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Urban Outfitters

279 hedge funds and large institutions have $2.17B invested in Urban Outfitters in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 69 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

21% more funds holding

Funds holding: 231279 (+48)

12% more capital invested

Capital invested by funds: $1.94B → $2.17B (+$225M)

8% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $21.7M

4.92% less ownership

Funds ownership: 75.55%70.64% (-4.9%)

29% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 97

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
279
Holders Change
+48
Holders Change %
+20.78%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
70
Increased
69
Reduced
97
Closed
21
Calls
$23.3M
Puts
$21.7M
Net Calls
+$1.67M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$262K +$230K +7,896 New
LFAS
202
Level Four Advisory Services
Texas
$257K +$226K +7,743 New
GL
203
Graypoint LLC
New York
$255K -$72.9K -2,500 -24%
CC
204
Corton Capital
Ontario, Canada
$230K +$203K +6,943 New
M&T Bank
205
M&T Bank
New York
$228K -$21.9K -751 -10%
NWA
206
New World Advisors
Massachusetts
$228K -$81.7K -2,800 -29%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$218K -$41.8K -1,433 -18%
WSTAM
208
Wilbanks Smith & Thomas Asset Management
Virginia
$215K -$37.9K -1,300 -17%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$214K +$188K +6,456 New
PCM
210
Prelude Capital Management
New York
$213K +$187K +6,421 New
CT
211
Chicago Trust
Illinois
$213K -$76.6K -2,626 -29%
TD Asset Management
212
TD Asset Management
Ontario, Canada
$212K +$187K +6,400 New
VIA
213
Vident Investment Advisory
Georgia
$207K +$182K +6,255 New
AIP
214
Ameritas Investment Partners
Nebraska
$175K +$9.6K +329 +7%
Walleye Trading
215
Walleye Trading
New York
$150K +$132K +4,529 New
KBC Group
216
KBC Group
Belgium
$150K -$13K -446 -9%
CMBA
217
C.M. Bidwell & Associates
Hawaii
$133K +$117K +4,011 New
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$113K -$5.92K -203 -6%
QCG
219
Quadrant Capital Group
Ohio
$92.9K -$10.3K -352 -11%
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$90K -$8.81K -302 -10%
Bessemer Group
221
Bessemer Group
New Jersey
$77K +$1.4K +48 +2%
SPIA
222
Steward Partners Investment Advisory
New York
$74.5K -$3.65K -125 -5%
PMEF
223
Point72 Middle East FZE
United Arab Emirates
$71.1K +$62.6K +2,147 New
TRCT
224
Tower Research Capital (TRC)
New York
$63.4K -$21.1K -724 -27%
QL
225
Quarry LP
New York
$62.1K +$48.4K +1,660 +776%

URBN Hedge Fund Activity: Q2 2023 in Review

279 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q2 2023, worth a combined $2.17B — up 12% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new URBN positions and 21 closed out — a net gain of 49 holders — while 69 added to existing stakes and 97 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $28.9M. The largest seller was Massachusetts Financial Services, cutting an estimated $123M.

  • 279 institutional investors held Urban Outfitters (URBN) as of Q2 2023, up from 231 in Q1 2023.
  • Funds reported $2.17B of Urban Outfitters stock for Q2 2023, up 12% quarter-over-quarter.
  • 70 funds opened new Urban Outfitters positions in Q2 2023 and 21 closed out, a net change of +49 holders.
  • The largest Urban Outfitters buyer in Q2 2023 was Man Group, an estimated $28.9M added.
  • The largest Urban Outfitters seller in Q2 2023 was Massachusetts Financial Services, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2023.