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Tractor Supply

648 hedge funds and large institutions have $8.39B invested in Tractor Supply in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 191 increasing their positions, 285 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

0.07% less ownership

Funds ownership: 427.78%427.71% (-0.07%)

7% less funds holding

Funds holding: 695648 (-47)

11% less call options, than puts

Call options by funds: $69.7M | Put options by funds: $78.4M

11% less capital invested

Capital invested by funds: $9.45B → $8.39B (-$1.06B)

33% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 285

35% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 113

Holders
648
Holders Change
-47
Holders Change %
-6.76%
% of All Funds
14.28%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
73
Increased
191
Reduced
285
Closed
113
Calls
$69.7M
Puts
$78.4M
Net Calls
-$8.66M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$25.2M +1,403,115 +2%
BlackRock
2
BlackRock
New York
$824M -$6.6M -367,975 -0.7%
State Street
3
State Street
Massachusetts
$457M +$14.1M +786,030 +3%
WRF
4
Waddell & Reed Financial
Kansas
$295M +$157M +8,750,020 +100%
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$294M +$311M +17,307,000 +25,081%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$246M -$6.18M -344,620 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$182M -$7.62M -424,720 -4%
UBS AM
8
UBS AM
Illinois
$178M +$12.8M +711,150 +7%
CIP
9
Champlain Investment Partners
Vermont
$178M +$24.2M +1,346,575 +15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$161M +$1.45M +80,760 +0.9%
Northern Trust
11
Northern Trust
Illinois
$119M +$931K +51,860 +0.7%
PG
12
Pendal Group
Australia
$113M +$38.2M +2,128,205 +47%
Wells Fargo
13
Wells Fargo
California
$111M -$5.34M -297,350 -4%
Norges Bank
14
Norges Bank
Norway
$102M
PRO
15
Pensioenfonds Rail & OV
Netherlands
$97.2M +$35.9M +2,003,050 +54%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$93.9M +$6.99M +389,585 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$92.7M -$22.5M -1,255,520 -19%
Invesco
18
Invesco
Georgia
$91M -$26.1M -1,454,940 -21%
Ameriprise
19
Ameriprise
Minnesota
$84.8M -$23.6M -1,312,625 -21%
AAMU
20
Amundi Asset Management US
Massachusetts
$78.3M -$104M -5,774,815 -56%
Legal & General Group
21
Legal & General Group
United Kingdom
$74.5M +$2.65M +147,630 +3%
AQR Capital Management
22
AQR Capital Management
Connecticut
$74.4M -$58M -3,234,100 -42%
Citadel Advisors
23
Citadel Advisors
Florida
$72.5M +$75.7M +4,217,920 +6,179%
PPC
24
Park Presidio Capital
California
$71.9M +$32.7M +1,825,000 +75%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$71.5M -$245K -13,635 -0.3%

TSCO Hedge Fund Activity: Q1 2020 in Review

648 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q1 2020, worth a combined $8.39B — down 11% from $9.45B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of TSCO and 73 opened new positions — a net loss of 40 holders — while 285 trimmed existing stakes and 191 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $311M. The largest seller was Amundi Asset Management US, cutting an estimated $104M.

  • 648 institutional investors held Tractor Supply (TSCO) as of Q1 2020, down from 695 in Q4 2019.
  • Funds reported $8.39B of Tractor Supply stock for Q1 2020, down 11% quarter-over-quarter.
  • 73 funds opened new Tractor Supply positions in Q1 2020 and 113 closed out, a net change of -40 holders.
  • The largest Tractor Supply buyer in Q1 2020 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $311M added.
  • The largest Tractor Supply seller in Q1 2020 was Amundi Asset Management US, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2020.