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Tractor Supply

608 hedge funds and large institutions have $7.71B invested in Tractor Supply in 2018 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 190 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 614 (+8)

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

21% more capital invested

Capital invested by funds: $6.36B → $7.71B (+$1.35B)

8% more funds holding

Funds holding: 564608 (+44)

5.48% more ownership

Funds ownership: 407.82%413.3% (+5.5%)

14% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 222

49% less call options, than puts

Call options by funds: $57.3M | Put options by funds: $112M

Holders
608
Holders Change
+44
Holders Change %
+7.8%
% of All Funds
13.92%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.32%
New
98
Increased
190
Reduced
222
Closed
50
Calls
$57.3M
Puts
$112M
Net Calls
-$54.2M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$27.5M +$6.26M +450,025 +33%
UBS Group
52
UBS Group
Switzerland
$27.4M +$7.5M +539,765 +43%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$26.5M -$2.47M -178,015 -9%
Jennison Associates
54
Jennison Associates
New York
$26.1M +$23.8M +1,708,835 New
SC
55
Shellback Capital
Massachusetts
$26M +$23.7M +1,701,545 New
TA
56
Teachers Advisors
New York
$25.1M -$7.12M -511,955 -24%
OAM
57
Oxford Asset Management
United Kingdom
$24.8M +$11.5M +828,665 +110%
Franklin Resources
58
Franklin Resources
California
$24.2M +$348K +25,015 +2%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$24.1M -$3.13M -225,465 -12%
Holocene Advisors
60
Holocene Advisors
New York
$23.9M +$21.7M +1,564,225 New
Nordea Investment Management
61
Nordea Investment Management
Sweden
$22.7M +$20.2M +1,454,505 +5,006%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$21.9M +$1.75M +125,535 +10%
AQR Capital Management
63
AQR Capital Management
Connecticut
$21.9M -$3.92M -282,335 -17%
VanEck Associates
64
VanEck Associates
New York
$21.3M -$1.11M -80,090 -5%
CSIC
65
Clifford Swan Investment Counsel
California
$21.3M +$173K +12,445 +0.9%
TCIM
66
TIAA CREF Investment Management
New York
$21.1M -$7.48M -538,335 -28%
RJA
67
Raymond James & Associates
Florida
$20.5M +$415K +29,860 +2%
RA
68
RiverPark Advisors
New York
$20.3M -$862K -62,000 -4%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$19.8M +$1.07M +77,085 +6%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$18.9M +$2.05M +147,500 +14%
Barclays
71
Barclays
United Kingdom
$18.9M -$116K -8,315 -0.7%
Principal Financial Group
72
Principal Financial Group
Iowa
$18.3M +$2.97M +213,365 +22%
TAM
73
Todd Asset Management
Kentucky
$18.1M +$2.08M +149,515 +14%
MC
74
Maverick Capital
Texas
$17.8M +$16.2M +1,162,505 New
Man Group
75
Man Group
United Kingdom
$17.6M +$11.9M +855,455 +292%

TSCO Hedge Fund Activity: Q2 2018 in Review

608 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q2 2018, worth a combined $7.71B — up 21% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new TSCO positions and 50 closed out — a net gain of 48 holders — while 190 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $177M. The largest seller was Bank of New York Mellon, cutting an estimated $267M.

  • 608 institutional investors held Tractor Supply (TSCO) as of Q2 2018, up from 564 in Q1 2018.
  • Funds reported $7.71B of Tractor Supply stock for Q2 2018, up 21% quarter-over-quarter.
  • 98 funds opened new Tractor Supply positions in Q2 2018 and 50 closed out, a net change of +48 holders.
  • The largest Tractor Supply buyer in Q2 2018 was Citadel Advisors, an estimated $177M added.
  • The largest Tractor Supply seller in Q2 2018 was Bank of New York Mellon, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2018.