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Oxford Industries

182 hedge funds and large institutions have $1.38B invested in Oxford Industries in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $1.6M

10% more capital invested

Capital invested by funds: $1.25B → $1.38B (+$128M)

1.31% more ownership

Funds ownership: 88.97%90.28% (+1.3%)

5% less funds holding

Funds holding: 192182 (-10)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
182
Holders Change
-10
Holders Change %
-5.21%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
58
Reduced
74
Closed
25
Calls
$5.69M
Puts
$1.6M
Net Calls
+$4.09M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$2.62M +28,825 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$1.14M +12,543 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.2M -$1.99M -21,870 -3%
SAM
4
Silvercrest Asset Management
New York
$52.1M +$52.5M +577,669 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$48.7M -$615K -6,759 -1%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$48M +$2.05M +22,490 +4%
WHG
7
Westwood Holdings Group
Texas
$44.6M -$5.39M -59,280 -11%
State Street
8
State Street
Massachusetts
$40.9M +$2.99M +32,911 +8%
GT
9
Glenmede Trust
Pennsylvania
$40.4M -$4.9M -53,899 -11%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$39.7M +$2.24M +24,615 +6%
SB
11
Suntrust Banks
Georgia
$34.8M +$1.14M +12,553 +3%
GKIM
12
GW&K Investment Management
Massachusetts
$31.8M -$166K -1,826 -0.5%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$31.6M -$5.99M -65,873 -16%
Norges Bank
14
Norges Bank
Norway
$27.9M
Fidelity Investments
15
Fidelity Investments
Massachusetts
$24.3M -$5.77M -63,442 -19%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$23.4M -$247K -2,716 -1%
FIM
17
Foresters Investment Management
New York
$20.9M +$546K +6,000 +3%
Northern Trust
18
Northern Trust
Illinois
$20.7M -$405K -4,452 -2%
WCM
19
Wedge Capital Management
North Carolina
$19.1M -$673K -7,398 -3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$18M -$965K -10,607 -5%
RHJA
21
Rice Hall James & Associates
California
$16.8M -$462K -5,079 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$15.3M +$931K +10,238 +6%
CAM
23
Cortina Asset Management
Wisconsin
$14.9M +$15.1M +165,723 New
Principal Financial Group
24
Principal Financial Group
Iowa
$13.4M +$525K +5,766 +4%
Charles Schwab
25
Charles Schwab
California
$13.2M +$371K +4,076 +3%

OXM Hedge Fund Activity: Q3 2018 in Review

182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q3 2018, worth a combined $1.38B — up 10% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of OXM and 16 opened new positions — a net loss of 9 holders — while 74 trimmed existing stakes and 58 added.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $52.5M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $11.9M sold.

  • 182 institutional investors held Oxford Industries (OXM) as of Q3 2018, down from 192 in Q2 2018.
  • Funds reported $1.38B of Oxford Industries stock for Q3 2018, up 10% quarter-over-quarter.
  • 16 funds opened new Oxford Industries positions in Q3 2018 and 25 closed out, a net change of -9 holders.
  • The largest Oxford Industries buyer in Q3 2018 was Silvercrest Asset Management, an estimated $52.5M added.
  • The largest Oxford Industries seller in Q3 2018 was Kennedy Capital Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2018.