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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$173M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$141M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$131M |
| 4 |
VAM
Vontobel Asset Management
New York
|
+$106M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$144M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$115M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$95.6M |
| 4 |
Jennison Associates
New York
|
-$93.9M |
| 5 |
JP Morgan Chase
New York
|
-$82.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RC
901
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$242K | -8,572 | Closed |
|
|
BAS
902
Brown Advisory Securities
Baltimore,
Maryland
| – | -$211K | -7,460 | Closed |
|
|
MI
903
Mercer Investments
Boston,
Massachusetts
| – | -$186K | -6,584 | Closed |
|
904
LSV Asset Management
Chicago,
Illinois
| – | -$182K | -6,460 | Closed |
|
|
MME
905
Meag Munich Ergo
Munich,
Germany
| – | -$174K | -6,152 | Closed |
|
|
BRWA
906
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$121K | -4,282 | Closed |
|
907
Jones Financial Companies
Des Peres,
Missouri
| – | -$55K | -1,952 | Closed |
|
|
CFA
908
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$38K | -1,360 | Closed |
|
|
VIM
909
Veritas Investment Management
London,
United Kingdom
| – | -$32K | -1,150 | Closed |
|
|
PP
910
Palladium Partners
Norfolk,
Virginia
| – | -$19K | -700 | Closed |
|
|
CGT
911
Capital Guardian Trust
Los Angeles,
California
| – | -$18K | -650 | Closed |
|
|
FMII
912
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$9K | -320 | Closed |
|
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.