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Tractor Supply

1,068 hedge funds and large institutions have $22.1B invested in Tractor Supply in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 395 increasing their positions, 375 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

25.41% more ownership

Funds ownership: 429.84%455.25% (+25%)

16% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 100

5% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 375

1% more funds holding

Funds holding: 1,0591,068 (+9)

1% less capital invested

Capital invested by funds: $22.3B → $22.1B (-$241M)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

45% less call options, than puts

Call options by funds: $161M | Put options by funds: $294M

Holders
1,068
Holders Change
+9
Holders Change %
+0.85%
% of All Funds
16.77%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.17%
New
116
Increased
395
Reduced
375
Closed
100
Calls
$161M
Puts
$294M
Net Calls
-$133M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.84B -$16.2M -354,370 -0.5%
BlackRock
2
BlackRock
New York
$2.23B +$98.3M +2,145,995 +4%
State Street
3
State Street
Massachusetts
$1.01B +$24.9M +543,110 +2%
Capital World Investors
4
Capital World Investors
California
$773M +$801M +17,487,390 New
Capital International Investors
5
Capital International Investors
California
$679M +$274M +5,987,095 +64%
AllianceBernstein
6
AllianceBernstein
Tennessee
$629M -$47.1M -1,028,400 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$566M +$16M +348,205 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$484M -$144M -3,151,360 -22%
Morgan Stanley
9
Morgan Stanley
New York
$343M +$28.9M +631,675 +9%
Stifel Financial
10
Stifel Financial
Missouri
$339M +$8.27M +180,540 +2%
Select Equity Group
11
Select Equity Group
New York
$333M -$44.3M -966,160 -11%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$290M -$3.84M -83,750 -1%
Wells Fargo
13
Wells Fargo
California
$282M -$66.8M -1,457,325 -19%
Bank of America
14
Bank of America
North Carolina
$276M -$22.8M -497,710 -7%
OTPPB
15
Ontario Teachers' Pension Plan Board
Ontario, Canada
$276M -$52.8M -1,152,870 -16%
Norges Bank
16
Norges Bank
Norway
$255M -$736K -16,065 -0.3%
Invesco
17
Invesco
Georgia
$253M -$89.3M -1,947,920 -25%
Northern Trust
18
Northern Trust
Illinois
$250M -$20.5M -446,955 -7%
Amundi
19
Amundi
France
$233M -$16.3M -355,740 -6%
Legal & General Group
20
Legal & General Group
United Kingdom
$231M -$1.96M -42,740 -0.8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$226M +$7.39M +161,335 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$222M -$2.85M -62,140 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$207M -$1.52M -33,255 -0.7%
MIM
24
Meridiem Investment Management
United Kingdom
$200M +$492K +10,740 +0.2%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$192M +$8.54M +186,290 +4%

TSCO Hedge Fund Activity: Q2 2023 in Review

1,068 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Tractor Supply (TSCO) for Q2 2023, worth a combined $22.1B — down 1.1% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new TSCO positions and 100 closed out — a net gain of 16 holders — while 395 added to existing stakes and 375 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $801M. The largest seller was Holocene Advisors, exiting entirely with an estimated $166M sold.

  • 1,068 institutional investors held Tractor Supply (TSCO) as of Q2 2023, up from 1,059 in Q1 2023.
  • Funds reported $22.1B of Tractor Supply stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 116 funds opened new Tractor Supply positions in Q2 2023 and 100 closed out, a net change of +16 holders.
  • The largest Tractor Supply buyer in Q2 2023 was Capital World Investors, an estimated $801M added.
  • The largest Tractor Supply seller in Q2 2023 was Holocene Advisors, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2023.