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Tractor Supply

515 hedge funds and large institutions have $6.36B invested in Tractor Supply in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 200 increasing their positions, 188 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1.31% more ownership

Funds ownership: 454.38%455.7% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 188

9% less funds holding

Funds holding: 566515 (-51)

22% less capital invested

Capital invested by funds: $8.14B → $6.36B (-$1.78B)

45% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 100

49% less call options, than puts

Call options by funds: $60.7M | Put options by funds: $118M

Holders
515
Holders Change
-51
Holders Change %
-9.01%
% of All Funds
12.84%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
55
Increased
200
Reduced
188
Closed
100
Calls
$60.7M
Puts
$118M
Net Calls
-$57.3M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$679M +$10.2M +854,930 +1%
BlackRock
2
BlackRock
New York
$432M +$7.93M +666,175 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$341M -$5.21M -437,955 -1%
State Street
4
State Street
Massachusetts
$307M -$2.44M -205,120 -0.7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$253M -$79.3M -6,662,865 -22%
Ameriprise
6
Ameriprise
Minnesota
$229M +$249M +20,876,120 +7,599%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$202M -$22.2M -1,866,180 -9%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$201M +$28.6M +2,403,585 +15%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$166M +$20.2M +1,700,630 +13%
WP
10
Wedgewood Partners
Missouri
$139M +$21.2M +1,783,165 +16%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$116M +$107M +8,989,010 +531%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$112M +$65.2M +5,473,525 +113%
WRF
13
Waddell & Reed Financial
Kansas
$112M +$21.2M +1,784,440 +21%
Two Sigma Investments
14
Two Sigma Investments
New York
$107M +$14.1M +1,187,720 +14%
Goldman Sachs
15
Goldman Sachs
New York
$103M +$34.4M +2,892,360 +44%
Bank of America
16
Bank of America
North Carolina
$90.6M +$19.2M +1,611,380 +24%
Wells Fargo
17
Wells Fargo
California
$83.9M -$15.4M -1,289,910 -14%
Renaissance Technologies
18
Renaissance Technologies
New York
$81.6M +$927K +77,860 +1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$79.7M +$1.78M +149,245 +2%
Deutsche Bank
20
Deutsche Bank
Germany
$77.1M +$11.8M +988,480 +16%
Northern Trust
21
Northern Trust
Illinois
$76.9M -$5.53M -464,395 -6%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75.3M -$928K -77,950 -1%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$74.5M -$15.9M -1,334,775 -16%
Invesco
24
Invesco
Georgia
$71.9M +$3.18M +267,155 +4%
PPA
25
Parametric Portfolio Associates
Washington
$57.3M +$48M +4,031,440 +322%

TSCO Hedge Fund Activity: Q2 2017 in Review

515 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q2 2017, worth a combined $6.36B — down 22% from $8.14B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TSCO and 55 opened new positions — a net loss of 45 holders — while 188 trimmed existing stakes and 200 added.

The largest buyer was Ameriprise, adding an estimated $249M. The largest seller was Massachusetts Financial Services, cutting an estimated $92.3M.

  • 515 institutional investors held Tractor Supply (TSCO) as of Q2 2017, down from 566 in Q1 2017.
  • Funds reported $6.36B of Tractor Supply stock for Q2 2017, down 22% quarter-over-quarter.
  • 55 funds opened new Tractor Supply positions in Q2 2017 and 100 closed out, a net change of -45 holders.
  • The largest Tractor Supply buyer in Q2 2017 was Ameriprise, an estimated $249M added.
  • The largest Tractor Supply seller in Q2 2017 was Massachusetts Financial Services, an estimated $92.3M sold.

Based on aggregated 13F filings for Q2 2017.