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Tractor Supply

967 hedge funds and large institutions have $17.5B invested in Tractor Supply in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 350 increasing their positions, 358 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.83% more ownership

Funds ownership: 413.68%426.52% (+13%)

4% more call options, than puts

Call options by funds: $221M | Put options by funds: $213M

2% less capital invested

Capital invested by funds: $17.9B → $17.5B (-$394M)

2% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 358

2% less funds holding

Funds holding: 989967 (-22)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

13% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 103

Holders
967
Holders Change
-22
Holders Change %
-2.22%
% of All Funds
16.66%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.33%
New
90
Increased
350
Reduced
358
Closed
103
Calls
$221M
Puts
$213M
Net Calls
+$8.63M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.4B +$5.78M +148,590 +0.2%
BlackRock
2
BlackRock
New York
$2.01B -$37M -951,435 -2%
State Street
3
State Street
Massachusetts
$852M -$9.41M -241,660 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$425M +$3.61M +92,630 +0.8%
Select Equity Group
5
Select Equity Group
New York
$413M -$8.05M -206,840 -2%
ClearBridge Investments
6
ClearBridge Investments
New York
$412M -$55.1M -1,416,335 -11%
JP Morgan Chase
7
JP Morgan Chase
New York
$375M +$243M +6,230,830 +162%
OTPPB
8
Ontario Teachers' Pension Plan Board
Ontario, Canada
$317M +$311M +7,975,755 +1,426%
Bank of America
9
Bank of America
North Carolina
$315M +$7.03M +180,665 +2%
Invesco
10
Invesco
Georgia
$299M -$64.6M -1,659,355 -17%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$282M +$170M +4,357,860 +136%
Wells Fargo
12
Wells Fargo
California
$268M +$10.1M +260,330 +4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$251M -$1.05M -27,050 -0.4%
Morgan Stanley
14
Morgan Stanley
New York
$233M -$40.7M -1,045,780 -14%
Northern Trust
15
Northern Trust
Illinois
$231M -$4.1M -105,280 -2%
Amundi
16
Amundi
France
$220M -$18.8M -482,285 -8%
AllianceBernstein
17
AllianceBernstein
Tennessee
$218M +$201M +5,152,620 +722%
Norges Bank
18
Norges Bank
Norway
$212M +$6.48M +166,450 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$207M -$26.7M -685,775 -11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$199M -$2.79M -71,605 -1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$182M +$4.5M +115,610 +2%
MIM
22
Meridiem Investment Management
United Kingdom
$169M -$23.5M -604,820 -12%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$154M +$5.14M +131,960 +3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$154M -$4.8M -123,280 -3%
MIHAS
25
Maj Invest Holding A/S
Denmark
$151M -$15.9M -407,950 -9%

TSCO Hedge Fund Activity: Q3 2022 in Review

967 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q3 2022, worth a combined $17.5B — down 2.2% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of TSCO and 90 opened new positions — a net loss of 13 holders — while 358 trimmed existing stakes and 350 added.

The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $311M. The largest seller was Citadel Advisors, cutting an estimated $191M.

  • 967 institutional investors held Tractor Supply (TSCO) as of Q3 2022, down from 989 in Q2 2022.
  • Funds reported $17.5B of Tractor Supply stock for Q3 2022, down 2.2% quarter-over-quarter.
  • 90 funds opened new Tractor Supply positions in Q3 2022 and 103 closed out, a net change of -13 holders.
  • The largest Tractor Supply buyer in Q3 2022 was Ontario Teachers' Pension Plan Board, an estimated $311M added.
  • The largest Tractor Supply seller in Q3 2022 was Citadel Advisors, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2022.