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TJX Companies

878 hedge funds and large institutions have $41B invested in TJX Companies in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 286 increasing their positions, 375 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 32

13% more capital invested

Capital invested by funds: $36.3B → $41B (+$4.69B)

13% more funds holding in top 10

Funds holding in top 10: 4854 (+6)

10% more funds holding

Funds holding: 801878 (+77)

0.74% more ownership

Funds ownership: 180.31%181.05% (+0.74%)

24% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 375

56% less call options, than puts

Call options by funds: $64.4M | Put options by funds: $145M

Holders
878
Holders Change
+77
Holders Change %
+9.61%
% of All Funds
25.49%
Holding in Top 10
54
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.5%
% of All Funds
1.57%
New
113
Increased
286
Reduced
375
Closed
32
Calls
$64.4M
Puts
$145M
Net Calls
-$80.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$18.7M +$890K +29,372 +5%
IRF
202
IBM Retirement Fund
New York
$18.3M -$611K -20,178 -3%
CAM
203
ClariVest Asset Management
California
$18.3M -$309K -10,200 -2%
Comerica Bank
204
Comerica Bank
Texas
$18.2M -$2.44M -80,504 -12%
Franklin Resources
205
Franklin Resources
California
$17.8M -$6.15M -203,050 -27%
BPBT
206
Boston Private Bank & Trust
Massachusetts
$17.2M +$2.36M +77,844 +17%
MWAC
207
Mariner Wealth Advisors (Cincinnati)
Ohio
$17.2M -$439K -14,488 -3%
Public Sector Pension Investment Board (PSP Investments)
208
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.9M +$1.58M +52,200 +11%
SFM
209
Stack Financial Management
Montana
$16.6M -$326K -10,744 -2%
IAM
210
Impala Asset Management
Florida
$16.1M -$2.08M -68,794 -12%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$16.1M -$236K -7,800 -2%
TSU
212
TD Securities (USA)
New York
$16M +$366K +12,066 +2%
ONB
213
Old National Bancorp
Indiana
$16M -$179K -5,914 -1%
AG
214
Aperio Group
California
$15.8M -$14.3M -473,124 Closed
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$15.7M -$1.32M -43,576 -8%
FMT
216
First Mercantile Trust
Tennessee
$15.5M -$344K -11,368 -2%
RI
217
Redwood Investments
Massachusetts
$15.3M -$1.84M -60,690 -11%
IIM
218
Ivory Investment Management
New York
$15.2M +$6.03M +198,860 +72%
WF
219
Welch & Forbes
Massachusetts
$15.1M +$403K +13,294 +3%
HW
220
Hancock Whitney
Mississippi
$15M -$765K -25,254 -5%
CA
221
Commerzbank Aktiengesellschaft
Germany
$15M -$3.76M -124,210 -19%
MBI
222
Montrusco Bolton Investments
Quebec, Canada
$15M -$3.11M -102,682 -18%
SG Americas Securities
223
SG Americas Securities
New York
$14.9M -$4.27M -140,932 -23%
CCM
224
Copeland Capital Management
Pennsylvania
$14.8M -$31.3K -1,034 -0.2%
WI
225
Wafra Inc
New York
$14.7M +$1.6M +52,800 +13%

TJX Hedge Fund Activity: Q4 2013 in Review

878 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q4 2013, worth a combined $41B — up 13% from $36.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new TJX positions and 32 closed out — a net gain of 81 holders — while 286 added to existing stakes and 375 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $173M. The largest seller was OppenheimerFunds, cutting an estimated $144M.

  • 878 institutional investors held TJX Companies (TJX) as of Q4 2013, up from 801 in Q3 2013.
  • Funds reported $41B of TJX Companies stock for Q4 2013, up 13% quarter-over-quarter.
  • 113 funds opened new TJX Companies positions in Q4 2013 and 32 closed out, a net change of +81 holders.
  • The largest TJX Companies buyer in Q4 2013 was Fidelity Investments, an estimated $173M added.
  • The largest TJX Companies seller in Q4 2013 was OppenheimerFunds, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2013.