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TJX Companies

878 hedge funds and large institutions have $41B invested in TJX Companies in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 286 increasing their positions, 375 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 32

13% more capital invested

Capital invested by funds: $36.3B → $41B (+$4.69B)

13% more funds holding in top 10

Funds holding in top 10: 4854 (+6)

10% more funds holding

Funds holding: 801878 (+77)

0.74% more ownership

Funds ownership: 180.31%181.05% (+0.74%)

24% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 375

56% less call options, than puts

Call options by funds: $64.4M | Put options by funds: $145M

Holders
878
Holders Change
+77
Holders Change %
+9.61%
% of All Funds
25.49%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.57%
New
113
Increased
286
Reduced
375
Closed
32
Calls
$64.4M
Puts
$145M
Net Calls
-$80.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
651
Summit Securities Group
New York
$554K +$364K +12,000 +222%
NPC
652
National Planning Corporation
California
$553K +$142K +4,672 +36%
CPIM
653
Columbia Partners Investment Management
Virginia
$552K +$81.5K +2,688 +18%
Truist Financial
654
Truist Financial
North Carolina
$551K +$16.9K +558 +3%
JMFC
655
J.M. Forbes & Co
Massachusetts
$546K
HI
656
Hendershot Investments
Virginia
$538K
ECM
657
Estabrook Capital Management
New York
$534K -$177K -5,846 -26%
GCP
658
GSA Capital Partners
United Kingdom
$527K +$501K +16,530 New
BCMU
659
BlueCrest Capital Management (UK)
Guernsey
$524K -$1.32M -43,540 -73%
WP
660
WMS Partners
Maryland
$524K +$42.4K +1,400 +9%
TCB
661
Texas Capital Bancshares
Texas
$522K -$63.6K -2,100 -11%
AAM
662
Advisors Asset Management
Colorado
$522K +$248K +8,186 +100%
RIM
663
Reliant Investment Management
Tennessee
$510K +$485K +16,000 New
NAM
664
Nichols Asset Management
Massachusetts
$504K
RFS
665
Rockefeller Financial Services
New York
$501K +$477K +15,726 New
GVT
666
Genesee Valley Trust
New York
$500K +$202K +6,650 +74%
OMCS
667
Old Mutual Customised Solutions
South Africa
$497K
AA
668
ALPS Advisors
Colorado
$495K +$255K +8,400 +95%
EFS
669
Essex Financial Services
Connecticut
$494K +$33.6K +1,110 +8%
LGC
670
Laurel Grove Capital
California
$488K +$230K +7,600 +99%
PFPT
671
Pinnacle Financial Partners (Tennessee)
Tennessee
$487K +$55.5K +1,830 +14%
FHB
672
First Hawaiian Bank
Hawaii
$482K -$7.45K -246 -2%
KIG
673
Kovitz Investment Group
Illinois
$482K +$22.4K +740 +5%
SG
674
Swarthmore Group
Pennsylvania
$481K -$736K -24,300 -62%
BAM
675
Barrett Asset Management
New York
$478K

TJX Hedge Fund Activity: Q4 2013 in Review

878 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q4 2013, worth a combined $41B — up 13% from $36.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new TJX positions and 32 closed out — a net gain of 81 holders — while 286 added to existing stakes and 375 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $173M. The largest seller was OppenheimerFunds, cutting an estimated $144M.

  • 878 institutional investors held TJX Companies (TJX) as of Q4 2013, up from 801 in Q3 2013.
  • Funds reported $41B of TJX Companies stock for Q4 2013, up 13% quarter-over-quarter.
  • 113 funds opened new TJX Companies positions in Q4 2013 and 32 closed out, a net change of +81 holders.
  • The largest TJX Companies buyer in Q4 2013 was Fidelity Investments, an estimated $173M added.
  • The largest TJX Companies seller in Q4 2013 was OppenheimerFunds, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2013.