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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.2B +$173M +5,725,504 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.52B +$28.7M +947,294 +1%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$2.01B -$18.1M -596,422 -0.9%
State Street
4
State Street
Massachusetts
$1.9B +$33.4M +1,103,162 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B -$22.3M -735,890 -1%
Jennison Associates
6
Jennison Associates
New York
$1.41B -$93.9M -3,097,850 -7%
BIT
7
BlackRock Institutional Trust
California
$1.22B -$4.88M -161,014 -0.4%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.05B -$82.5M -2,721,776 -8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$886M +$95.9M +3,165,158 +13%
Primecap Management
10
Primecap Management
California
$807M -$1.23M -40,600 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$736M -$60.5M -1,997,976 -8%
Northern Trust
12
Northern Trust
Illinois
$720M -$9.48M -312,750 -1%
JHIU
13
Janus Henderson Investors US
Colorado
$567M -$95.6M -3,153,748 -15%
AllianceBernstein
14
AllianceBernstein
Tennessee
$534M -$16.4M -542,678 -3%
BFA
15
BlackRock Fund Advisors
California
$478M +$19.1M +631,374 +4%
Bank of America
16
Bank of America
North Carolina
$467M +$2.84M +93,630 +0.6%
Wells Fargo
17
Wells Fargo
California
$464M -$15.9M -524,940 -3%
MCM
18
Marsico Capital Management
Colorado
$401M -$24.1M -794,650 -6%
TCIM
19
TIAA CREF Investment Management
New York
$369M -$9.21M -304,032 -3%
MC
20
Montag & Caldwell
Georgia
$361M -$27.8M -918,688 -8%
Principal Financial Group
21
Principal Financial Group
Iowa
$358M +$4.2M +138,520 +1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$323M +$10.4M +341,884 +3%
Norges Bank
23
Norges Bank
Norway
$321M
APG Asset Management
24
APG Asset Management
Netherlands
$311M -$4.69M -154,836 -2%
BG
25
BlackRock Group
United Kingdom
$306M -$23.4M -771,148 -7%

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.