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Caleres

184 hedge funds and large institutions have $1.17B invested in Caleres in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $787K

1.32% more ownership

Funds ownership: 86.22%87.54% (+1.3%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 184184 (0)

2% less capital invested

Capital invested by funds: $1.2B → $1.17B (-$29.2M)

7% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 69

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
184
Holders Change
Holders Change %
0%
% of All Funds
5.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
26
Increased
64
Reduced
69
Closed
24
Calls
$1.01M
Puts
$787K
Net Calls
+$227K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$109M +$1.18M +36,474 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.8M -$1.13M -35,098 -1%
BFA
3
BlackRock Fund Advisors
California
$78.3M +$1.79M +55,392 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$76.1M +$1.5M +46,629 +2%
Wells Fargo
5
Wells Fargo
California
$64.3M +$5.41M +167,772 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$54.7M -$11.6M -360,580 -17%
Franklin Resources
7
Franklin Resources
California
$51.7M -$8.89M -275,700 -14%
State Street
8
State Street
Massachusetts
$37.4M -$1.79M -55,445 -4%
Principal Financial Group
9
Principal Financial Group
Iowa
$33.2M -$858K -26,605 -2%
BIT
10
BlackRock Institutional Trust
California
$31.7M -$719K -22,305 -2%
EIP
11
Epoch Investment Partners
New York
$26.8M -$883K -27,406 -3%
Northern Trust
12
Northern Trust
Illinois
$24.1M +$470K +14,574 +2%
DIA
13
Denver Investment Advisors
Colorado
$22.5M -$2.87M -89,088 -11%
PCMI
14
Paradigm Capital Management Inc
New York
$22.4M +$200K +6,200 +0.9%
SAM
15
Scopus Asset Management
New York
$21.2M +$19.3M +597,562 +623%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.8M +$2.36M +73,336 +15%
JGC
17
J. Goldman & Co
New York
$16.4M +$991K +30,752 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$15.8M +$4.57M +141,847 +38%
DKCM
19
Davidson Kempner Capital Management
New York
$14.5M +$15.3M +475,000 New
Norges Bank
20
Norges Bank
Norway
$14M -$2.13M -66,125 -13%
Ameriprise
21
Ameriprise
Minnesota
$13.9M +$80.6K +2,502 +0.6%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$13.2M
GAM
23
Gotham Asset Management
New York
$13.1M +$84K +2,606 +0.6%
GC
24
Guggenheim Capital
Illinois
$13M -$7.97M -247,175 -37%
RCMC
25
RK Capital Management (Colorado)
Colorado
$12.9M -$2.69M -83,400 -17%

CAL Hedge Fund Activity: Q3 2015 in Review

184 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q3 2015, worth a combined $1.17B — down 2.4% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CAL positions and 24 closed out — a net gain of 2 holders — while 64 added to existing stakes and 69 trimmed.

The largest buyer was Scopus Asset Management, adding an estimated $19.3M. The largest seller was AllianceBernstein, cutting an estimated $11.6M.

  • 184 institutional investors held Caleres (CAL) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $1.17B of Caleres stock for Q3 2015, down 2.4% quarter-over-quarter.
  • 26 funds opened new Caleres positions in Q3 2015 and 24 closed out, a net change of +2 holders.
  • The largest Caleres buyer in Q3 2015 was Scopus Asset Management, an estimated $19.3M added.
  • The largest Caleres seller in Q3 2015 was AllianceBernstein, an estimated $11.6M sold.

Based on aggregated 13F filings for Q3 2015.