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TJX Companies

1,063 hedge funds and large institutions have $45.5B invested in TJX Companies in 2016 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 395 increasing their positions, 422 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 45

79% more call options, than puts

Call options by funds: $335M | Put options by funds: $187M

4% more funds holding

Funds holding: 1,0211,063 (+42)

1% less capital invested

Capital invested by funds: $46B → $45.5B (-$419M)

6% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 422

2.38% less ownership

Funds ownership: 180.91%178.54% (-2.4%)

10% less funds holding in top 10

Funds holding in top 10: 8173 (-8)

Holders
1,063
Holders Change
+42
Holders Change %
+4.11%
% of All Funds
28.36%
Holding in Top 10
73
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.88%
% of All Funds
1.95%
New
103
Increased
395
Reduced
422
Closed
45
Calls
$335M
Puts
$187M
Net Calls
+$148M
Net Calls Change
+$175M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
926
Intersect Capital
California
$220K
AI
927
Atria Investments
North Carolina
$220K +$12.8K +336 +6%
NGA
928
Naples Global Advisors
Florida
$218K
DLA
929
Douglas Lane & Associates
New York
$218K +$215K +5,640 New
AIS
930
Accurate Investment Solutions
Pennsylvania
$216K
SWA
931
SFMG Wealth Advisors
Texas
$216K
WIP
932
Wellesley Investment Partners
Massachusetts
$215K +$213K +5,586 New
GBT
933
Grove Bank & Trust
Florida
$214K -$9.54K -250 -4%
HHGA
934
Halbert Hargrove Global Advisors
California
$211K -$40.8K -1,070 -16%
KA
935
Kovack Advisors
Florida
$211K +$209K +5,476 New
BCMO
936
Buckingham Capital Management (Ohio)
Ohio
$210K -$15.3K -400 -7%
DM
937
Diker Management
New York
$210K
NB
938
Nicolet Bankshares
Wisconsin
$210K
PWAP
939
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$207K
MCM
940
MV Capital Management
Maryland
$207K +$204K +5,350 New
B
941
Brightworth
Georgia
$206K
AP
942
Atwood & Palmer
Missouri
$205K
ICM
943
IMS Capital Management
Oregon
$203K -$19.1K -500 -9%
LWAC
944
Laurel Wealth Advisors (California)
California
$203K -$3.82K -100 -2%
CCM
945
Copeland Capital Management
Pennsylvania
$201K -$57K -1,494 -22%
CG
946
Cutler Group
California
$199K -$445K -11,660 -69%
QCG
947
Quadrant Capital Group
Ohio
$198K +$6.34K +166 +3%
GLI
948
Guardian Life Insurance
New York
$194K +$2.52K +66 +1%
JIC
949
Joel Isaacson & Co
New York
$184K -$183K -4,800 -50%
RFS
950
Rockefeller Financial Services
New York
$181K

TJX Hedge Fund Activity: Q2 2016 in Review

1,063 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q2 2016, worth a combined $45.5B — down 0.91% from $46B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TJX positions and 45 closed out — a net gain of 58 holders — while 395 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Royal London Asset Management, cutting an estimated $967M.

  • 1,063 institutional investors held TJX Companies (TJX) as of Q2 2016, up from 1,021 in Q1 2016.
  • Funds reported $45.5B of TJX Companies stock for Q2 2016, down 0.91% quarter-over-quarter.
  • 103 funds opened new TJX Companies positions in Q2 2016 and 45 closed out, a net change of +58 holders.
  • The largest TJX Companies buyer in Q2 2016 was Morgan Stanley, an estimated $153M added.
  • The largest TJX Companies seller in Q2 2016 was Royal London Asset Management, an estimated $967M sold.

Based on aggregated 13F filings for Q2 2016.