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Oxford Industries

173 hedge funds and large institutions have $982M invested in Oxford Industries in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $4.08M | Put options by funds: $1.21M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $830M → $982M (+$152M)

10% more funds holding

Funds holding: 157173 (+16)

7% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 55

0.6% less ownership

Funds ownership: 87.54%86.94% (-0.6%)

Holders
173
Holders Change
+16
Holders Change %
+10.19%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
59
Reduced
55
Closed
18
Calls
$4.08M
Puts
$1.21M
Net Calls
+$2.87M
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.8M +$985K +15,736 +1%
BFA
2
BlackRock Fund Advisors
California
$69.9M +$4.94M +78,875 +8%
DCM
3
Daruma Capital Management
New York
$44.6M -$1.53M -24,365 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.8M +$50.4K +805 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$35.2M -$3.11M -49,654 -9%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$34M -$1.44M -22,961 -4%
GKIM
7
GW&K Investment Management
Massachusetts
$32.2M -$691K -11,038 -2%
SB
8
Suntrust Banks
Georgia
$31.8M -$40.8K -651 -0.1%
BIT
9
BlackRock Institutional Trust
California
$28.3M +$1.59M +25,332 +6%
EIP
10
Epoch Investment Partners
New York
$26M -$325K -5,188 -1%
KI
11
Kalmar Investments
Delaware
$25.3M -$9.62M -153,570 -29%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$23.4M -$3.49M -55,730 -14%
RHJA
13
Rice Hall James & Associates
California
$23.4M +$548K +8,748 +3%
SCM
14
SG Capital Management
Illinois
$21.5M +$3.95M +63,002 +25%
FIM
15
Foresters Investment Management
New York
$21M -$2.31M -36,900 -11%
State Street
16
State Street
Massachusetts
$20.8M +$901K +14,387 +5%
EA
17
Emerald Acquisition
Washington
$17.7M -$1.63M -25,966 -9%
CCMLC
18
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.4M +$15.2M +242,971 New
Northern Trust
19
Northern Trust
Illinois
$16.2M +$2.17M +34,726 +17%
Millennium Management
20
Millennium Management
New York
$15.3M +$14.2M +226,222 New
KCM
21
Kornitzer Capital Management
Kansas
$14.9M -$67.1K -1,071 -0.5%
SAM
22
Sentinel Asset Management
Vermont
$14.3M +$1.02M +16,305 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.5M -$982K -15,681 -7%
WRF
24
Waddell & Reed Financial
Kansas
$13.3M -$9.85M -157,300 -44%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$12.8M +$6.77M +108,074 +134%

OXM Hedge Fund Activity: Q3 2016 in Review

173 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q3 2016, worth a combined $982M — up 18% from $830M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OXM positions and 18 closed out — a net gain of 17 holders — while 59 added to existing stakes and 55 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $15.2M. The largest seller was Waddell & Reed Financial, cutting an estimated $9.85M.

  • 173 institutional investors held Oxford Industries (OXM) as of Q3 2016, up from 157 in Q2 2016.
  • Funds reported $982M of Oxford Industries stock for Q3 2016, up 18% quarter-over-quarter.
  • 35 funds opened new Oxford Industries positions in Q3 2016 and 18 closed out, a net change of +17 holders.
  • The largest Oxford Industries buyer in Q3 2016 was Cardinal Capital Management LLC (Connecticut), an estimated $15.2M added.
  • The largest Oxford Industries seller in Q3 2016 was Waddell & Reed Financial, an estimated $9.85M sold.

Based on aggregated 13F filings for Q3 2016.