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Urban Outfitters

285 hedge funds and large institutions have $2.03B invested in Urban Outfitters in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 125 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $24.4M

8% less funds holding

Funds holding: 311285 (-26)

26% less capital invested

Capital invested by funds: $2.75B → $2.03B (-$726M)

29% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 78

31% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 125

Holders
285
Holders Change
-26
Holders Change %
-8.36%
% of All Funds
7.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
55
Increased
86
Reduced
125
Closed
78
Calls
$33.9M
Puts
$24.4M
Net Calls
+$9.48M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$3.25M -$3.51M -135,992 -49%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$3.25M -$108K -4,183 -3%
TA
78
Teachers Advisors
New York
$3.25M +$1.43M +55,480 +64%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$3.19M -$248K -9,621 -6%
SIP
80
Stoneridge Investment Partners
Pennsylvania
$3.18M +$838K +32,442 +30%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.18M -$271K -10,491 -7%
Principal Financial Group
82
Principal Financial Group
Iowa
$3M -$169K -6,556 -5%
LCM
83
Leonard Capital Management
Florida
$2.96M +$3.36M +130,000 New
CI
84
Cambiar Investors
Colorado
$2.89M +$1.12M +43,347 +52%
TIM
85
Thompson Investment Management
Wisconsin
$2.82M +$507K +19,635 +19%
CCS
86
Crosspoint Capital Strategies
California
$2.72M +$2M +77,316 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.71M +$373K +14,428 +14%
Prudential Financial
88
Prudential Financial
New Jersey
$2.7M -$2.54M -98,410 -45%
Swiss National Bank
89
Swiss National Bank
Switzerland
$2.69M -$1.78M -68,976 -37%
CLOS
90
Compagnie Lombard Odier SCmA
Switzerland
$2.41M +$742K +28,738 +37%
NI
91
Numeric Investors
Massachusetts
$2.39M +$2.71M +105,100 New
Bank of America
92
Bank of America
North Carolina
$2.25M -$2.9M -112,445 -53%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$2.19M
QC
94
Quadrature Capital
United Kingdom
$2.14M +$2.43M +93,971 New
VIA
95
Vident Investment Advisory
Georgia
$2.1M +$1.84M +71,160 +339%
SG Americas Securities
96
SG Americas Securities
New York
$2.09M +$1.83M +70,833 +338%
NPIT
97
National Penn Investors Trust
Pennsylvania
$2.09M +$2.37M +91,729 New
SO
98
STRS Ohio
Ohio
$2.05M -$63.7K -2,466 -3%
HAM
99
Harber Asset Management
North Carolina
$2.01M +$2.28M +88,427 New
PPA
100
Parametric Portfolio Associates
Washington
$1.99M -$169K -6,534 -7%

URBN Hedge Fund Activity: Q4 2015 in Review

285 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q4 2015, worth a combined $2.03B — down 26% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of URBN and 55 opened new positions — a net loss of 23 holders — while 125 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $91.1M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $113M sold.

  • 285 institutional investors held Urban Outfitters (URBN) as of Q4 2015, down from 311 in Q3 2015.
  • Funds reported $2.03B of Urban Outfitters stock for Q4 2015, down 26% quarter-over-quarter.
  • 55 funds opened new Urban Outfitters positions in Q4 2015 and 78 closed out, a net change of -23 holders.
  • The largest Urban Outfitters buyer in Q4 2015 was Goldman Sachs, an estimated $91.1M added.
  • The largest Urban Outfitters seller in Q4 2015 was Waddell & Reed Financial, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2015.