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Tractor Supply

510 hedge funds and large institutions have $7.36B invested in Tractor Supply in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 176 increasing their positions, 185 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

16% more capital invested

Capital invested by funds: $6.36B → $7.36B (+$1B)

3.41% more ownership

Funds ownership: 455.7%459.11% (+3.4%)

4% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 67

1% less funds holding

Funds holding: 515510 (-5)

5% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 185

31% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $108M

Holders
510
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
12.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
70
Increased
176
Reduced
185
Closed
67
Calls
$74.7M
Puts
$108M
Net Calls
-$32.8M
Net Calls Change
+$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$788M -$3.99M -351,365 -0.6%
BlackRock
2
BlackRock
New York
$510M +$4.95M +436,370 +1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$406M +$6.5M +572,695 +2%
State Street
4
State Street
Massachusetts
$334M -$21.7M -1,909,095 -7%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$323M +$168M +14,800,595 +139%
Ameriprise
6
Ameriprise
Minnesota
$257M -$9.3M -819,475 -4%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$219M -$14M -1,231,390 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$178M +$125M +11,040,605 +365%
WP
9
Wedgewood Partners
Missouri
$175M +$12M +1,054,710 +8%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$169M -$59.7M -5,264,245 -28%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$167M +$114M +10,032,390 +315%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$158M -$31.8M -2,798,865 -18%
Goldman Sachs
13
Goldman Sachs
New York
$134M +$12.8M +1,129,360 +12%
WRF
14
Waddell & Reed Financial
Kansas
$134M +$3M +264,740 +3%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M +$22.9M +2,021,845 +29%
Wells Fargo
16
Wells Fargo
California
$109M +$9.48M +835,485 +11%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$103M +$14M +1,238,275 +18%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$95.1M +$1.84M +161,955 +2%
Northern Trust
19
Northern Trust
Illinois
$95M +$4.67M +412,075 +6%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$90.6M -$36M -3,172,140 -31%
Citadel Advisors
21
Citadel Advisors
Florida
$86.7M +$43.1M +3,797,230 +124%
Deutsche Bank
22
Deutsche Bank
Germany
$85.2M -$4.29M -378,240 -5%
Invesco
23
Invesco
Georgia
$81.8M -$1.92M -169,630 -3%
TCAM
24
Turtle Creek Asset Management
Ontario, Canada
$78.3M +$17.5M +1,545,180 +33%
Bank of America
25
Bank of America
North Carolina
$72.9M -$29.5M -2,597,190 -31%

TSCO Hedge Fund Activity: Q3 2017 in Review

510 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q3 2017, worth a combined $7.36B — up 16% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TSCO positions and 67 closed out — a net gain of 3 holders — while 176 added to existing stakes and 185 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $168M. The largest seller was T. Rowe Price Associates, cutting an estimated $219M.

  • 510 institutional investors held Tractor Supply (TSCO) as of Q3 2017, down from 515 in Q2 2017.
  • Funds reported $7.36B of Tractor Supply stock for Q3 2017, up 16% quarter-over-quarter.
  • 70 funds opened new Tractor Supply positions in Q3 2017 and 67 closed out, a net change of +3 holders.
  • The largest Tractor Supply buyer in Q3 2017 was Janus Henderson Group, an estimated $168M added.
  • The largest Tractor Supply seller in Q3 2017 was T. Rowe Price Associates, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2017.