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Tractor Supply

463 hedge funds and large institutions have $9.43B invested in Tractor Supply in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 183 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $8.31B → $9.43B (+$1.13B)

9% more funds holding

Funds holding: 423463 (+40)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more call options, than puts

Call options by funds: $40.1M | Put options by funds: $37.7M

15% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 183

Holders
463
Holders Change
+40
Holders Change %
+9.46%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
64
Increased
156
Reduced
183
Closed
24
Calls
$40.1M
Puts
$37.7M
Net Calls
+$2.31M
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.03B +$94.9M +6,641,950 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$586M +$20.6M +1,444,555 +4%
Wells Fargo
3
Wells Fargo
California
$455M -$7.93M -554,550 -2%
State Street
4
State Street
Massachusetts
$353M +$3.46M +242,330 +1%
Artisan Partners
5
Artisan Partners
Wisconsin
$348M -$2.33M -163,265 -0.7%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$305M -$8.34M -583,720 -3%
BFA
7
BlackRock Fund Advisors
California
$300M +$25.5M +1,781,760 +10%
BIT
8
BlackRock Institutional Trust
California
$290M +$7.4M +518,025 +3%
Invesco
9
Invesco
Georgia
$275M +$126M +8,843,875 +100%
American Century Companies
10
American Century Companies
Missouri
$247M -$74.7M -5,227,475 -25%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$244M -$99.4M -6,951,820 -31%
MAM
12
Marketfield Asset Management
New York
$203M +$6.35M +444,250 +4%
VanEck Associates
13
VanEck Associates
New York
$156M -$7.42M -518,925 -5%
Allianz Asset Management
14
Allianz Asset Management
Germany
$156M -$10.9M -765,650 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$149M -$8.63M -604,125 -6%
GA
16
Geneva Advisors
Illinois
$138M +$6.1M +427,140 +5%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$135M -$4.11M -287,530 -3%
Northern Trust
18
Northern Trust
Illinois
$135M +$46.7M +3,265,570 +60%
Bank of America
19
Bank of America
North Carolina
$131M -$5.15M -360,470 -4%
William Blair & Company
20
William Blair & Company
Illinois
$118M -$32.4M -2,267,570 -23%
GCM
21
Geneva Capital Management
Wisconsin
$102M -$15.2M -1,060,315 -14%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$94.6M -$6.67M -466,625 -7%
AllianceBernstein
23
AllianceBernstein
Tennessee
$88.3M -$1.38M -96,705 -2%
TCM
24
TimesSquare Capital Management
New York
$83.1M -$4.93M -345,250 -6%
KI
25
Kalmar Investments
Delaware
$80.3M +$141K +9,875 +0.2%

TSCO Hedge Fund Activity: Q4 2013 in Review

463 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q4 2013, worth a combined $9.43B — up 14% from $8.31B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TSCO positions and 24 closed out — a net gain of 40 holders — while 156 added to existing stakes and 183 trimmed.

The largest buyer was Invesco, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $99.4M.

  • 463 institutional investors held Tractor Supply (TSCO) as of Q4 2013, up from 423 in Q3 2013.
  • Funds reported $9.43B of Tractor Supply stock for Q4 2013, up 14% quarter-over-quarter.
  • 64 funds opened new Tractor Supply positions in Q4 2013 and 24 closed out, a net change of +40 holders.
  • The largest Tractor Supply buyer in Q4 2013 was Invesco, an estimated $126M added.
  • The largest Tractor Supply seller in Q4 2013 was Fidelity Investments, an estimated $99.4M sold.

Based on aggregated 13F filings for Q4 2013.