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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
EWA
1201
Exencial Wealth Advisors
Oklahoma
$216K -$3.86K -67 -1%
MFG
1202
MidWestOne Financial Group
Iowa
$213K -$520K -9,032 -67%
IC
1203
Inverness Counsel
New York
$212K -$8.63K -150 -3%
AP
1204
Americana Partners
Texas
$212K -$691 -12 -0.3%
CCT
1205
Chemung Canal Trust
New York
$212K
HWMG
1206
Hurlow Wealth Management Group
Indiana
$211K
SOAMC
1207
Spirit of America Management Corp
New York
$210K -$115K -2,000 -31%
SBSB
1208
Sullivan, Bruyette, Speros & Blaney
Virginia
$209K
9WM
1209
9258 Wealth Management
Ohio
$208K -$190K -3,309 -43%
AC
1210
Asio Capital
Kentucky
$208K -$138K -2,398 -36%
MWM
1211
Meridian Wealth Management
Kentucky
$208K -$4.49K -78 -2%
EAM
1212
Evanson Asset Management
California
$208K
UAS
1213
United Asset Strategies
New York
$207K
TSWM
1214
Triangle Securities Wealth Management
North Carolina
$206K +$14.6K +253 +6%
BPA
1215
Beacon Pointe Advisors
California
$206K +$248K +4,309 New
GA
1216
Geller Advisors
New York
$205K +$247K +4,287 New
IA
1217
Independence Advisors
Pennsylvania
$204K +$460 +8 +0.2%
SFA
1218
Sequoia Financial Advisors
Ohio
$203K +$9.67K +168 +4%
BB
1219
Busey Bank
Illinois
$203K +$98.8K +1,716 +68%
APW
1220
Acima Private Wealth
Virginia
$202K -$18.1K -314 -7%
PCA
1221
Peddock Capital Advisors
Massachusetts
$202K
BA
1222
Bristlecone Advisors
Washington
$201K -$419K -7,280 -63%
CPO
1223
Cerity Partners OCIO
New York
$200K +$34.2K +595 +17%
MOS
1224
MGO One Seven
Ohio
$200K +$241K +4,189 New
EW
1225
Evoke Wealth
California
$198K -$35.5K -616 -13%

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.