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Tractor Supply

471 hedge funds and large institutions have $8.67B invested in Tractor Supply in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 50

2% more funds holding

Funds holding: 464471 (+7)

0% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 169

8% less capital invested

Capital invested by funds: $9.43B → $8.67B (-$767M)

24% less call options, than puts

Call options by funds: $31.1M | Put options by funds: $40.7M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
471
Holders Change
+7
Holders Change %
+1.51%
% of All Funds
13.6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.32%
New
63
Increased
169
Reduced
169
Closed
50
Calls
$31.1M
Puts
$40.7M
Net Calls
-$9.67M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
26
Kalmar Investments
Delaware
$72.4M -$731K -51,710 -1%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$72.2M +$25.5M +1,806,245 +55%
Franklin Resources
28
Franklin Resources
California
$70.1M +$799K +56,500 +1%
GC
29
Guggenheim Capital
Illinois
$67.2M +$49.5M +3,501,055 +279%
Norges Bank
30
Norges Bank
Norway
$66.9M
BG
31
BlackRock Group
United Kingdom
$63.8M +$12.4M +874,245 +24%
Jennison Associates
32
Jennison Associates
New York
$62.1M -$7.58M -535,975 -11%
Ameriprise
33
Ameriprise
Minnesota
$59.7M +$30.4M +2,148,170 +103%
PGP
34
Prescott General Partners
Florida
$57.4M
TCIM
35
TIAA CREF Investment Management
New York
$56M +$4.29M +303,000 +8%
Victory Capital Management
36
Victory Capital Management
Texas
$54M +$13.2M +930,530 +32%
NFA
37
Nationwide Fund Advisors
Ohio
$50.5M -$13.8M -976,210 -21%
Axa
38
Axa
France
$48.5M +$2.73M +192,870 +6%
SOMRS
39
State of Michigan Retirement System
Michigan
$48.5M +$44M +3,108,500 +952%
BAMCO Inc
40
BAMCO Inc
New York
$45.8M -$20.4K -1,445 -0%
CS
41
Credit Suisse
Switzerland
$44.3M -$2.69M -189,850 -6%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$40.9M -$2.35M -166,075 -5%
ICM
43
IronBridge Capital Management
Illinois
$35.4M +$3.33M +235,735 +10%
B
44
Baird
Wisconsin
$35.2M +$21.7M +1,536,755 +161%
MAA
45
Managed Account Advisors
New Jersey
$33.7M -$838K -59,225 -2%
TAM
46
Tiverton Asset Management
Delaware
$33.2M
Morgan Stanley
47
Morgan Stanley
New York
$32.4M -$4.26M -301,450 -12%
SO
48
STRS Ohio
Ohio
$31.6M -$141K -10,000 -0.4%
Legal & General Group
49
Legal & General Group
United Kingdom
$31.4M +$1.01M +71,410 +3%
TA
50
Teachers Advisors
New York
$29.5M +$3.11M +219,795 +12%

TSCO Hedge Fund Activity: Q1 2014 in Review

471 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q1 2014, worth a combined $8.67B — down 8.1% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TSCO positions and 50 closed out — a net gain of 13 holders — while 169 added to existing stakes and 169 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $162M. The largest seller was BlackRock Fund Advisors, cutting an estimated $154M.

  • 471 institutional investors held Tractor Supply (TSCO) as of Q1 2014, up from 464 in Q4 2013.
  • Funds reported $8.67B of Tractor Supply stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 63 funds opened new Tractor Supply positions in Q1 2014 and 50 closed out, a net change of +13 holders.
  • The largest Tractor Supply buyer in Q1 2014 was T. Rowe Price Associates, an estimated $162M added.
  • The largest Tractor Supply seller in Q1 2014 was BlackRock Fund Advisors, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2014.