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838 hedge funds and large institutions have $18.6B invested in VF Corp in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 283 increasing their positions, 361 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $43.8M

1.26% less ownership

Funds ownership: 88.42%87.16% (-1.3%)

16% less funds holding

Funds holding: 1,003838 (-165)

22% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 361

47% less capital invested

Capital invested by funds: $35.2B → $18.6B (-$16.6B)

68% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 229

88% less funds holding in top 10

Funds holding in top 10: 172 (-15)

Holders
838
Holders Change
-165
Holders Change %
-16.45%
% of All Funds
18.47%
Holding in Top 10
2
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-88.24%
% of All Funds
0.04%
New
73
Increased
283
Reduced
361
Closed
229
Calls
$59.5M
Puts
$43.8M
Net Calls
+$15.7M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
51
Ardevora Asset Management
United Kingdom
$35.5M +$4.46M +57,272 +10%
AllianceBernstein
52
AllianceBernstein
Tennessee
$33.9M -$32M -410,836 -40%
CS
53
Credit Suisse
Switzerland
$33.8M +$5.05M +64,809 +12%
Deutsche Bank
54
Deutsche Bank
Germany
$32.9M -$7.71M -98,950 -14%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$32.5M -$3.8M -48,740 -8%
FPCG
56
Fort Pitt Capital Group
Pennsylvania
$31.6M +$137K +1,759 +0.3%
ACM
57
Argent Capital Management
Missouri
$31M -$2.19M -28,142 -5%
CI
58
Conning Inc
Connecticut
$30.9M +$4.35M +55,769 +11%
APG Asset Management
59
APG Asset Management
Netherlands
$30.7M +$11.4M +146,175 +35%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$30.6M -$160K -2,054 -0.4%
SBH
61
Segall Bryant & Hamill
Illinois
$28.9M +$1.21M +15,482 +3%
Primecap Management
62
Primecap Management
California
$27.9M -$5.46M -70,000 -12%
AQR Capital Management
63
AQR Capital Management
Connecticut
$27.8M -$24.1M -309,720 -38%
National Pension Service
64
National Pension Service
South Korea
$26M +$465K +5,961 +1%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$25.9M +$4.97M +63,748 +15%
UB
66
UMB Bank
Missouri
$25.6M -$10.5M -135,097 -22%
GTP
67
Global Thematic Partners
New York
$25.3M +$5.77M +74,078 +19%
US Bancorp
68
US Bancorp
Minnesota
$24.5M -$868K -11,143 -2%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$24.3M -$17.8K -228 -0.1%
WFMPM
70
Woodley Farra Manion Portfolio Management
Indiana
$23.5M -$889K -11,410 -3%
EVM
71
Eaton Vance Management
Massachusetts
$23M -$100K -1,289 -0.3%
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
$22.5M -$33.8M -433,716 -51%
SIC
73
Schwartz Investment Counsel
Michigan
$22.1M +$5.84M +75,000 +22%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$21.5M +$460K +5,900 +2%
Franklin Resources
75
Franklin Resources
California
$21.4M +$1.15M +14,784 +4%

VFC Hedge Fund Activity: Q1 2020 in Review

838 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VF Corp (VFC) for Q1 2020, worth a combined $18.6B — down 47% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 229 funds closed out of VFC and 73 opened new positions — a net loss of 156 holders — while 361 trimmed existing stakes and 283 added.

The largest buyer was Wellington Management Group, adding an estimated $779M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $445M sold.

  • 838 institutional investors held VF Corp (VFC) as of Q1 2020, down from 1,003 in Q4 2019.
  • Funds reported $18.6B of VF Corp stock for Q1 2020, down 47% quarter-over-quarter.
  • 73 funds opened new VF Corp positions in Q1 2020 and 229 closed out, a net change of -156 holders.
  • The largest VF Corp buyer in Q1 2020 was Wellington Management Group, an estimated $779M added.
  • The largest VF Corp seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2020.