.08B invested in Oxford Industries in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 16

94% more call options, than puts

Call options by funds: $8.25M | Put options by funds: $4.25M

82% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 33

37% more capital invested

Capital invested by funds: $789M → $1.08B (+$289M)

22% more funds holding

Funds holding: 131160 (+29)

0.01% less ownership

Funds ownership: 86.93%86.92% (-0.01%)

Holders
160
Holders Change
+29
Holders Change %
+22.14%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
60
Reduced
33
Closed
16
Calls
$8.25M
Puts
$4.25M
Net Calls
+$4M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kornitzer Capital Management
Kansas
$96.1M -$1.63M -28,946 -2%
DCM
2
Daruma Capital Management
New York
$77M -$1.86M -33,061 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.8M +$1.43M +25,377 +3%
BFA
4
BlackRock Fund Advisors
California
$64.1M +$2.57M +45,719 +6%
SB
5
Suntrust Banks
Georgia
$54.4M -$189K -3,365 -0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$50.8M +$2.34M +41,540 +7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$39.6M +$976K +17,329 +3%
GKIM
8
GW&K Investment Management
Massachusetts
$37.1M +$6.62M +117,508 +31%
Victory Capital Management
9
Victory Capital Management
Texas
$30.5M +$2.2M +39,100 +11%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$29.6M +$569K +10,100 +3%
BIT
11
BlackRock Institutional Trust
California
$29M +$906K +16,083 +4%
KI
12
Kalmar Investments
Delaware
$26.1M -$1.73M -30,679 -8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.3M +$4.26M +75,674 +35%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$21.7M -$3.55M -62,975 -18%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$21.6M -$23.4M -416,079 -59%
WRF
16
Waddell & Reed Financial
Kansas
$20.6M
State Street
17
State Street
Massachusetts
$20.2M +$151K +2,684 +1%
RHJA
18
Rice Hall James & Associates
California
$18.8M -$184K -3,270 -1%
CAM
19
Cortina Asset Management
Wisconsin
$17.7M -$555K -9,850 -4%
SAM
20
Sentinel Asset Management
Vermont
$17.4M +$7.42M +131,800 +133%
Northern Trust
21
Northern Trust
Illinois
$14.1M +$291K +5,161 +3%
Wells Fargo
22
Wells Fargo
California
$14.1M -$8.79K -156 -0.1%
PCM
23
Penn Capital Management
Pennsylvania
$12.8M +$4.51M +80,105 +90%
RC
24
RBO & Co
California
$11.3M +$18.4K +327 +0.2%
CIP
25
Chartwell Investment Partners
Pennsylvania
$10.3M +$7.66M +135,945 New

OXM Hedge Fund Activity: Q1 2015 in Review

160 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q1 2015, worth a combined $1.08B — up 37% from $789M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OXM positions and 16 closed out — a net gain of 30 holders — while 60 added to existing stakes and 33 trimmed.

The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $7.66M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $31.2M sold.

  • 160 institutional investors held Oxford Industries (OXM) as of Q1 2015, up from 131 in Q4 2014.
  • Funds reported $1.08B of Oxford Industries stock for Q1 2015, up 37% quarter-over-quarter.
  • 46 funds opened new Oxford Industries positions in Q1 2015 and 16 closed out, a net change of +30 holders.
  • The largest Oxford Industries buyer in Q1 2015 was Chartwell Investment Partners, an estimated $7.66M added.
  • The largest Oxford Industries seller in Q1 2015 was TimesSquare Capital Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q1 2015.