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Caleres
CAL

178 hedge funds and large institutions have $1.29B invested in Caleres in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.17B → $1.29B (+$120M)

0.46% more ownership

Funds ownership: 89.3% → 89.76% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

1% less funds holding

Funds holding: 180 → 178 (-2)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
66
Closed
25
Calls
$1.08M
Puts
–
Net Calls
+$1.08M
Net Calls Change
+$620K

Top Buyers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
+$23.5M
2
Goldman Sachs
Goldman Sachs
New York
+$13.3M
3
Franklin Resources
Franklin Resources
California
+$11M
4
BlackRock
BlackRock
New York
+$4.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$8.02M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$7.02M
3
Morgan Stanley
Morgan Stanley
New York
-$4.9M
4
TCIM
TIAA CREF Investment Management
New York
-$4.68M
5
NFA
Nationwide Fund Advisors
Ohio
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$246K – – –
Allianz Asset Management
127
Allianz Asset Management
Germany
$237K -$1.13M -37,124 -84%
QSS
128
Quantitative Systematic Strategies
Florida
$234K +$213K +7,004 New
MCIM
129
Meadow Creek Investment Management
Georgia
$232K +$22.7K +748 +12%
PA
130
Profund Advisors
Maryland
$227K -$24K -792 -10%
Rafferty Asset Management
131
Rafferty Asset Management
New York
$216K +$195K +6,437 New
Parallax Volatility Advisers
132
Parallax Volatility Advisers
California
$215K +$195K +6,426 New
AB
133
Amalgamated Bank
New York
$204K +$185K +6,079 New
XK
134
Xact Kapitalforvaltning
Sweden
$201K +$182K +5,995 New
AP
135
AHL Partners
United Kingdom
$200K +$182K +5,984 New
EP
136
Elkfork Partners
Oregon
$191K +$18.7K +616 +12%
UBS Group
137
UBS Group
Switzerland
$181K +$5.37K +177 +3%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$179K +$17.8K +585 +12%
FMT
139
First Mercantile Trust
Tennessee
$174K -$41.3K -1,360 -21%
YWP
140
YorkBridge Wealth Partners
New York
$167K – – –
GHCM
141
Glen Harbor Capital Management
California
$150K +$14.7K +484 +12%
MFW
142
Mosaic Family Wealth
Missouri
$140K +$127K +4,171 New
AIP
143
Ameritas Investment Partners
Nebraska
$124K – – –
RCM
144
Riverhead Capital Management
Delaware
$124K +$12.1K +400 +12%
NA
145
Neuburgh Advisers
California
$109K +$10.7K +352 +12%
TCOV
146
Trust Company of Vermont
Vermont
$107K – – –
MGIA
147
Moneta Group Investment Advisors
Missouri
$102K +$92.6K +3,050 New
IAM
148
Integre Asset Management
New York
$75K +$68.3K +2,248 New
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$64K +$22.2K +731 +62%
DCM
150
Delpha Capital Management
New York
$52K +$47.4K +1,562 New
4 5
6
7 8

CAL Hedge Fund Activity: Q4 2017 in Review

178 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q4 2017, worth a combined $1.29B — up 10% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CAL and 23 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 60 added.

The largest buyer was Waddell & Reed Financial, adding an estimated $23.5M. The largest seller was AllianceBernstein, cutting an estimated $8.02M.

  • 178 institutional investors held Caleres (CAL) as of Q4 2017, down from 180 in Q3 2017.
  • Funds reported $1.29B of Caleres stock for Q4 2017, up 10% quarter-over-quarter.
  • 23 funds opened new Caleres positions in Q4 2017 and 25 closed out, a net change of -2 holders.
  • The largest Caleres buyer in Q4 2017 was Waddell & Reed Financial, an estimated $23.5M added.
  • The largest Caleres seller in Q4 2017 was AllianceBernstein, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2017.