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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
Polen Capital Management
76
Polen Capital Management
Florida
$92.2M +$87.7M +2,893,578 New
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$92M -$3.86M -127,288 -4%
AAMU
78
Amundi Asset Management US
Massachusetts
$90.7M -$550K -18,162 -0.6%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$89.3M -$2.93M -96,652 -3%
TA
80
Teachers Advisors
New York
$88.3M -$4.58M -151,252 -5%
CS
81
Credit Suisse
Switzerland
$87.1M +$11.9M +394,224 +17%
CAM
82
Congress Asset Management
Massachusetts
$85.9M -$4.01M -132,318 -5%
GAI
83
General American Investors
New York
$85.7M -$4.55M -150,000 -5%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$84.6M – – –
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$83.1M +$539K +17,800 +0.7%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$81.8M +$42.7M +1,408,354 +122%
PRO
87
Pensioenfonds Rail & OV
Netherlands
$80.4M – – –
PPA
88
Parametric Portfolio Associates
Washington
$79.7M +$14.3M +472,756 +23%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$79.3M +$276K +9,096 +0.4%
Brown Advisory
90
Brown Advisory
Maryland
$78.3M +$1.25M +41,178 +2%
BNP Paribas Asset Management
91
BNP Paribas Asset Management
France
$78.1M -$18.5M -609,462 -20%
WM
92
WS Management
Florida
$77.7M +$855K +28,200 +1%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$76.3M -$3.32M -109,450 -4%
DAC
94
Dividend Assets Capital
South Carolina
$76.1M +$54.7K +1,806 +0.1%
Morgan Stanley
95
Morgan Stanley
New York
$75.7M +$6.34M +209,234 +10%
GC
96
Guggenheim Capital
Illinois
$74M +$26.7M +882,234 +61%
Credit Agricole
97
Credit Agricole
France
$71.6M +$11.4M +377,026 +20%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$69.1M +$1.98M +65,236 +3%
HTC
99
Haverford Trust Company
Pennsylvania
$66.9M +$1.37M +45,124 +2%
MTB
100
Mizuho Trust & Banking
Japan
$65.9M -$215K -7,082 -0.3%
2 3
4
5 6

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.