Caleres
CAL
162 hedge funds and large institutions have $985M invested in Caleres in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 68 reducing their positions, and 29 closing their positions.
0% less capital invested
Capital invested by funds: $988M → $985M (-$2.75M)
2% less funds holding
Funds holding: 166 → 162 (-4)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
32% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 68
43% less call options, than puts
Call options by funds: $491K | Put options by funds: $860K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$18.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$12.8M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$12.5M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$9.36M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$6.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WHV Investments
San Francisco,
California
|
-$16.8M |
| 2 |
Morgan Stanley
New York
|
-$8.61M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.15M |
| 4 |
Two Sigma Investments
New York
|
-$4.85M |
| 5 |
State Street
Boston,
Massachusetts
|
-$3.98M |
CAL Hedge Fund Activity: Q1 2014 in Review
162 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q1 2014, worth a combined $985M — down 0.28% from $988M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of CAL and 26 opened new positions — a net loss of 3 holders — while 68 trimmed existing stakes and 46 added.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $18.7M. The largest seller was WHV Investments, cutting an estimated $16.8M.
- 162 institutional investors held Caleres (CAL) as of Q1 2014, down from 166 in Q4 2013.
- Funds reported $985M of Caleres stock for Q1 2014, down 0.28% quarter-over-quarter.
- 26 funds opened new Caleres positions in Q1 2014 and 29 closed out, a net change of -3 holders.
- The largest Caleres buyer in Q1 2014 was Epoch Investment Partners, an estimated $18.7M added.
- The largest Caleres seller in Q1 2014 was WHV Investments, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2014.