Urban Outfitters
URBN
329 hedge funds and large institutions have $3.85B invested in Urban Outfitters in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 138 reducing their positions, and 41 closing their positions.
69% more call options, than puts
Call options by funds: $106M | Put options by funds: $62.9M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $4.01B → $3.85B (-$158M)
5% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 41
3% less funds holding
Funds holding: 338 → 329 (-9)
20% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$148M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$129M |
| 3 |
TGA
Trilogy Global Advisors
Winter Park,
Florida
|
+$47.8M |
| 4 |
EC
Eminence Capital
New York
|
+$46.5M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$120M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$48.6M |
| 3 |
Goldman Sachs
New York
|
-$42.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$33.7M |
| 5 |
Two Sigma Investments
New York
|
-$31.2M |
URBN Hedge Fund Activity: Q1 2014 in Review
329 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q1 2014, worth a combined $3.85B — down 3.9% from $4.01B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of URBN and 39 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 111 added.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $148M. The largest seller was American Century Companies, cutting an estimated $120M.
- 329 institutional investors held Urban Outfitters (URBN) as of Q1 2014, down from 338 in Q4 2013.
- Funds reported $3.85B of Urban Outfitters stock for Q1 2014, down 3.9% quarter-over-quarter.
- 39 funds opened new Urban Outfitters positions in Q1 2014 and 41 closed out, a net change of -2 holders.
- The largest Urban Outfitters buyer in Q1 2014 was Massachusetts Financial Services, an estimated $148M added.
- The largest Urban Outfitters seller in Q1 2014 was American Century Companies, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2014.