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Tractor Supply

500 hedge funds and large institutions have $10.5B invested in Tractor Supply in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

24% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $17M

6% more capital invested

Capital invested by funds: $9.9B → $10.5B (+$597M)

3% more funds holding

Funds holding: 485500 (+15)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 205

Holders
500
Holders Change
+15
Holders Change %
+3.09%
% of All Funds
13.33%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
66
Increased
163
Reduced
205
Closed
45
Calls
$21.2M
Puts
$17M
Net Calls
+$4.16M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$36.6M +$35.9M +2,150,025 +72,882%
SO
52
STRS Ohio
Ohio
$35.8M +$27.7M +1,658,400 +369%
UBS AM
53
UBS AM
Illinois
$35.3M -$1.98M -118,715 -5%
ICM
54
IronBridge Capital Management
Illinois
$35.3M -$1.84M -110,380 -5%
Legal & General Group
55
Legal & General Group
United Kingdom
$35.2M -$1.72M -103,100 -5%
Dimensional Fund Advisors
56
Dimensional Fund Advisors
Texas
$34M +$1.35M +81,005 +4%
CCI
57
Columbus Circle Investors
$33.8M +$13.2M +791,375 +66%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$32M -$124K -7,395 -0.4%
TA
59
Teachers Advisors
New York
$31.7M +$5.1M +305,225 +20%
GC
60
Guggenheim Capital
Illinois
$31.5M +$1.27M +75,925 +4%
ClearBridge Investments
61
ClearBridge Investments
New York
$31.4M +$156K +9,330 +0.5%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$30.5M +$1.65M +98,785 +6%
GF
63
Gabelli Funds
New York
$30.2M -$2.34M -140,000 -7%
CIP
64
Chartwell Investment Partners
Pennsylvania
$29.4M +$1.25M +75,025 +5%
PIM
65
Provident Investment Management
Michigan
$28.6M +$11.7K +700 +0%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$27.5M
BlackRock
67
BlackRock
New York
$27.1M +$973K +58,235 +4%
Goldman Sachs
68
Goldman Sachs
New York
$26.6M +$3.83M +229,350 +17%
BCM
69
Brown Capital Management
Maryland
$25.2M -$6.06M -362,810 -20%
Deutsche Bank
70
Deutsche Bank
Germany
$23.2M -$13.4M -802,200 -37%
BIM
71
BlackRock Investment Management
Delaware
$22M -$98.8K -5,910 -0.5%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$21.6M -$359K -21,500 -2%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$21.6M -$34.9K -2,090 -0.2%
WG
74
Winton Group
United Kingdom
$21.5M +$19.8M +1,187,430 +1,523%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$20.3M -$441K -26,380 -2%

TSCO Hedge Fund Activity: Q1 2015 in Review

500 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q1 2015, worth a combined $10.5B — up 6% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TSCO positions and 45 closed out — a net gain of 21 holders — while 163 added to existing stakes and 205 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $60.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $101M.

  • 500 institutional investors held Tractor Supply (TSCO) as of Q1 2015, up from 485 in Q4 2014.
  • Funds reported $10.5B of Tractor Supply stock for Q1 2015, up 6% quarter-over-quarter.
  • 66 funds opened new Tractor Supply positions in Q1 2015 and 45 closed out, a net change of +21 holders.
  • The largest Tractor Supply buyer in Q1 2015 was 1832 Asset Management, an estimated $60.3M added.
  • The largest Tractor Supply seller in Q1 2015 was T. Rowe Price Associates, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2015.