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1,111 hedge funds and large institutions have $33.7B invested in Target in 2016 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 398 increasing their positions, 495 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $925M | Put options by funds: $818M

1.18% more ownership

Funds ownership: 85.23%86.41% (+1.2%)

4% less capital invested

Capital invested by funds: $35.1B → $33.7B (-$1.33B)

4% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 95

2% less funds holding

Funds holding: 1,1281,111 (-17)

20% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 495

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
1,111
Holders Change
-17
Holders Change %
-1.51%
% of All Funds
29.64%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.43%
New
91
Increased
398
Reduced
495
Closed
95
Calls
$925M
Puts
$818M
Net Calls
+$107M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$3.51B +$93.6M +1,306,026 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.79B -$47.4M -661,128 -2%
Franklin Resources
3
Franklin Resources
California
$1.53B +$429M +5,985,033 +37%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.19B -$158M -2,200,190 -11%
Capital World Investors
5
Capital World Investors
California
$1.18B -$50.4M -702,633 -4%
BIT
6
BlackRock Institutional Trust
California
$1.1B -$77.2M -1,076,807 -6%
Bank of America
7
Bank of America
North Carolina
$1.03B +$347M +4,837,527 +48%
MAM
8
Magellan Asset Management
Australia
$850M +$19.4M +270,545 +2%
Invesco
9
Invesco
Georgia
$828M -$16.1M -224,552 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$816M -$83M -1,157,452 -9%
Dodge & Cox
11
Dodge & Cox
California
$788M -$20.4M -284,495 -2%
Wells Fargo
12
Wells Fargo
California
$767M -$50.4M -703,390 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$669M -$41.9M -585,229 -6%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$641M +$345M +4,811,983 +106%
Northern Trust
15
Northern Trust
Illinois
$625M -$13.4M -186,602 -2%
BFA
16
BlackRock Fund Advisors
California
$573M +$11.9M +165,621 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$543M +$94.7M +1,321,858 +20%
BG
18
BlackRock Group
United Kingdom
$421M -$15.1M -210,383 -3%
Norges Bank
19
Norges Bank
Norway
$409M -$412K -5,742 -0.1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$343M -$11.7M -163,253 -3%
JP Morgan Chase
21
JP Morgan Chase
New York
$342M -$214M -2,979,663 -37%
LSV Asset Management
22
LSV Asset Management
Illinois
$333M +$20.9M +292,180 +6%
Morgan Stanley
23
Morgan Stanley
New York
$298M +$75M +1,045,711 +32%
APG Asset Management
24
APG Asset Management
Netherlands
$289M +$25.6M +357,100 +9%
American Century Companies
25
American Century Companies
Missouri
$281M +$47.6M +664,299 +19%

TGT Hedge Fund Activity: Q3 2016 in Review

1,111 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Target (TGT) for Q3 2016, worth a combined $33.7B — down 3.8% from $35.1B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of TGT and 91 opened new positions — a net loss of 4 holders — while 495 trimmed existing stakes and 398 added.

The largest buyer was Franklin Resources, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $214M.

  • 1,111 institutional investors held Target (TGT) as of Q3 2016, down from 1,128 in Q2 2016.
  • Funds reported $33.7B of Target stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 91 funds opened new Target positions in Q3 2016 and 95 closed out, a net change of -4 holders.
  • The largest Target buyer in Q3 2016 was Franklin Resources, an estimated $429M added.
  • The largest Target seller in Q3 2016 was JP Morgan Chase, an estimated $214M sold.

Based on aggregated 13F filings for Q3 2016.