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TJX Companies

801 hedge funds and large institutions have $36.3B invested in TJX Companies in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 268 increasing their positions, 352 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 46

20% more funds holding in top 10

Funds holding in top 10: 4048 (+8)

12% more capital invested

Capital invested by funds: $32.3B → $36.3B (+$3.94B)

3% more funds holding

Funds holding: 781801 (+20)

0.69% more ownership

Funds ownership: 179.62%180.31% (+0.69%)

24% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 352

51% less call options, than puts

Call options by funds: $56.6M | Put options by funds: $116M

Holders
801
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
25.97%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.56%
New
72
Increased
268
Reduced
352
Closed
46
Calls
$56.6M
Puts
$116M
Net Calls
-$59.1M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.44B +$165M +6,199,266 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.2B +$25.4M +952,654 +1%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$1.79B -$4.02M -150,888 -0.2%
State Street
4
State Street
Massachusetts
$1.65B +$8.87M +333,136 +0.6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.56B -$74.3M -2,790,808 -5%
Jennison Associates
6
Jennison Associates
New York
$1.34B -$169M -6,350,704 -12%
BIT
7
BlackRock Institutional Trust
California
$1.09B -$18.4M -689,776 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.01B +$44.7M +1,680,820 +5%
Primecap Management
9
Primecap Management
California
$715M -$2.64M -99,200 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$708M -$128M -4,796,248 -16%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$695M +$270M +10,155,858 +70%
Northern Trust
12
Northern Trust
Illinois
$646M -$26.2M -984,634 -4%
JHIU
13
Janus Henderson Investors US
Colorado
$591M +$50.3M +1,888,994 +10%
AllianceBernstein
14
AllianceBernstein
Tennessee
$488M -$16M -601,284 -3%
Wells Fargo
15
Wells Fargo
California
$425M -$7.55M -283,598 -2%
Bank of America
16
Bank of America
North Carolina
$411M -$5.1M -191,526 -1%
BFA
17
BlackRock Fund Advisors
California
$405M -$20.8M -782,972 -5%
MCM
18
Marsico Capital Management
Colorado
$377M -$76.6M -2,877,388 -18%
O
19
OppenheimerFunds
New York
$376M +$39.1M +1,469,632 +12%
MC
20
Montag & Caldwell
Georgia
$345M -$18.6M -697,120 -5%
TCIM
21
TIAA CREF Investment Management
New York
$335M +$2.17M +81,450 +0.7%
Principal Financial Group
22
Principal Financial Group
Iowa
$312M +$13.8M +517,428 +5%
BG
23
BlackRock Group
United Kingdom
$293M +$13M +488,298 +5%
Norges Bank
24
Norges Bank
Norway
$284M +$20.4M +765,442 +8%
Renaissance Technologies
25
Renaissance Technologies
New York
$283M +$20M +750,000 +8%

TJX Hedge Fund Activity: Q3 2013 in Review

801 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q3 2013, worth a combined $36.3B — up 12% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TJX positions and 46 closed out — a net gain of 26 holders — while 268 added to existing stakes and 352 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $270M. The largest seller was Jennison Associates, cutting an estimated $169M.

  • 801 institutional investors held TJX Companies (TJX) as of Q3 2013, up from 781 in Q2 2013.
  • Funds reported $36.3B of TJX Companies stock for Q3 2013, up 12% quarter-over-quarter.
  • 72 funds opened new TJX Companies positions in Q3 2013 and 46 closed out, a net change of +26 holders.
  • The largest TJX Companies buyer in Q3 2013 was Wellington Management Group, an estimated $270M added.
  • The largest TJX Companies seller in Q3 2013 was Jennison Associates, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2013.