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Urban Outfitters

311 hedge funds and large institutions have $2.75B invested in Urban Outfitters in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 109 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $23M | Put options by funds: $16.4M

3% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 109

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

1% less funds holding

Funds holding: 313311 (-2)

17% less capital invested

Capital invested by funds: $3.31B → $2.75B (-$555M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
311
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
8.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
112
Reduced
109
Closed
43
Calls
$23M
Puts
$16.4M
Net Calls
+$6.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$371M +$5.95M +185,208 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$226M -$3.45M -107,364 -1%
State Street
3
State Street
Massachusetts
$138M +$3.99M +124,074 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$126M +$25.3M +786,855 +23%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$114M +$15.7M +490,025 +14%
WRF
6
Waddell & Reed Financial
Kansas
$113M +$3.14M +97,708 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$91.2M +$26M +808,668 +35%
BIT
8
BlackRock Institutional Trust
California
$76.6M -$1.49M -46,217 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$74.7M -$23.5M -730,853 -22%
Primecap Management
10
Primecap Management
California
$70M -$11.6M -360,900 -13%
T
11
TOBAM
France
$59.3M +$10.7M +332,659 +20%
TGA
12
Trilogy Global Advisors
Florida
$57.9M -$7.91M -246,203 -11%
Deutsche Bank
13
Deutsche Bank
Germany
$53.5M +$416K +12,956 +0.7%
KI
14
Kalmar Investments
Delaware
$53M -$670K -20,840 -1%
BFA
15
BlackRock Fund Advisors
California
$39.4M -$1.79M -55,588 -4%
Wells Fargo
16
Wells Fargo
California
$35.5M +$8.21M +255,373 +27%
Norges Bank
17
Norges Bank
Norway
$33M +$4.06M +126,313 +13%
Northern Trust
18
Northern Trust
Illinois
$31.9M -$5.43M -168,935 -13%
BCM
19
Becker Capital Management
Oregon
$29.6M +$1.09M +34,040 +4%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$29.5M +$104K +3,249 +0.3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$29.1M -$425K -13,233 -1%
DGI
22
Disciplined Growth Investors
Minnesota
$27.4M +$335K +10,425 +1%
BG
23
BlackRock Group
United Kingdom
$24.7M +$202K +6,288 +0.8%
O
24
OppenheimerFunds
New York
$23.5M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$23.2M +$52.4K +1,631 +0.2%

URBN Hedge Fund Activity: Q3 2015 in Review

311 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q3 2015, worth a combined $2.75B — down 17% from $3.31B a quarter earlier.

Fund positioning in URBN was balanced in Q3 2015: 43 funds opened new positions, 43 closed out, 112 added to existing stakes and 109 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $40M sold.

  • 311 institutional investors held Urban Outfitters (URBN) as of Q3 2015, down from 313 in Q2 2015.
  • Funds reported $2.75B of Urban Outfitters stock for Q3 2015, down 17% quarter-over-quarter.
  • 43 funds opened new Urban Outfitters positions in Q3 2015 and 43 closed out, a net change of 0 holders.
  • The largest Urban Outfitters buyer in Q3 2015 was Fidelity Investments, an estimated $26M added.
  • The largest Urban Outfitters seller in Q3 2015 was Point72 Asset Management, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2015.