We are live on ! Find out more
CAL icon

Caleres

191 hedge funds and large institutions have $1.31B invested in Caleres in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

7% more funds holding

Funds holding: 178191 (+13)

6% more call options, than puts

Call options by funds: $710K | Put options by funds: $667K

1% more capital invested

Capital invested by funds: $1.29B → $1.31B (+$15.9M)

0.75% more ownership

Funds ownership: 89.76%90.52% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 72

Holders
191
Holders Change
+13
Holders Change %
+7.3%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
53
Reduced
72
Closed
15
Calls
$710K
Puts
$667K
Net Calls
+$43K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$182M +$886K +28,880 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M -$3.69M -120,243 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$122M +$461K +15,040 +0.4%
Franklin Resources
4
Franklin Resources
California
$73.9M +$25.7M +836,772 +61%
AllianceBernstein
5
AllianceBernstein
Tennessee
$64.1M -$15.7M -510,830 -21%
Victory Capital Management
6
Victory Capital Management
Texas
$60.5M -$5.78M -188,324 -9%
State Street
7
State Street
Massachusetts
$40.3M -$1.02M -33,143 -3%
Principal Financial Group
8
Principal Financial Group
Iowa
$37.4M +$97.9K +3,192 +0.3%
Norges Bank
9
Norges Bank
Norway
$32M -$5.8M -189,202 -17%
PCMI
10
Paradigm Capital Management Inc
New York
$31.4M +$18.4K +600 +0.1%
Northern Trust
11
Northern Trust
Illinois
$27.3M -$425K -13,849 -2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$26.3M -$225K -7,347 -0.9%
WRF
13
Waddell & Reed Financial
Kansas
$26.3M -$240K -7,830 -1%
RA
14
Royce & Associates
New York
$22.5M -$7.36M -239,967 -26%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$20M +$114K +3,704 +0.6%
DGHMC
16
Dalton, Greiner, Hartman, Maher & Co
New York
$18.6M +$875K +28,537 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$18.1M -$129K -4,210 -0.8%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$17.1M +$12.8M +418,543 +458%
MWNA
19
Marshall Wace North America
New York
$16.5M +$14.2M +462,294 +1,556%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$15.6M +$4.25M +138,496 +42%
Charles Schwab
21
Charles Schwab
California
$14.7M +$601K +19,580 +5%
Ameriprise
22
Ameriprise
Minnesota
$14.2M -$380K -12,386 -3%
Millennium Management
23
Millennium Management
New York
$13.7M +$10.5M +341,428 +526%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$13.2M
Geode Capital Management
25
Geode Capital Management
Massachusetts
$12.5M +$47K +1,532 +0.4%

CAL Hedge Fund Activity: Q1 2018 in Review

191 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q1 2018, worth a combined $1.31B — up 1.2% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CAL positions and 15 closed out — a net gain of 14 holders — while 53 added to existing stakes and 72 trimmed.

The largest buyer was Franklin Resources, adding an estimated $25.7M. The largest seller was AllianceBernstein, cutting an estimated $15.7M.

  • 191 institutional investors held Caleres (CAL) as of Q1 2018, up from 178 in Q4 2017.
  • Funds reported $1.31B of Caleres stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 29 funds opened new Caleres positions in Q1 2018 and 15 closed out, a net change of +14 holders.
  • The largest Caleres buyer in Q1 2018 was Franklin Resources, an estimated $25.7M added.
  • The largest Caleres seller in Q1 2018 was AllianceBernstein, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2018.