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Tractor Supply

929 hedge funds and large institutions have $19.7B invested in Tractor Supply in 2021 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 325 increasing their positions, 338 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 53

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

6% more capital invested

Capital invested by funds: $18.6B → $19.7B (+$1.1B)

4% more funds holding

Funds holding: 893929 (+36)

3% less call options, than puts

Call options by funds: $165M | Put options by funds: $169M

4% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 338

9.32% less ownership

Funds ownership: 435.17%425.85% (-9.3%)

Holders
929
Holders Change
+36
Holders Change %
+4.03%
% of All Funds
16.26%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
101
Increased
325
Reduced
338
Closed
53
Calls
$165M
Puts
$169M
Net Calls
-$4.37M
Net Calls Change
-$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.58B +$4.43M +114,175 +0.2%
BlackRock
2
BlackRock
New York
$2.25B +$64.2M +1,655,255 +3%
State Street
3
State Street
Massachusetts
$975M -$7.33M -189,185 -0.8%
ClearBridge Investments
4
ClearBridge Investments
New York
$624M -$13.1M -338,300 -2%
Select Equity Group
5
Select Equity Group
New York
$621M -$46.7M -1,204,865 -7%
UBS AM
6
UBS AM
Illinois
$428M +$245M +6,325,740 +149%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$425M +$8.23M +212,350 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$401M -$163M -4,204,070 -30%
Bank of America
9
Bank of America
North Carolina
$363M +$321K +8,275 +0.1%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$345M +$28.6M +736,550 +10%
Invesco
11
Invesco
Georgia
$335M +$29.2M +752,770 +10%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$314M +$26.2M +677,050 +10%
Amundi
13
Amundi
France
$311M +$44.8M +1,156,325 +18%
Northern Trust
14
Northern Trust
Illinois
$274M -$1.75M -45,210 -0.7%
Legal & General Group
15
Legal & General Group
United Kingdom
$263M +$20.7M +535,175 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$257M +$20.2M +521,855 +9%
Wells Fargo
17
Wells Fargo
California
$251M -$12M -310,615 -5%
Norges Bank
18
Norges Bank
Norway
$215M -$17.8M -459,425 -8%
Morgan Stanley
19
Morgan Stanley
New York
$206M +$46.7M +1,203,480 +31%
MIHAS
20
Maj Invest Holding A/S
Denmark
$205M -$148M -3,807,530 -43%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$190M +$1.57M +40,610 +0.9%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$181M -$9.85M -254,010 -5%
CIP
23
Champlain Investment Partners
Vermont
$169M -$71.4M -1,841,950 -31%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$157M -$1.67M -43,070 -1%
MIM
25
Meridiem Investment Management
United Kingdom
$152M +$3.73M +96,310 +3%

TSCO Hedge Fund Activity: Q3 2021 in Review

929 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q3 2021, worth a combined $19.7B — up 5.9% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TSCO positions and 53 closed out — a net gain of 48 holders — while 325 added to existing stakes and 338 trimmed.

The largest buyer was UBS AM, adding an estimated $245M. The largest seller was JP Morgan Chase, cutting an estimated $163M.

  • 929 institutional investors held Tractor Supply (TSCO) as of Q3 2021, up from 893 in Q2 2021.
  • Funds reported $19.7B of Tractor Supply stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 101 funds opened new Tractor Supply positions in Q3 2021 and 53 closed out, a net change of +48 holders.
  • The largest Tractor Supply buyer in Q3 2021 was UBS AM, an estimated $245M added.
  • The largest Tractor Supply seller in Q3 2021 was JP Morgan Chase, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2021.