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TJX Companies

1,062 hedge funds and large institutions have $42.9B invested in TJX Companies in 2016 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 392 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $333M | Put options by funds: $172M

25% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 61

0% less funds holding

Funds holding: 1,0631,062 (-1)

2.34% less ownership

Funds ownership: 178.54%176.19% (-2.3%)

6% less capital invested

Capital invested by funds: $45.5B → $42.9B (-$2.6B)

13% less repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 451

18% less funds holding in top 10

Funds holding in top 10: 7360 (-13)

Holders
1,062
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
28.34%
Holding in Top 10
60
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-17.81%
% of All Funds
1.6%
New
76
Increased
392
Reduced
451
Closed
61
Calls
$333M
Puts
$172M
Net Calls
+$161M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
1026
Kelman-Lazarov Inc
Tennessee
$22.3K
AA
1027
Apriem Advisors
California
$22K
CAW
1028
Cornerstone Advisors (Washington)
Washington
$22K
MWM
1029
MinichMacGregor Wealth Management
New York
$22K +$157 +4 +0.7%
KF
1030
Krilogy Financial
Missouri
$21K
CJA
1031
C-J Advisory
California
$21K +$22.1K +566 New
GWS
1032
Glassman Wealth Services
Virginia
$20K
KT
1033
Kanaly Trust
Texas
$19K
VOYA Investment Management
1034
VOYA Investment Management
Georgia
$18.8K -$96K -2,454 -0.5%
GAM
1035
Gemmer Asset Management
California
$17K
TFO
1036
Tarbox Family Office
California
$17K
SAM
1037
Solaris Asset Management
New York
$17K +$17.4K +444 New
PCM
1038
Penserra Capital Management
California
$15K +$6.42K +164 +67%
CFA
1039
Camarda Financial Advisors
Florida
$15K +$15.7K +400 New
NYLT
1040
New York Life Trust
New York
$14K -$1.02K -26 -6%
HWP
1041
Hefty Wealth Partners
Indiana
$14K
WA
1042
Winfield Associates
Ohio
$14K +$1.56K +40 +12%
WP
1043
WealthPLAN Partners
Nebraska
$11.2K -$11.8K -302 -50%
WAS
1044
WESPAC Advisors SoCal
California
$11.2K -$9.39K -240 -44%
DPA
1045
Delphi Private Advisors
California
$11K +$8.84K +226 +365%
TC
1046
Trust Company
Kansas
$10K
PFO
1047
Pathstone Family Office
New Jersey
$9K
WA
1048
WealthTrust-Arizona
Arizona
$9K
HIM
1049
Hillsdale Investment Management
Ontario, Canada
$8K
CAL
1050
Capital Advisors Ltd
Ohio
$7K

TJX Hedge Fund Activity: Q3 2016 in Review

1,062 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q3 2016, worth a combined $42.9B — down 5.7% from $45.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TJX positions and 61 closed out — a net gain of 15 holders — while 392 added to existing stakes and 451 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $234M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 1,062 institutional investors held TJX Companies (TJX) as of Q3 2016, down from 1,063 in Q2 2016.
  • Funds reported $42.9B of TJX Companies stock for Q3 2016, down 5.7% quarter-over-quarter.
  • 76 funds opened new TJX Companies positions in Q3 2016 and 61 closed out, a net change of +15 holders.
  • The largest TJX Companies buyer in Q3 2016 was JP Morgan Chase, an estimated $234M added.
  • The largest TJX Companies seller in Q3 2016 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2016.