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Oxford Industries

149 hedge funds and large institutions have $990M invested in Oxford Industries in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $625M → $990M (+$365M)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

24% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $1.93M

3% more funds holding

Funds holding: 145149 (+4)

2.31% less ownership

Funds ownership: 91.86%89.55% (-2.3%)

38% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 60

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
37
Reduced
60
Closed
18
Calls
$2.39M
Puts
$1.93M
Net Calls
+$458K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$191M +$217K +4,207 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$110M +$3.98M +76,965 +5%
SAM
3
Silvercrest Asset Management
New York
$68.8M +$12.2M +235,964 +29%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.2M -$3.18M -61,548 -8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$47M +$4.21M +81,489 +13%
ICOM
6
Investment Counselors of Maryland
Maryland
$39.9M +$4.72M +91,388 +18%
WHG
7
Westwood Holdings Group
Texas
$39.7M -$1.21M -23,359 -4%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$34.6M -$3.53M -68,342 -11%
State Street
9
State Street
Massachusetts
$34.1M +$172K +3,321 +0.6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$31.9M -$1.03M -19,852 -4%
GKIM
11
GW&K Investment Management
Massachusetts
$24.2M -$149K -2,888 -0.8%
Truist Financial
12
Truist Financial
North Carolina
$24.1M -$26.8K -518 -0.1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$21.1M -$24.5M -474,603 -60%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$20.2M +$917K +17,750 +6%
Northern Trust
15
Northern Trust
Illinois
$17.9M -$516K -9,983 -4%
Norges Bank
16
Norges Bank
Norway
$16.2M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$15.6M +$168K +3,257 +1%
Charles Schwab
18
Charles Schwab
California
$12.7M +$351K +6,782 +4%
PCM
19
Peregrine Capital Management
Minnesota
$11.2M +$4.34M +84,042 +96%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.9M +$54.2K +1,048 +0.6%
FWIA
21
Fort Washington Investment Advisors
Ohio
$9.85M -$2.21M -42,847 -22%
WCM
22
Wedge Capital Management
North Carolina
$9.34M -$1.07M -20,738 -13%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$8.82M +$320K +6,200 +5%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.26M -$346K -6,702 -5%
JP Morgan Chase
25
JP Morgan Chase
New York
$7.96M +$844K +16,335 +16%

OXM Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oxford Industries (OXM) for Q4 2020, worth a combined $990M — up 58% from $625M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OXM positions and 18 closed out — a net gain of 5 holders — while 37 added to existing stakes and 60 trimmed.

The largest buyer was Silvercrest Asset Management, adding an estimated $12.2M. The largest seller was Fidelity Investments, cutting an estimated $24.5M.

  • 149 institutional investors held Oxford Industries (OXM) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $990M of Oxford Industries stock for Q4 2020, up 58% quarter-over-quarter.
  • 23 funds opened new Oxford Industries positions in Q4 2020 and 18 closed out, a net change of +5 holders.
  • The largest Oxford Industries buyer in Q4 2020 was Silvercrest Asset Management, an estimated $12.2M added.
  • The largest Oxford Industries seller in Q4 2020 was Fidelity Investments, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2020.