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Tractor Supply

557 hedge funds and large institutions have $8.96B invested in Tractor Supply in 2016 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 180 increasing their positions, 207 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

450.19% more ownership

Funds ownership: 0%450.19% (+450%)

70% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 64

15% more call options, than puts

Call options by funds: $67.6M | Put options by funds: $58.8M

14% more capital invested

Capital invested by funds: $7.86B → $8.96B (+$1.09B)

7% more funds holding

Funds holding: 519557 (+38)

13% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 207

Holders
557
Holders Change
+38
Holders Change %
+7.32%
% of All Funds
13.93%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.17%
New
109
Increased
180
Reduced
207
Closed
64
Calls
$67.6M
Puts
$58.8M
Net Calls
+$8.83M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.04B -$274M -19,312,495 -22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$910M +$6.64M +467,460 +0.8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$452M +$130M +9,143,270 +44%
State Street
4
State Street
Massachusetts
$414M +$15.5M +1,091,150 +4%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$286M +$115M +8,078,825 +75%
BIT
6
BlackRock Institutional Trust
California
$265M +$151K +10,620 +0.1%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$223M +$23.1M +1,627,355 +12%
Select Equity Group
8
Select Equity Group
New York
$208M +$7.34M +516,700 +4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$198M +$8.07M +568,445 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$193M +$47.8M +3,364,885 +36%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$185M +$62.6M +4,411,560 +57%
Wells Fargo
12
Wells Fargo
California
$182M -$174M -12,234,620 -50%
BFA
13
BlackRock Fund Advisors
California
$179M +$9.7M +683,060 +6%
Artisan Partners
14
Artisan Partners
Wisconsin
$132M -$23.9M -1,686,295 -16%
WP
15
Wedgewood Partners
Missouri
$118M +$110M +7,780,870 New
WRF
16
Waddell & Reed Financial
Kansas
$118M +$9.36M +659,330 +9%
Invesco
17
Invesco
Georgia
$114M -$21.3M -1,499,975 -17%
Northern Trust
18
Northern Trust
Illinois
$110M -$16.2M -1,141,730 -14%
JHIU
19
Janus Henderson Investors US
Colorado
$101M +$34.7M +2,445,025 +58%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$101M +$3.53M +248,720 +4%
Bank of America
21
Bank of America
North Carolina
$97.9M +$40.8M +2,870,900 +80%
Goldman Sachs
22
Goldman Sachs
New York
$87.2M -$57.9M -4,074,745 -41%
BG
23
BlackRock Group
United Kingdom
$85.8M -$1.22M -86,265 -2%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$84.9M -$2.97M -209,375 -4%
William Blair & Company
25
William Blair & Company
Illinois
$77.9M +$9.68M +681,475 +15%

TSCO Hedge Fund Activity: Q4 2016 in Review

557 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q4 2016, worth a combined $8.96B — up 14% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new TSCO positions and 64 closed out — a net gain of 45 holders — while 180 added to existing stakes and 207 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $130M. The largest seller was T. Rowe Price Associates, cutting an estimated $274M.

  • 557 institutional investors held Tractor Supply (TSCO) as of Q4 2016, up from 519 in Q3 2016.
  • Funds reported $8.96B of Tractor Supply stock for Q4 2016, up 14% quarter-over-quarter.
  • 109 funds opened new Tractor Supply positions in Q4 2016 and 64 closed out, a net change of +45 holders.
  • The largest Tractor Supply buyer in Q4 2016 was Bank of New York Mellon, an estimated $130M added.
  • The largest Tractor Supply seller in Q4 2016 was T. Rowe Price Associates, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2016.