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TJX Companies

869 hedge funds and large institutions have $38.3B invested in TJX Companies in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 305 increasing their positions, 385 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

1% less funds holding

Funds holding: 878869 (-9)

3.03% less ownership

Funds ownership: 181.05%178.02% (-3%)

6% less capital invested

Capital invested by funds: $41B → $38.3B (-$2.63B)

10% less call options, than puts

Call options by funds: $65.8M | Put options by funds: $73.2M

17% less funds holding in top 10

Funds holding in top 10: 5445 (-9)

21% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 385

Holders
869
Holders Change
-9
Holders Change %
-1.03%
% of All Funds
25.1%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.3%
New
69
Increased
305
Reduced
385
Closed
66
Calls
$65.8M
Puts
$73.2M
Net Calls
-$7.41M
Net Calls Change
+$73M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$293M +$1.64M +54,204 +0.6%
MAA
27
Managed Account Advisors
New Jersey
$242M -$4.99M -164,842 -2%
HCM
28
Herndon Capital Management
Georgia
$236M -$2.37M -78,302 -1%
JIM
29
Jensen Investment Management
Oregon
$236M +$3.05M +100,782 +1%
Capital Research Global Investors
30
Capital Research Global Investors
California
$218M +$36.3M +1,200,000 +20%
Deutsche Bank
31
Deutsche Bank
Germany
$215M -$5.24M -172,958 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$215M -$37M -1,222,400 -15%
American Century Companies
33
American Century Companies
Missouri
$213M -$10.7M -351,768 -5%
O
34
OppenheimerFunds
New York
$207M -$53.9M -1,779,906 -21%
Diamond Hill Capital Management
35
Diamond Hill Capital Management
Ohio
$199M +$4.36M +143,994 +2%
SC
36
Sasco Capital
Connecticut
$197M -$6.59M -217,650 -3%
Legal & General Group
37
Legal & General Group
United Kingdom
$196M -$7.7M -254,172 -4%
Polen Capital Management
38
Polen Capital Management
Florida
$191M +$103M +3,393,058 +117%
GVI
39
Green Valley Investors
Delaware
$182M
Neuberger Berman Group
40
Neuberger Berman Group
New York
$179M +$27.2M +899,518 +18%
EIP
41
Epoch Investment Partners
New York
$173M +$1.93M +63,744 +1%
UBS AM
42
UBS AM
Illinois
$172M +$14.2M +469,714 +9%
EVM
43
Eaton Vance Management
Massachusetts
$172M -$19.6M -648,700 -10%
DGI
44
Disciplined Growth Investors
Minnesota
$171M +$6.16M +203,550 +4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$160M -$3.33M -110,046 -2%
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153M -$845K -27,902 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$150M +$42.9M +1,418,192 +40%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$145M +$21.6M +712,586 +18%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$144M +$3.39M +112,060 +2%
EARNEST Partners
50
EARNEST Partners
Georgia
$143M +$1.55M +51,248 +1%

TJX Hedge Fund Activity: Q1 2014 in Review

869 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q1 2014, worth a combined $38.3B — down 6.4% from $41B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TJX positions and 66 closed out — a net gain of 3 holders — while 305 added to existing stakes and 385 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $230M.

  • 869 institutional investors held TJX Companies (TJX) as of Q1 2014, down from 878 in Q4 2013.
  • Funds reported $38.3B of TJX Companies stock for Q1 2014, down 6.4% quarter-over-quarter.
  • 69 funds opened new TJX Companies positions in Q1 2014 and 66 closed out, a net change of +3 holders.
  • The largest TJX Companies buyer in Q1 2014 was Wellington Management Group, an estimated $191M added.
  • The largest TJX Companies seller in Q1 2014 was Fidelity Investments, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2014.