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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
MA
151
MUFG Americas
New York
$45K +$1.52K +50 +4%
LIA
152
LS Investment Advisors
Michigan
$42K -$7.99K -263 -17%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$37K +$16.7K +549 +98%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$36K -$50.5K -1,662 -60%
Pacer Advisors
155
Pacer Advisors
Pennsylvania
$35K -$25K -824 -44%
AssetMark Inc
156
AssetMark Inc
California
$35K -$1.34K -44 -4%
VCM
157
Versant Capital Management
Arizona
$34K – – –
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$29K -$65.9K -2,170 -71%
KF
159
Krilogy Financial
Missouri
$27K -$6.07K -200 -20%
SWA
160
Sutton Wealth Advisors
Florida
$21.8K – – –
FANJ
161
Financial Architects (New Jersey)
New Jersey
$13K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$10K -$153K -5,029 -94%
GAM
163
Gemmer Asset Management
California
$6K +$213 +7 +4%
ASN
164
Advisory Services Network
Georgia
$5K – – –
IA
165
IFP Advisors
Florida
$5K – – –
CHP
166
Cable Hill Partners
Oregon
$4K – – –
CPIG
167
Chicago Partners Investment Group
Illinois
$4K – – –
IWM
168
IHT Wealth Management
Illinois
$4K – – –
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.4K +112 New
QCG
170
Quadrant Capital Group
Ohio
$3K – – –
PGA
171
Premia Global Advisors
Florida
$3K +$3.46K +114 New
AAM
172
Advisors Asset Management
Colorado
$1K – – –
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$1K – – –
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1K – – –
QI
175
QS Investors
New York
$1K – – –
5 6
7
8 9

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.