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Tractor Supply

670 hedge funds and large institutions have $9.08B invested in Tractor Supply in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 218 increasing their positions, 250 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.87% more ownership

Funds ownership: 418.65%421.52% (+2.9%)

2% less funds holding

Funds holding: 684670 (-14)

11% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 85

13% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 250

17% less capital invested

Capital invested by funds: $11B → $9.08B (-$1.88B)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

54% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $99M

Holders
670
Holders Change
-14
Holders Change %
-2.05%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.2%
New
76
Increased
218
Reduced
250
Closed
85
Calls
$45.8M
Puts
$99M
Net Calls
-$53.2M
Net Calls Change
-$69.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$77.9M +$21.8M +1,050,370 +32%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$77.6M +$690K +33,300 +0.8%
SC
28
Samlyn Capital
New York
$77.3M +$14.2M +685,590 +19%
Charles Schwab
29
Charles Schwab
California
$72.1M +$1.78M +86,035 +2%
Renaissance Technologies
30
Renaissance Technologies
New York
$70.9M +$50.1M +2,419,000 +161%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$68.8M -$4.11M -198,365 -5%
Allianz Asset Management
32
Allianz Asset Management
Germany
$64.8M +$403K +19,445 +0.5%
Bank of America
33
Bank of America
North Carolina
$64.7M -$9.34M -450,955 -11%
WP
34
Wedgewood Partners
Missouri
$62.9M -$5.33M -257,410 -7%
Victory Capital Management
35
Victory Capital Management
Texas
$60.7M +$3.3M +159,270 +5%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$58.1M +$16.3M +789,325 +33%
Deutsche Bank
37
Deutsche Bank
Germany
$57.8M -$1.08M -52,370 -2%
American Century Companies
38
American Century Companies
Missouri
$57.4M -$26.3M -1,267,955 -29%
TCM
39
TimesSquare Capital Management
New York
$56.1M -$4.75M -229,500 -7%
H
40
Hexavest
Quebec, Canada
$54.7M -$2.71M -130,915 -4%
BAMF
41
BI Asset Management Fondsmaeglerselskab
Denmark
$54.2M -$4.88M -235,640 -7%
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$52.7M -$360K -17,375 -0.6%
Franklin Resources
43
Franklin Resources
California
$50.1M +$9.1M +439,460 +19%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$48.4M -$51.7M -2,496,000 -48%
PPA
45
Parametric Portfolio Associates
Washington
$47.9M -$2.77M -133,885 -5%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$47.3M -$203K -9,820 -0.4%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$46.5M +$38.2K +1,845 +0.1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$44.6M +$62.1K +3,000 +0.1%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$43.5M +$48.3M +2,332,740 +3,309%
HP
50
Hosking Partners
United Kingdom
$41.3M -$2.31M -111,470 -5%

TSCO Hedge Fund Activity: Q3 2019 in Review

670 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q3 2019, worth a combined $9.08B — down 17% from $11B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of TSCO and 76 opened new positions — a net loss of 9 holders — while 250 trimmed existing stakes and 218 added.

The largest buyer was BlackRock, adding an estimated $85.3M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $57.1M sold.

  • 670 institutional investors held Tractor Supply (TSCO) as of Q3 2019, down from 684 in Q2 2019.
  • Funds reported $9.08B of Tractor Supply stock for Q3 2019, down 17% quarter-over-quarter.
  • 76 funds opened new Tractor Supply positions in Q3 2019 and 85 closed out, a net change of -9 holders.
  • The largest Tractor Supply buyer in Q3 2019 was BlackRock, an estimated $85.3M added.
  • The largest Tractor Supply seller in Q3 2019 was Westfield Capital Management, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2019.