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Oxford Industries

145 hedge funds and large institutions have $625M invested in Oxford Industries in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 151145 (-6)

4.03% less ownership

Funds ownership: 95.89%91.86% (-4%)

11% less capital invested

Capital invested by funds: $705M → $625M (-$80.6M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

32% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $1.86M

47% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 62

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
33
Reduced
62
Closed
23
Calls
$1.27M
Puts
$1.86M
Net Calls
-$593K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$117M -$720K -15,994 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.7M -$4.92M -109,196 -6%
SAM
3
Silvercrest Asset Management
New York
$32.9M -$265K -5,873 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.2M -$2.3M -51,114 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32.1M +$1.89M +42,052 +6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$25.7M +$8.54M +189,585 +42%
WHG
7
Westwood Holdings Group
Texas
$25.4M +$2.48M +55,172 +10%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$24.1M +$1.87M +41,462 +7%
State Street
9
State Street
Massachusetts
$20.9M -$1.06M -23,645 -4%
ICOM
10
Investment Counselors of Maryland
Maryland
$20.9M +$12.9M +287,100 +125%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$20.5M -$2.01M -44,614 -8%
GKIM
12
GW&K Investment Management
Massachusetts
$15M +$324K +7,197 +2%
Truist Financial
13
Truist Financial
North Carolina
$14.9M -$55.4K -1,230 -0.3%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$12.4M -$170K -3,776 -1%
Northern Trust
15
Northern Trust
Illinois
$11.4M -$349K -7,741 -3%
Norges Bank
16
Norges Bank
Norway
$9.96M -$1.39M -30,833 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$9.51M -$212K -4,709 -2%
FWIA
18
Fort Washington Investment Advisors
Ohio
$7.8M +$168K +3,727 +2%
Charles Schwab
19
Charles Schwab
California
$7.57M +$60K +1,332 +0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.69M -$255K -5,656 -3%
WCM
21
Wedge Capital Management
North Carolina
$6.59M -$82.6K -1,833 -1%
Morgan Stanley
22
Morgan Stanley
New York
$6.4M +$2.54M +56,483 +55%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.36M +$10.8K +239 +0.2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$5.18M +$3.76M +83,534 +186%
Goldman Sachs
25
Goldman Sachs
New York
$4.89M -$232K -5,145 -4%

OXM Hedge Fund Activity: Q3 2020 in Review

145 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q3 2020, worth a combined $625M — down 11% from $705M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of OXM and 17 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 33 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $12.9M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $16.3M.

  • 145 institutional investors held Oxford Industries (OXM) as of Q3 2020, down from 151 in Q2 2020.
  • Funds reported $625M of Oxford Industries stock for Q3 2020, down 11% quarter-over-quarter.
  • 17 funds opened new Oxford Industries positions in Q3 2020 and 23 closed out, a net change of -6 holders.
  • The largest Oxford Industries buyer in Q3 2020 was Investment Counselors of Maryland, an estimated $12.9M added.
  • The largest Oxford Industries seller in Q3 2020 was Thrivent Financial for Lutherans, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2020.