Urban Outfitters
URBN
330 hedge funds and large institutions have $3.85B invested in Urban Outfitters in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 146 reducing their positions, and 31 closing their positions.
81% more call options, than puts
Call options by funds: $158M | Put options by funds: $87.1M
45% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 31
10% more capital invested
Capital invested by funds: $3.51B → $3.85B (+$345M)
3% more funds holding
Funds holding: 319 → 330 (+11)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
36% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$89M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$62M |
| 3 |
Primecap Management
Pasadena,
California
|
+$60.8M |
| 4 |
GA
Glenhill Advisors
New York
|
+$56.7M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.6M |
| 2 |
Bank of New York Mellon
New York
|
-$58.8M |
| 3 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
|
-$52.8M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$35.1M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$31.9M |
URBN Hedge Fund Activity: Q3 2014 in Review
330 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q3 2014, worth a combined $3.85B — up 9.8% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new URBN positions and 31 closed out — a net gain of 14 holders — while 94 added to existing stakes and 146 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $89M. The largest seller was Fidelity Investments, cutting an estimated $65.6M.
- 330 institutional investors held Urban Outfitters (URBN) as of Q3 2014, up from 319 in Q2 2014.
- Funds reported $3.85B of Urban Outfitters stock for Q3 2014, up 9.8% quarter-over-quarter.
- 45 funds opened new Urban Outfitters positions in Q3 2014 and 31 closed out, a net change of +14 holders.
- The largest Urban Outfitters buyer in Q3 2014 was JP Morgan Chase, an estimated $89M added.
- The largest Urban Outfitters seller in Q3 2014 was Fidelity Investments, an estimated $65.6M sold.
Based on aggregated 13F filings for Q3 2014.