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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
FA
1276
Fortis Advisors
Pennsylvania
$67K
SIM
1277
Sonora Investment Management
Arizona
$66K +$10.9K +189 +16%
EFSCE
1278
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$5.93K -103 -7%
FFC
1279
First Financial Corp
Indiana
$61K -$21.1K -366 -22%
ADL
1280
Asset Dedication LLC
California
$59K -$64.5K -1,121 -48%
KC
1281
Knuff & Co
California
$59K
SIS
1282
Sound Income Strategies
Florida
$57K +$57.8K +1,005 +518%
GFPC
1283
Global Financial Private Client
Florida
$55.8K
ETC
1284
Exchange Traded Concepts
Oklahoma
$54K +$50.3K +874 +344%
TPWA
1285
TRUE Private Wealth Advisors
Oregon
$52K -$23.4K -407 -27%
SIAS
1286
Shine Investment Advisory Services
Colorado
$52K
SQA
1287
Simon Quick Advisors
New Jersey
$51K -$24.6K -428 -29%
DWM
1288
Darwin Wealth Management
Florida
$51K +$63K +1,095 New
WPA
1289
West Paces Advisors
Georgia
$50.3K +$8.17K +142 +16%
AA
1290
Advisory Alpha
Michigan
$50.2K +$26K +451 +70%
CCA
1291
Column Capital Advisors
Indiana
$50K -$18.8K -327 -24%
AIM
1292
Arcadia Investment Management
Michigan
$49K
MCA
1293
Mercer Capital Advisers
New Jersey
$48K
CIA
1294
Cascade Investment Advisors
Oregon
$47.8K
SCA
1295
Stonebridge Capital Advisors
Minnesota
$46K
OSAM
1296
O'Shaughnessy Asset Management
Connecticut
$45K -$73.9K -1,284 -58%
SIC
1297
Salem Investment Counselors
North Carolina
$42K -$18.1K -314 -26%
CAN
1298
Claraphi Advisory Network
United States
$42K +$49.9K +867 New
AWM
1299
Avior Wealth Management
Nebraska
$41K +$31.1K +540 +162%
LF
1300
Lee Financial
Texas
$41K +$40.3K +700 +427%

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.