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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$144M -$4.19M -138,400 -3%
WA
52
WestEnd Advisors
North Carolina
$138M +$131M +4,317,306 New
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$137M -$18.4M -607,706 -12%
U
54
UBS
Switzerland
$136M +$11M +361,914 +9%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$135M -$855K -28,204 -0.7%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$130M +$24.1M +796,930 +24%
Goldman Sachs
57
Goldman Sachs
New York
$125M +$8.65M +285,470 +8%
Charles Schwab
58
Charles Schwab
California
$121M -$16.3M -539,020 -12%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$120M -$819K -27,040 -0.7%
RFC
60
Russell Frank Company
Washington
$119M -$27.3M -901,266 -18%
PTC
61
Provident Trust Company
Wisconsin
$117M +$676K +22,304 +0.6%
AAM
62
Aberdeen Asset Management
United Kingdom
$113M -$13.1M -430,800 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
63
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$113M -$5.84M -192,742 -5%
VAM
64
Vontobel Asset Management
New York
$111M +$106M +3,487,758 New
BlackRock
65
BlackRock
New York
$107M +$1.24M +40,832 +1%
Massachusetts Financial Services
66
Massachusetts Financial Services
Massachusetts
$105M +$100M +3,302,412 New
Swiss National Bank
67
Swiss National Bank
Switzerland
$104M -$1.61M -53,000 -2%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$103M -$3.68M -121,518 -4%
BIM
69
BlackRock Investment Management
Delaware
$101M -$3.66M -120,908 -4%
ClearBridge Investments
70
ClearBridge Investments
New York
$100M +$1.08M +35,632 +1%
CM
71
Castleark Management
Illinois
$99.9M +$94.6M +3,121,314 +22,817%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$99.3M -$7.55M -249,148 -7%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$97.9M -$5.23M -172,732 -5%
SOMRS
74
State of Michigan Retirement System
Michigan
$93.1M +$13.3M +439,400 +18%
DCP
75
DSM Capital Partners
Florida
$92.5M -$39.7M -1,311,408 -31%

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.