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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
HGWM
1376
Harvest Group Wealth Management
Massachusetts
$7K
BEI
1377
Benjamin Edwards Inc
Missouri
$7K +$8.57K +149 New
TC
1378
Truvestments Capital
Florida
$7K +$9.27K +161 New
OAM
1379
Optimal Asset Management
California
$6.17K +$3.52M +61,194 +90%
HR
1380
Howe & Rusling
New York
$6K -$40.3K -700 -84%
FCM
1381
Firestone Capital Management
Florida
$6K -$6.91K -120 -49%
AS
1382
Altshuler Shaham
Israel
$6K -$403 -7 -5%
PCFFS
1383
Pacific Center for Financial Services
California
$6K
TJHA
1384
Thomas J. Herzfeld Advisors
Florida
$6K
CAM
1385
ClariVest Asset Management
California
$5K
GG
1386
Gleason Group
Kentucky
$5K
QCMC
1387
Quantum Capital Management (California)
California
$5K
SWM
1388
Selective Wealth Management
Virginia
$5K
TFGT
1389
TS Financial Group (TSFG)
Illinois
$5K
PHK
1390
Point72 Hong Kong
Hong Kong
$5K +$6.56K +114 New
AIM
1391
Anchor Investment Management
South Carolina
$4.64K +$863 +15 +18%
NL
1392
NVWM LLC
Pennsylvania
$4K -$703K -12,215 -99%
VCP
1393
Verus Capital Partners
Arizona
$4K -$5.81K -101 -54%
WWM
1394
Willingdon Wealth Management
North Carolina
$4K -$2.07K -36 -28%
JFA
1395
JNBA Financial Advisors
Minnesota
$4K
LFG
1396
LifePlan Financial Group
Ohio
$4K
BWM
1397
BerganKDV Wealth Management
Minnesota
$4K +$1.27K +22 +35%
BCM
1398
Bourgeon Capital Management
Connecticut
$4K +$4.6K +80 New
SMFS
1399
Squar Milner Financial Services
California
$3K -$283K -4,920 -99%
AF
1400
Allworth Financial
California
$3K

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.