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VSXY

Victoria's Secret

233 hedge funds and large institutions have $1.28B invested in Victoria's Secret in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 82 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 94.92%94.7% (-0.22%)

5% less call options, than puts

Call options by funds: $27.9M | Put options by funds: $29.3M

12% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 82

14% less funds holding

Funds holding: 271233 (-38)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less capital invested

Capital invested by funds: $2.53B → $1.28B (-$1.25B)

53% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 68

Holders
233
Holders Change
-38
Holders Change %
-14.02%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
72
Reduced
82
Closed
68
Calls
$27.9M
Puts
$29.3M
Net Calls
-$1.45M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$179M +$78.7M +3,125,130 +44%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$152M -$48.9M -1,942,359 -18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$152M +$20.5M +815,174 +10%
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$118M +$11.3M +448,700 +7%
Morgan Stanley
5
Morgan Stanley
New York
$80.9M +$70.9M +2,813,301 +154%
UBS Group
6
UBS Group
Switzerland
$51.3M +$33M +1,310,269 +80%
State Street
7
State Street
Massachusetts
$50.4M +$9.4M +373,051 +15%
Primecap Management
8
Primecap Management
California
$42M -$601K -23,866 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$42M -$6.66M -264,267 -10%
AQR Capital Management
10
AQR Capital Management
Connecticut
$24.8M +$17.2M +681,602 +91%
CCMLC
11
Cardinal Capital Management LLC (Connecticut)
Connecticut
$20.3M -$988K -39,201 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$19.4M -$393K -15,586 -1%
Charles Schwab
13
Charles Schwab
California
$14.9M +$2.07M +82,300 +11%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$14.9M +$21.4M +847,669 +14,441%
FCM
15
Frontier Capital Management
Massachusetts
$13.5M -$28M -1,111,768 -59%
Millennium Management
16
Millennium Management
New York
$13M +$18.3M +725,952 +3,430%
Norges Bank
17
Norges Bank
Norway
$12.3M -$2.86M -113,437 -14%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$11.8M -$7.71M -306,061 -31%
UBS AM
19
UBS AM
Illinois
$11.5M
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$11.4M +$5.02M +199,216 +44%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.3M -$2.29M -90,856 -12%
TC
22
Towle & Co
Colorado
$11.2M -$103K -4,080 -0.6%
Invesco
23
Invesco
Georgia
$11M +$7.85M +311,530 +97%
Northern Trust
24
Northern Trust
Illinois
$8.16M -$5.1M -202,329 -30%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.78M +$3.15M +124,867 +39%

VSXY Hedge Fund Activity: Q2 2023 in Review

233 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Victoria's Secret (VSXY) for Q2 2023, worth a combined $1.28B — down 49% from $2.53B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VSXY and 32 opened new positions — a net loss of 36 holders — while 82 trimmed existing stakes and 72 added.

The largest buyer was BlackRock, adding an estimated $78.7M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $87.2M sold.

  • 233 institutional investors held Victoria's Secret (VSXY) as of Q2 2023, down from 271 in Q1 2023.
  • Funds reported $1.28B of Victoria's Secret stock for Q2 2023, down 49% quarter-over-quarter.
  • 32 funds opened new Victoria's Secret positions in Q2 2023 and 68 closed out, a net change of -36 holders.
  • The largest Victoria's Secret buyer in Q2 2023 was BlackRock, an estimated $78.7M added.
  • The largest Victoria's Secret seller in Q2 2023 was Point72 Asset Management, an estimated $87.2M sold.

Based on aggregated 13F filings for Q2 2023.