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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
DAM
1001
Delta Asset Management
Tennessee
$61K
FIB
1002
First Interstate Bank
Montana
$60K
ECM
1003
Estabrook Capital Management
New York
$58.2K
BBPWM
1004
Blue Bell Private Wealth Management
Pennsylvania
$58K
CCM
1005
Cribstone Capital Management
Maine
$47K +$46.4K +1,216 New
GBBWRPM
1006
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$46K +$46.3K +1,212 New
ACS
1007
Archford Capital Strategies
Illinois
$42K +$41.8K +1,094 New
IP
1008
Isthmus Partners
Wisconsin
$40K
MCA
1009
Mercer Capital Advisers
New Jersey
$39K
VCM
1010
Vigilant Capital Management
Maine
$39K
Carson Wealth (CWM LLC)
1011
Carson Wealth (CWM LLC)
Nebraska
$39K +$38.8K +1,016 New
PMFA
1012
Plante Moran Financial Advisors
Michigan
$37K
PIM
1013
Parasol Investment Management
Illinois
$36K
TCM
1014
Tradewinds Capital Management
Washington
$31K
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
TDC
1016
Thompson Davis & Co
Virginia
$29K -$167K -4,372 -85%
BGIM
1017
Brandywine Global Investment Management
Pennsylvania
$29K +$28.4K +744 New
AIM
1018
Anchor Investment Management
South Carolina
$28.6K
ATC
1019
Adirondack Trust Company
New York
$28K -$15.3K -400 -35%
CGT
1020
Capital Guardian Trust
California
$27K -$46.1K -1,208 -63%
GI
1021
Gradient Investments
Minnesota
$27K
RFWA
1022
RPg Family Wealth Advisory
Massachusetts
$23.2K -$8.78K -230 -28%
KLI
1023
Kelman-Lazarov Inc
Tennessee
$23.1K
AA
1024
Apriem Advisors
California
$23K
CAW
1025
Cornerstone Advisors (Washington)
Washington
$23K

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.