Urban Outfitters
URBN
315 hedge funds and large institutions have $3.8B invested in Urban Outfitters in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 122 increasing their positions, 89 reducing their positions, and 45 closing their positions.
58% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 45
37% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 89
31% more capital invested
Capital invested by funds: $2.9B → $3.8B (+$897M)
9% more funds holding
Funds holding: 289 → 315 (+26)
5.8% more ownership
Funds ownership: 72.57% → 78.37% (+5.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
39% less call options, than puts
Call options by funds: $55.1M | Put options by funds: $90M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 2 |
JP Morgan Chase
New York
|
+$88M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.7M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$71.5M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$247M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$66.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$46.3M |
| 4 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$17.6M |
| 5 |
Morgan Stanley
New York
|
-$16.8M |
URBN Hedge Fund Activity: Q2 2018 in Review
315 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q2 2018, worth a combined $3.8B — up 31% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new URBN positions and 45 closed out — a net gain of 26 holders — while 122 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was Massachusetts Financial Services, cutting an estimated $247M.
- 315 institutional investors held Urban Outfitters (URBN) as of Q2 2018, up from 289 in Q1 2018.
- Funds reported $3.8B of Urban Outfitters stock for Q2 2018, up 31% quarter-over-quarter.
- 71 funds opened new Urban Outfitters positions in Q2 2018 and 45 closed out, a net change of +26 holders.
- The largest Urban Outfitters buyer in Q2 2018 was Fidelity Investments, an estimated $146M added.
- The largest Urban Outfitters seller in Q2 2018 was Massachusetts Financial Services, an estimated $247M sold.
Based on aggregated 13F filings for Q2 2018.