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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
M
1351
Mirova
France
$17K
RFWA
1352
RPg Family Wealth Advisory
Massachusetts
$16.2K
CCM
1353
Copeland Capital Management
Pennsylvania
$16K -$152K -2,636 -89%
LWM
1354
Lenox Wealth Management
Ohio
$16K -$3.11K -54 -13%
RE
1355
RBC Europe
United Kingdom
$14.9K
CDIA
1356
Capital Directions Investment Advisors
Georgia
$14K
IFAM
1357
Institutional & Family Asset Management
Colorado
$13K -$2.53K -44 -14%
CFN
1358
Cordasco Financial Network
Florida
$12K
FAM
1359
Fred Alger Management
New York
$12K
POIA
1360
Pin Oak Investment Advisors
Texas
$12K
EWM
1361
EPG Wealth Management
Georgia
$12K +$7.54K +131 +104%
HDIM
1362
Hanson & Doremus Investment Management
Vermont
$11K
MSFP
1363
Mark Sheptoff Financial Planning
Connecticut
$10K -$17.3K -300 -60%
WAS
1364
Winch Advisory Services
Wisconsin
$10K -$7.88K -137 -39%
AWM
1365
AllSquare Wealth Management
New York
$10K
BCM
1366
Brooktree Capital Management
Michigan
$10K
GWMIA
1367
Global Wealth Management Investment Advisory
Florida
$10K
IWP
1368
IAG Wealth Partners
Wisconsin
$10K
PFSC
1369
Peoples Financial Services Corp
Pennsylvania
$10K
TF
1370
TimeScale Financial
Massachusetts
$10K
WCG
1371
Weaver Consulting Group
California
$10K
HWM
1372
HighMark Wealth Management
Minnesota
$9K -$6.04K -105 -34%
CAL
1373
Capital Advisors Ltd
Ohio
$9K
CYG
1374
Clean Yield Group
Vermont
$8K +$9.9K +172 New
SMG
1375
Spectrum Management Group
Indiana
$7K -$744K -12,936 -99%

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.