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Caleres

173 hedge funds and large institutions have $997M invested in Caleres in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 61

3.16% more ownership

Funds ownership: 85.33%88.49% (+3.2%)

14% less funds holding

Funds holding: 200173 (-27)

17% less capital invested

Capital invested by funds: $1.2B → $997M (-$206M)

41% less call options, than puts

Call options by funds: $386K | Put options by funds: $649K

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
-27
Holders Change %
-13.5%
% of All Funds
4.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
70
Reduced
61
Closed
43
Calls
$386K
Puts
$649K
Net Calls
-$263K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$138M +$157M +5,230,525 +45,530%
Vanguard Group
2
Vanguard Group
Pennsylvania
$100M +$6.4M +212,710 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$85.1M +$5.82M +193,349 +6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$73.6M +$4.12M +137,036 +5%
Victory Capital Management
5
Victory Capital Management
Texas
$43M +$5.05M +167,846 +11%
Franklin Resources
6
Franklin Resources
California
$36.9M +$33.8K +1,125 +0.1%
Principal Financial Group
7
Principal Financial Group
Iowa
$30.8M -$30.5K -1,014 -0.1%
State Street
8
State Street
Massachusetts
$30.6M +$1.56M +51,954 +5%
Norges Bank
9
Norges Bank
Norway
$30.2M +$9.81M +326,147 +40%
RA
10
Royce & Associates
New York
$27.6M +$4.46M +148,213 +17%
PCMI
11
Paradigm Capital Management Inc
New York
$23.5M +$313K +10,400 +1%
Northern Trust
12
Northern Trust
Illinois
$20.5M -$391K -12,998 -2%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$20.1M +$22.7M +754,046 +11,937%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$17.4M +$780K +25,941 +4%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$15.1M +$2.77M +92,070 +19%
JP Morgan Chase
16
JP Morgan Chase
New York
$14.9M -$3.59M -119,322 -17%
DIA
17
Denver Investment Advisors
Colorado
$14.9M -$4.92M -163,585 -23%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$13.7M +$833K +27,695 +6%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$11.3M
TA
20
Teachers Advisors
New York
$11.3M +$1.08M +36,073 +9%
Ameriprise
21
Ameriprise
Minnesota
$9.65M +$1.33M +44,188 +14%
Bank of America
22
Bank of America
North Carolina
$9.07M +$2.39M +79,330 +30%
Charles Schwab
23
Charles Schwab
California
$8.45M +$760K +25,281 +9%
PAM
24
Panagora Asset Management
Massachusetts
$8.2M -$417K -13,866 -4%
TCIM
25
TIAA CREF Investment Management
New York
$7.49M +$46.8K +1,556 +0.6%

CAL Hedge Fund Activity: Q1 2017 in Review

173 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q1 2017, worth a combined $997M — down 17% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of CAL and 22 opened new positions — a net loss of 21 holders — while 61 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $157M. The largest seller was Millennium Management, cutting an estimated $14.3M.

  • 173 institutional investors held Caleres (CAL) as of Q1 2017, down from 200 in Q4 2016.
  • Funds reported $997M of Caleres stock for Q1 2017, down 17% quarter-over-quarter.
  • 22 funds opened new Caleres positions in Q1 2017 and 43 closed out, a net change of -21 holders.
  • The largest Caleres buyer in Q1 2017 was BlackRock, an estimated $157M added.
  • The largest Caleres seller in Q1 2017 was Millennium Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2017.