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Urban Outfitters

305 hedge funds and large institutions have $2.93B invested in Urban Outfitters in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 79 increasing their positions, 120 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

47% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $31.7M

22% more capital invested

Capital invested by funds: $2.41B → $2.93B (+$527M)

8% more funds holding

Funds holding: 283305 (+22)

0.16% more ownership

Funds ownership: 72.7%72.86% (+0.16%)

34% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 120

Holders
305
Holders Change
+22
Holders Change %
+7.77%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
59
Increased
79
Reduced
120
Closed
36
Calls
$46.8M
Puts
$31.7M
Net Calls
+$15.1M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$415M -$3.4M -82,942 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$15.7M +382,135 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$270M -$15.9M -387,271 -6%
State Street
4
State Street
Massachusetts
$120M +$2.85M +69,417 +3%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$107M +$3.78M +92,051 +4%
Fisher Asset Management
6
Fisher Asset Management
Washington
$75M -$3.9M -95,081 -5%
Morgan Stanley
7
Morgan Stanley
New York
$64.5M -$35.9M -875,240 -37%
TCAM
8
Turtle Creek Asset Management
Ontario, Canada
$63.7M -$36.1M -879,190 -37%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$61.9M +$58.5M +1,425,440 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61M +$1.71M +41,682 +3%
American Century Companies
11
American Century Companies
Missouri
$56M +$8.04M +196,087 +18%
Charles Schwab
12
Charles Schwab
California
$46.3M +$568K +13,842 +1%
Marshall Wace
13
Marshall Wace
United Kingdom
$45.9M -$25.3M -616,284 -37%
CCM
14
Candlestick Capital Management
Connecticut
$45.3M +$42.8M +1,042,614 New
N
15
Nuveen
North Carolina
$45M +$216K +5,260 +0.5%
Goldman Sachs
16
Goldman Sachs
New York
$44.5M -$595K -14,506 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.4M -$2.89M -70,488 -6%
SAM
18
Scopus Asset Management
New York
$43.4M +$41M +1,000,000 New
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$43.2M +$40.8M +995,046 New
SC
20
Samlyn Capital
New York
$41.4M +$39.1M +953,753 New
Norges Bank
21
Norges Bank
Norway
$34.5M +$13.8M +336,871 +74%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$33.4M -$4.41M -107,500 -12%
JP Morgan Chase
23
JP Morgan Chase
New York
$32.6M -$159K -3,883 -0.5%
Macquarie Group
24
Macquarie Group
Australia
$29.7M +$28M +683,942 New
SFM
25
Systematic Financial Management
New Jersey
$29.6M -$688K -16,764 -2%

URBN Hedge Fund Activity: Q1 2024 in Review

305 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Urban Outfitters (URBN) for Q1 2024, worth a combined $2.93B — up 22% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new URBN positions and 36 closed out — a net gain of 23 holders — while 79 added to existing stakes and 120 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $58.5M. The largest seller was Citadel Advisors, cutting an estimated $69.5M.

  • 305 institutional investors held Urban Outfitters (URBN) as of Q1 2024, up from 283 in Q4 2023.
  • Funds reported $2.93B of Urban Outfitters stock for Q1 2024, up 22% quarter-over-quarter.
  • 59 funds opened new Urban Outfitters positions in Q1 2024 and 36 closed out, a net change of +23 holders.
  • The largest Urban Outfitters buyer in Q1 2024 was Balyasny Asset Management, an estimated $58.5M added.
  • The largest Urban Outfitters seller in Q1 2024 was Citadel Advisors, an estimated $69.5M sold.

Based on aggregated 13F filings for Q1 2024.