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TJX Companies
TJX

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: 48 → 54 (+6)

10% more funds holding

Funds holding: 801 → 878 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$173M
2
EARNEST Partners
EARNEST Partners
Georgia
+$141M
3
WA
WestEnd Advisors
North Carolina
+$131M
4
VAM
Vontobel Asset Management
New York
+$106M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$100M

Top Sellers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
-$144M
2
PAM
Panagora Asset Management
Massachusetts
-$115M
3
JHIU
Janus Henderson Investors US
Colorado
-$95.6M
4
Jennison Associates
Jennison Associates
New York
-$93.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$82.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIL
876
Winifred I. Li
$3K – – –
EWM
877
Elite Wealth Management
Washington
$3K +$3.03K +100 New
PFM
878
PacWest Financial Management
Arizona
$2.9K +$155K +5,120 +6%
PFG
879
Piershale Financial Group
Illinois
$2K -$3.67M -121,270 -100%
MIM
880
Marco Investment Management
Georgia
$699 -$303K -10,000 -31%
WTB
881
Washington Trust Bank
Washington
$282 – – –
SCM
882
Sigma Capital Management
Connecticut
– -$28.2M -1,000,000 Closed
Canada Pension Plan Investment Board
883
Canada Pension Plan Investment Board
Ontario, Canada
– -$8.69M -308,200 Closed
DKCM
884
Davidson Kempner Capital Management
New York
– -$8.46M -300,000 Closed
MWNA
885
Marshall Wace North America
New York
– -$4.57M -162,212 Closed
DPIM
886
Duff & Phelps Investment Management
Illinois
– -$2.35M -83,220 Closed
HM
887
Harvest Management
New York
– -$1.97M -70,000 Closed
ARC
888
Absolute Return Capital
Massachusetts
– -$1.65M -58,500 Closed
LG
889
Leuthold Group
Minnesota
– -$1.59M -56,434 Closed
SFP
890
Santa Fe Partners
New Mexico
– -$1.14M -40,228 Closed
TNB
891
Thomasville National Bank
Georgia
– -$731K -25,918 Closed
GCC
892
Guardian Capital (Canada)
Ontario, Canada
– -$726K -25,740 Closed
CWM
893
Calamos Wealth Management
Illinois
– -$639K -22,668 Closed
CC
894
Cipher Capital
New York
– -$556K -19,730 Closed
LPC
895
Loeb Partners Corp
New York
– -$479K -17,000 Closed
QIM
896
Quantitative Investment Management
Virginia
– -$349K -12,400 Closed
VAM
897
Visium Asset Management
New York
– -$338K -12,000 Closed
MCM
898
Matarin Capital Management
New York
– -$312K -11,058 Closed
UCFA
899
United Capital Financial Advisors
Texas
– -$286K -10,126 Closed
MIM
900
Montgomery Investment Management
Maryland
– -$242K -8,600 Closed
33 34 35
36
37

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.