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Urban Outfitters

209 hedge funds and large institutions have $1.11B invested in Urban Outfitters in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.02B → $1.11B (+$86.5M)

1.35% more ownership

Funds ownership: 73.32%74.67% (+1.3%)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 213209 (-4)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

40% less call options, than puts

Call options by funds: $5M | Put options by funds: $8.27M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
209
Holders Change
-4
Holders Change %
-1.88%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
65
Reduced
73
Closed
42
Calls
$5M
Puts
$8.27M
Net Calls
-$3.27M
Net Calls Change
+$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shapiro Capital Management
Georgia
$162M +$13.4M +783,440 +8%
BlackRock
2
BlackRock
New York
$120M +$32.4M +1,887,746 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.3M +$1.57M +91,664 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.3M +$13.4M +784,148 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$85.2M +$10.3M +599,759 +12%
TCAM
6
Turtle Creek Asset Management
Ontario, Canada
$72.4M -$10.8M -632,793 -12%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$57M +$11.3M +660,539 +21%
State Street
8
State Street
Massachusetts
$42.3M +$9.94M +579,838 +26%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$23.7M +$1.42M +82,717 +6%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$22.4M +$17.4M +1,016,949 +223%
CG
11
Carmignac Gestion
France
$17.7M +$3.3M +192,822 +20%
Northern Trust
12
Northern Trust
Illinois
$17.2M +$9.09M +530,410 +89%
Norges Bank
13
Norges Bank
Norway
$17M -$1.29M -75,024 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.5M +$3.75M +218,962 +25%
ICOM
15
Investment Counselors of Maryland
Maryland
$14.9M +$1.15M +67,365 +7%
DGI
16
Disciplined Growth Investors
Minnesota
$13.5M -$7.57M -441,529 -33%
Goldman Sachs
17
Goldman Sachs
New York
$11.9M -$2.64M -153,902 -16%
SFM
18
Systematic Financial Management
New Jersey
$11.1M +$821K +47,925 +7%
First Trust Advisors
19
First Trust Advisors
Illinois
$10.5M +$8.26M +482,064 +233%
Charles Schwab
20
Charles Schwab
California
$8.81M +$2.69M +156,914 +37%
Ameriprise
21
Ameriprise
Minnesota
$8.74M -$132K -7,695 -1%
DCM
22
Dorsal Capital Management
California
$7.61M +$8.57M +500,000 New
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.58M +$6.9M +402,643 +396%
FPCG
24
Fort Pitt Capital Group
Pennsylvania
$6.97M -$236K -13,775 -3%
Wells Fargo
25
Wells Fargo
California
$6.67M -$1.78M -103,880 -19%

URBN Hedge Fund Activity: Q2 2020 in Review

209 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q2 2020, worth a combined $1.11B — up 8.4% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of URBN and 39 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 65 added.

The largest buyer was BlackRock, adding an estimated $32.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $40.6M sold.

  • 209 institutional investors held Urban Outfitters (URBN) as of Q2 2020, down from 213 in Q1 2020.
  • Funds reported $1.11B of Urban Outfitters stock for Q2 2020, up 8.4% quarter-over-quarter.
  • 39 funds opened new Urban Outfitters positions in Q2 2020 and 42 closed out, a net change of -3 holders.
  • The largest Urban Outfitters buyer in Q2 2020 was BlackRock, an estimated $32.4M added.
  • The largest Urban Outfitters seller in Q2 2020 was Citadel Advisors, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2020.