We are live on ! Find out more
TJX icon

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
KFS
1301
Kelly Financial Services
Massachusetts
$40.1K +$10.2K +178 +27%
PWMG
1302
Prestige Wealth Management Group
New Jersey
$40K +$15.3K +266 +46%
SFPG
1303
Stonebridge Financial Planning Group
Florida
$39K
SL
1304
Savior LLC
Massachusetts
$39K +$2.3K +40 +5%
KPW
1305
Kore Private Wealth
New York
$39K +$7.37K +128 +18%
SFSIG
1306
San Francisco Sentry Investment Group
California
$38K -$2.76K -48 -6%
TCM
1307
Tradewinds Capital Management
Washington
$38K
LTI
1308
Laffer Tengler Investments
Tennessee
$37.4K +$45.1K +783 New
PK
1309
Pflug Koory
Nebraska
$37K
LWA
1310
Lenox Wealth Advisors
New York
$37K +$8.92K +155 +25%
CCMW
1311
Cypress Capital Management (Wyoming)
Wyoming
$36K -$38.4K -668 -47%
ATC
1312
Adirondack Trust Company
New York
$36K
CCM
1313
Cribstone Capital Management
Maine
$36K
WB
1314
West Bancorporation
Iowa
$36K
TFO
1315
Tarbox Family Office
California
$36K +$4.72K +82 +12%
SLF
1316
Sun Life Financial
Ontario, Canada
$33K -$978 -17 -2%
BCM
1317
Blume Capital Management
California
$33K
CH
1318
Canton Hathaway
Rhode Island
$33K
PGAM
1319
Princeton Global Asset Management
New Jersey
$33K
MF
1320
Manchester Financial
California
$31K -$13.9K -242 -27%
EWM
1321
Edge Wealth Management
New York
$31K
SIAP
1322
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
KPCM
1323
Kings Point Capital Management
New York
$30K
CFFP
1324
Center for Financial Planning
Michigan
$30K +$12.8K +223 +54%
FP
1325
Financial Perspectives
Minnesota
$29.8K

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.