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Oxford Industries

184 hedge funds and large institutions have $1.11B invested in Oxford Industries in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

91% more call options, than puts

Call options by funds: $978K | Put options by funds: $511K

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

14% more capital invested

Capital invested by funds: $973M → $1.11B (+$139M)

10% more funds holding

Funds holding: 167184 (+17)

3.15% less ownership

Funds ownership: 91.02%87.87% (-3.1%)

Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
69
Reduced
57
Closed
14
Calls
$978K
Puts
$511K
Net Calls
+$467K
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$160M +$1.18M +17,725 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M +$6.68M +99,895 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M -$68.6K -1,027 -0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$56.4M +$764K +11,436 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$46.2M +$332K +4,963 +0.8%
GT
6
Glenmede Trust
Pennsylvania
$42M -$520K -7,783 -1%
SB
7
Suntrust Banks
Georgia
$34.9M -$223K -3,330 -0.7%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$34.4M -$421K -6,305 -1%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$30.7M +$1.41M +21,089 +5%
State Street
10
State Street
Massachusetts
$30M +$1.45M +21,641 +6%
GKIM
11
GW&K Investment Management
Massachusetts
$26.6M -$2.66M -39,833 -10%
WHG
12
Westwood Holdings Group
Texas
$26.3M -$3.15M -47,200 -12%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$23.4M -$374K -5,600 -2%
Norges Bank
14
Norges Bank
Norway
$23.3M -$1.38M -20,689 -6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$21.7M +$5.34M +79,897 +38%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$21.4M -$38.4K -574 -0.2%
WCM
17
Wedge Capital Management
North Carolina
$19M +$447K +6,686 +3%
FIM
18
Foresters Investment Management
New York
$16.5M -$16.1M -240,625 -52%
Northern Trust
19
Northern Trust
Illinois
$16.5M +$51.1K +765 +0.3%
RHJA
20
Rice Hall James & Associates
California
$14.2M +$1.62M +24,189 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.9M -$926K -13,856 -7%
KCM
22
Kennedy Capital Management
Missouri
$12.7M -$343K -5,133 -3%
Bank of America
23
Bank of America
North Carolina
$11M -$4.61M -69,011 -32%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$10.5M +$890K +13,324 +11%
RC
25
RBO & Co
California
$10.3M

OXM Hedge Fund Activity: Q4 2017 in Review

184 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q4 2017, worth a combined $1.11B — up 14% from $973M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OXM positions and 14 closed out — a net gain of 17 holders — while 69 added to existing stakes and 57 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $8.53M. The largest seller was Millennium Management, cutting an estimated $20.3M.

  • 184 institutional investors held Oxford Industries (OXM) as of Q4 2017, up from 167 in Q3 2017.
  • Funds reported $1.11B of Oxford Industries stock for Q4 2017, up 14% quarter-over-quarter.
  • 31 funds opened new Oxford Industries positions in Q4 2017 and 14 closed out, a net change of +17 holders.
  • The largest Oxford Industries buyer in Q4 2017 was Hancock Whitney, an estimated $8.53M added.
  • The largest Oxford Industries seller in Q4 2017 was Millennium Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2017.