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Oxford Industries

151 hedge funds and large institutions have $705M invested in Oxford Industries in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

14% more capital invested

Capital invested by funds: $619M → $705M (+$86.2M)

3% more funds holding

Funds holding: 146151 (+5)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

2.4% less ownership

Funds ownership: 98.29%95.89% (-2.4%)

30% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $1.79M

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
53
Reduced
49
Closed
21
Calls
$1.25M
Puts
$1.79M
Net Calls
-$546K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$129M -$4.45M -107,024 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.4M -$1.63M -39,218 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.4M +$1.82M +43,850 +5%
SAM
4
Silvercrest Asset Management
New York
$36.1M -$2.29M -55,019 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$33.2M +$7.02M +168,721 +29%
WHG
6
Westwood Holdings Group
Texas
$25.3M +$2.28M +54,797 +11%
CCMLC
7
Cardinal Capital Management LLC (Connecticut)
Connecticut
$24.4M -$2.23M -53,555 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$24.3M +$1.23M +29,701 +6%
State Street
9
State Street
Massachusetts
$23.8M -$402K -9,677 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$19.7M +$17.6M +423,831 +1,833%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$16.6M +$2.46M +59,216 +19%
Truist Financial
12
Truist Financial
North Carolina
$16.3M -$14.7K -353 -0.1%
GKIM
13
GW&K Investment Management
Massachusetts
$16.1M +$1.34M +32,322 +10%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$12.9M +$1.51M +36,282 +14%
Northern Trust
15
Northern Trust
Illinois
$12.8M +$2.57M +61,878 +27%
Norges Bank
16
Norges Bank
Norway
$12.2M
GT
17
Glenmede Trust
Pennsylvania
$10.6M -$2.7M -65,037 -21%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$10.6M +$176K +4,227 +2%
ICOM
19
Investment Counselors of Maryland
Maryland
$10.1M +$9.57M +230,135 New
ClearBridge Investments
20
ClearBridge Investments
New York
$8.77M +$339K +8,155 +4%
FWIA
21
Fort Washington Investment Advisors
Ohio
$8.34M +$8.32K +200 +0.1%
Charles Schwab
22
Charles Schwab
California
$8.2M -$62.5K -1,503 -0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.54M +$607K +14,602 +9%
WCM
24
Wedge Capital Management
North Carolina
$7.27M +$302K +7,266 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.83M -$210K -5,051 -4%

OXM Hedge Fund Activity: Q2 2020 in Review

151 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q2 2020, worth a combined $705M — up 14% from $619M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OXM positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $17.6M. The largest seller was Victory Capital Management, cutting an estimated $50.4M.

  • 151 institutional investors held Oxford Industries (OXM) as of Q2 2020, up from 146 in Q1 2020.
  • Funds reported $705M of Oxford Industries stock for Q2 2020, up 14% quarter-over-quarter.
  • 26 funds opened new Oxford Industries positions in Q2 2020 and 21 closed out, a net change of +5 holders.
  • The largest Oxford Industries buyer in Q2 2020 was AllianceBernstein, an estimated $17.6M added.
  • The largest Oxford Industries seller in Q2 2020 was Victory Capital Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2020.