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Oxford Industries

159 hedge funds and large institutions have $915M invested in Oxford Industries in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $1.78M

3.82% more ownership

Funds ownership: 86.94%90.76% (+3.8%)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

7% less capital invested

Capital invested by funds: $982M → $915M (-$66.9M)

8% less funds holding

Funds holding: 173159 (-14)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
159
Holders Change
-14
Holders Change %
-8.09%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
51
Reduced
55
Closed
36
Calls
$4.49M
Puts
$1.78M
Net Calls
+$2.71M
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.6M +$3.23M +48,982 +4%
BFA
2
BlackRock Fund Advisors
California
$71M +$9.76M +148,122 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.1M +$2.41M +36,584 +6%
DCM
4
Daruma Capital Management
New York
$39.5M -$161K -2,442 -0.4%
GT
5
Glenmede Trust
Pennsylvania
$36.9M +$34.4M +521,215 +564%
FIM
6
Foresters Investment Management
New York
$32.5M +$14.6M +222,000 +71%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$30.5M +$383K +5,816 +1%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$28.7M +$15.4M +234,222 +96%
SB
9
Suntrust Banks
Georgia
$28.3M +$42.7K +648 +0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.6M -$4.1M -62,190 -12%
BIT
11
BlackRock Institutional Trust
California
$27M +$2.03M +30,844 +7%
GKIM
12
GW&K Investment Management
Massachusetts
$24.7M -$4.25M -64,451 -14%
EIP
13
Epoch Investment Partners
New York
$21.2M -$2.07M -31,357 -8%
RHJA
14
Rice Hall James & Associates
California
$21.1M +$374K +5,678 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$20.8M +$17.8K +270 +0.1%
KI
16
Kalmar Investments
Delaware
$19.9M -$2.76M -41,878 -11%
State Street
17
State Street
Massachusetts
$19.8M +$1.42M +21,602 +7%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$18.3M +$19.8M +300,289 New
WCM
19
Wedge Capital Management
North Carolina
$16.1M +$17.7M +268,487 New
WHG
20
Westwood Holdings Group
Texas
$12.8M +$2.22M +33,693 +19%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$12.6M +$13.8M +209,817 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$12.5M +$1.29M +19,600 +10%
Northern Trust
23
Northern Trust
Illinois
$12.4M -$2.14M -32,413 -14%
SAM
24
Sentinel Asset Management
Vermont
$11.9M -$876K -13,290 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11.8M -$185K -2,814 -1%

OXM Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q4 2016, worth a combined $915M — down 6.8% from $982M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of OXM and 24 opened new positions — a net loss of 12 holders — while 55 trimmed existing stakes and 51 added.

The largest buyer was Glenmede Trust, adding an estimated $34.4M. The largest seller was SG Capital Management, exiting entirely with an estimated $21.5M sold.

  • 159 institutional investors held Oxford Industries (OXM) as of Q4 2016, down from 173 in Q3 2016.
  • Funds reported $915M of Oxford Industries stock for Q4 2016, down 6.8% quarter-over-quarter.
  • 24 funds opened new Oxford Industries positions in Q4 2016 and 36 closed out, a net change of -12 holders.
  • The largest Oxford Industries buyer in Q4 2016 was Glenmede Trust, an estimated $34.4M added.
  • The largest Oxford Industries seller in Q4 2016 was SG Capital Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2016.