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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
SMG
851
Spectrum Management Group
Indiana
$22K +$20.6K +680 New
MCM
852
Mazama Capital Management
Oregon
$22K +$20.8K +688 New
VNB
853
Valley National Bancorp
New York
$22K +$21.2K +700 New
M
854
MOTCO
Texas
$19K
PFO
855
Pathstone Family Office
New Jersey
$14K +$9.03K +298 +213%
UB
856
UMB Bank
Missouri
$12.6K -$305K -10,058 -2%
ECM
857
ETrade Capital Management
Virginia
$12K
TFO
858
Tarbox Family Office
California
$12K +$11.1K +366 New
OC
859
Oakworth Capital
Alabama
$12K +$11.3K +372 New
WF
860
WealthTrust Fairport
Ohio
$11K -$970 -32 -9%
ZTNA
861
Zions Trust National Association
Utah
$11K +$10.3K +340 New
AA
862
Apriem Advisors
California
$10K +$3.03K +100 +50%
PIM
863
Parasol Investment Management
Illinois
$10K +$9.7K +320 New
HIM
864
Hillsdale Investment Management
Ontario, Canada
$8K
SFSIG
865
San Francisco Sentry Investment Group
California
$8K
CAW
866
Cornerstone Advisors (Washington)
Washington
$7K
PAS
867
Partnervest Advisory Services
California
$7K
MPWT
868
MassMutual Private Wealth & Trust
Connecticut
$6.25K +$5.94K +196 New
AC
869
Alexandria Capital
Virginia
$6K
GI
870
Gradient Investments
Minnesota
$6K
CAL
871
Capital Advisors Ltd
Ohio
$6K +$5.88K +194 New
DIA
872
Denver Investment Advisors
Colorado
$4.14K -$235K -7,748 -6%
MUMSS
873
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K -$32.7K -1,080 -90%
FAM
874
Fred Alger Management
New York
$4K +$3.39K +112 New
NES
875
New England Securities
New York
$3K

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.