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TJX Companies

1,418 hedge funds and large institutions have $52B invested in TJX Companies in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 510 increasing their positions, 600 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $233M | Put options by funds: $175M

1.34% more ownership

Funds ownership: 89.55%90.9% (+1.3%)

6% less funds holding

Funds holding: 1,5041,418 (-86)

15% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 600

19% less funds holding in top 10

Funds holding in top 10: 6250 (-12)

21% less capital invested

Capital invested by funds: $65.8B → $52B (-$13.8B)

32% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 191

Holders
1,418
Holders Change
-86
Holders Change %
-5.72%
% of All Funds
31.25%
Holding in Top 10
50
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-19.35%
% of All Funds
1.1%
New
130
Increased
510
Reduced
600
Closed
191
Calls
$233M
Puts
$175M
Net Calls
+$57.8M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
1176
Luther King Capital Management (LKCM)
Texas
$234K +$91.3K +1,586 +48%
COF
1177
Capital One Financial
Virginia
$234K +$282K +4,900 New
HB
1178
Homrich & Berg
Georgia
$233K +$15.5K +270 +6%
TIA
1179
Traphagen Investment Advisors
New Jersey
$232K +$21.9K +380 +8%
EWM
1180
Empirical Wealth Management
Washington
$231K +$278K +4,839 New
VFA
1181
Valeo Financial Advisors
Indiana
$230K -$114K -1,975 -30%
ST
1182
Spinnaker Trust
Maine
$230K +$277K +4,818 New
NF
1183
Nikulski Financial
Iowa
$230K +$277K +4,820 New
MFG
1184
Magnus Financial Group
New York
$229K +$20.5K +357 +8%
RBFC
1185
Roman Butler Fullerton & Co
Missouri
$229K +$275K +4,782 New
EP
1186
Eudaimonia Partners
Tennessee
$227K +$202K +3,511 +285%
ABP
1187
Arthur B. Page
$226K -$34.5K -600 -11%
IFG
1188
Independent Financial Group
California
$224K +$270K +4,689 New
NB
1189
Nicolet Bankshares
Wisconsin
$224K
BCM
1190
Breiter Capital Management
Florida
$223K -$12K -208 -4%
PFBT
1191
Parkside Financial Bank & Trust
Missouri
$223K +$20.7K +359 +8%
IFS
1192
Ifrah Financial Services
Arkansas
$222K +$2.48K +43 +0.9%
FNT
1193
First Nebraska Trust
Nebraska
$221K
KWMG
1194
King Wealth Management Group
Florida
$221K +$4.66K +81 +2%
WWM
1195
WT Wealth Management
Arizona
$221K +$38K +660 +17%
OAM
1196
Oak Asset Management
California
$220K -$115K -2,000 -30%
SCM
1197
Southport Capital Management
Tennessee
$218K -$9.5K -165 -3%
PFA
1198
Pathway Financial Advisors
Vermont
$218K
AP
1199
Atwood & Palmer
Missouri
$218K +$51.8K +900 +25%
PI
1200
PEAK6 Investments
Illinois
$216K -$5.25M -91,172 -95%

TJX Hedge Fund Activity: Q1 2020 in Review

1,418 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q1 2020, worth a combined $52B — down 21% from $65.8B a quarter earlier.

Sellers outnumbered buyers: 191 funds closed out of TJX and 130 opened new positions — a net loss of 61 holders — while 600 trimmed existing stakes and 510 added.

The largest buyer was Wellington Management Group, adding an estimated $791M. The largest seller was Fidelity Investments, cutting an estimated $555M.

  • 1,418 institutional investors held TJX Companies (TJX) as of Q1 2020, down from 1,504 in Q4 2019.
  • Funds reported $52B of TJX Companies stock for Q1 2020, down 21% quarter-over-quarter.
  • 130 funds opened new TJX Companies positions in Q1 2020 and 191 closed out, a net change of -61 holders.
  • The largest TJX Companies buyer in Q1 2020 was Wellington Management Group, an estimated $791M added.
  • The largest TJX Companies seller in Q1 2020 was Fidelity Investments, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2020.