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
ECM
1326
Estabrook Capital Management
New York
$29.1K
APWM
1327
Atlas Private Wealth Management
New York
$29K
BCM
1328
Birch Capital Management
Texas
$29K
BFC
1329
Bedel Financial Consulting
Indiana
$29K +$288 +5 +0.8%
LSA
1330
Lion Street Advisors
Texas
$29K +$35.2K +611 New
FMTCOCP
1331
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K -$4.03K -70 -12%
CPR
1332
CSU Producer Resources
Ohio
$24K
OAJ
1333
Ogorek Anthony Joseph
New York
$24K
SC
1334
Solstein Capital
California
$24K
Fidelity International
1335
Fidelity International
Bermuda
$23K -$5.05M -87,738 -99%
GAM
1336
Gemmer Asset Management
California
$23K
Loomis, Sayles & Company
1337
Loomis, Sayles & Company
Massachusetts
$22K -$99.7K -1,732 -79%
FWM
1338
FSA Wealth Management
Massachusetts
$22K
SWM
1339
Sugarloaf Wealth Management
Georgia
$22K
AWA
1340
Arkadios Wealth Advisors
Georgia
$21K +$5.75K +100 +29%
AW
1341
Avion Wealth
Texas
$21K +$25.4K +442 New
AWMS
1342
Advocacy Wealth Management Services
Georgia
$20K +$8.75K +152 +53%
AL
1343
AJO LP
Pennsylvania
$20K +$24.2K +420 New
TA
1344
Thor Advisors
New York
$20K +$24.5K +426 New
WQ
1345
Wealth Quarterback
New Jersey
$19.8K -$606K -10,530 -96%
IA
1346
IndexIQ Advisors
New York
$18K -$115 -2 -0.5%
IRC
1347
Investors Research Corp
Georgia
$18K
SC
1348
Steph & Co
Wisconsin
$18K
GIC
1349
Gantzert Investment Company
Illinois
$17K
JSC
1350
Jackson Square Capital
California
$17K

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.