We are live on ! Find out more
TJX icon

TJX Companies

869 hedge funds and large institutions have $38.3B invested in TJX Companies in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 305 increasing their positions, 385 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

1% less funds holding

Funds holding: 878869 (-9)

3.03% less ownership

Funds ownership: 181.05%178.02% (-3%)

6% less capital invested

Capital invested by funds: $41B → $38.3B (-$2.63B)

10% less call options, than puts

Call options by funds: $65.8M | Put options by funds: $73.2M

17% less funds holding in top 10

Funds holding in top 10: 5445 (-9)

21% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 385

Holders
869
Holders Change
-9
Holders Change %
-1.03%
% of All Funds
25.1%
Holding in Top 10
45
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.67%
% of All Funds
1.3%
New
69
Increased
305
Reduced
385
Closed
66
Calls
$65.8M
Puts
$73.2M
Net Calls
-$7.41M
Net Calls Change
+$73M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.72B -$230M -7,600,946 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.4B +$608K +20,066 +0%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$1.91B -$3.04M -100,532 -0.2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.76B +$103M +3,399,734 +6%
State Street
5
State Street
Massachusetts
$1.73B -$77.3M -2,553,932 -4%
Jennison Associates
6
Jennison Associates
New York
$1.23B -$112M -3,709,314 -8%
BIT
7
BlackRock Institutional Trust
California
$1.16B -$21.7K -718 -0%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.03B +$191M +6,307,470 +23%
JP Morgan Chase
9
JP Morgan Chase
New York
$785M -$214M -7,063,740 -21%
Primecap Management
10
Primecap Management
California
$766M -$1.2M -39,600 -0.2%
Northern Trust
11
Northern Trust
Illinois
$712M +$26.9M +889,430 +4%
Ameriprise
12
Ameriprise
Minnesota
$710M +$9.65M +318,604 +1%
AllianceBernstein
13
AllianceBernstein
Tennessee
$495M -$12.9M -426,394 -3%
JHIU
14
Janus Henderson Investors US
Colorado
$485M -$54.4M -1,796,202 -10%
Bank of America
15
Bank of America
North Carolina
$469M +$24M +793,604 +5%
Wells Fargo
16
Wells Fargo
California
$464M +$22M +727,928 +5%
BFA
17
BlackRock Fund Advisors
California
$450M -$4.67M -154,320 -1%
Principal Financial Group
18
Principal Financial Group
Iowa
$348M +$7.31M +241,316 +2%
MCM
19
Marsico Capital Management
Colorado
$346M -$35.5M -1,171,452 -9%
AIM
20
abrdn Investment Management
United Kingdom
$345M +$62.2M +2,054,882 +22%
TCIM
21
TIAA CREF Investment Management
New York
$343M -$8.34M -275,424 -2%
APG Asset Management
22
APG Asset Management
Netherlands
$318M +$21.7M +715,720 +7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$309M +$1.75M +57,880 +0.6%
Norges Bank
24
Norges Bank
Norway
$305M
MC
25
Montag & Caldwell
Georgia
$296M -$47.5M -1,570,134 -14%

TJX Hedge Fund Activity: Q1 2014 in Review

869 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TJX Companies (TJX) for Q1 2014, worth a combined $38.3B — down 6.4% from $41B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new TJX positions and 66 closed out — a net gain of 3 holders — while 305 added to existing stakes and 385 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $230M.

  • 869 institutional investors held TJX Companies (TJX) as of Q1 2014, down from 878 in Q4 2013.
  • Funds reported $38.3B of TJX Companies stock for Q1 2014, down 6.4% quarter-over-quarter.
  • 69 funds opened new TJX Companies positions in Q1 2014 and 66 closed out, a net change of +3 holders.
  • The largest TJX Companies buyer in Q1 2014 was Wellington Management Group, an estimated $191M added.
  • The largest TJX Companies seller in Q1 2014 was Fidelity Investments, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2014.