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Urban Outfitters

246 hedge funds and large institutions have $2.53B invested in Urban Outfitters in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 54 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 36

38% more capital invested

Capital invested by funds: $1.83B → $2.53B (+$702M)

6% more funds holding

Funds holding: 232246 (+14)

3.44% less ownership

Funds ownership: 73.21%69.76% (-3.4%)

45% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 99

48% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $43.1M

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
53
Increased
54
Reduced
99
Closed
36
Calls
$22.4M
Puts
$43.1M
Net Calls
-$20.7M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$15.6M +$136K +4,215 +1%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$13.2M -$452K -13,985 -4%
PPA
28
Parametric Portfolio Associates
Washington
$12.9M -$1.62M -50,175 -13%
Morgan Stanley
29
Morgan Stanley
New York
$12.2M -$7.35M -227,367 -41%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$11.7M +$8.81M +272,494 +637%
DCM
31
Driehaus Capital Management
Illinois
$11.7M +$10.2M +314,791 New
JGC
32
J. Goldman & Co
New York
$11.5M +$3.87M +119,548 +63%
KCM
33
Kennedy Capital Management
Missouri
$11.3M +$2.36M +72,907 +31%
SAM
34
Storebrand Asset Management
Norway
$11.3M +$1.01M +31,300 +11%
SCM
35
Snow Capital Management
Pennsylvania
$11.2M -$1.19M -36,651 -11%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$10.5M +$3.91K +121 +0%
Principal Financial Group
37
Principal Financial Group
Iowa
$10.3M +$1.4M +43,239 +19%
SI
38
Sapience Investments
California
$10.2M +$8.88M +274,520 New
Wells Fargo
39
Wells Fargo
California
$9.06M -$1.17M -36,320 -13%
SL
40
SIB LLC
New York
$8.51M
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$8.24M -$440K -13,614 -6%
AAMU
42
Amundi Asset Management US
Massachusetts
$7.5M -$3.11M -96,193 -32%
AllianceBernstein
43
AllianceBernstein
Tennessee
$6.59M -$117K -3,613 -2%
NFAM
44
North Fourth Asset Management
New Jersey
$6.54M +$5.69M +176,000 New
Russell Investments Group
45
Russell Investments Group
United Kingdom
$6.2M -$2M -61,863 -27%
GC
46
Guggenheim Capital
Illinois
$5.98M +$150K +4,626 +3%
MCL
47
MIK Capital LP
New York
$5.94M -$5.01M -154,920 -49%
AQR Capital Management
48
AQR Capital Management
Connecticut
$5.65M +$509K +15,742 +12%
NGM
49
North Growth Management
British Columbia, Canada
$5.59M -$1.03M -32,000 -18%
Legal & General Group
50
Legal & General Group
United Kingdom
$5.49M -$31.2K -966 -0.7%

URBN Hedge Fund Activity: Q1 2021 in Review

246 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q1 2021, worth a combined $2.53B — up 38% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new URBN positions and 36 closed out — a net gain of 17 holders — while 54 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Samlyn Capital, cutting an estimated $29.5M.

  • 246 institutional investors held Urban Outfitters (URBN) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $2.53B of Urban Outfitters stock for Q1 2021, up 38% quarter-over-quarter.
  • 53 funds opened new Urban Outfitters positions in Q1 2021 and 36 closed out, a net change of +17 holders.
  • The largest Urban Outfitters buyer in Q1 2021 was Wellington Management Group, an estimated $54M added.
  • The largest Urban Outfitters seller in Q1 2021 was Samlyn Capital, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2021.