Caleres
CAL
147 hedge funds and large institutions have $196M invested in Caleres in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 41 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 41
4.78% less ownership
Funds ownership: 97.92% → 93.14% (-4.8%)
14% less funds holding
Funds holding: 170 → 147 (-23)
16% less call options, than puts
Call options by funds: $370K | Put options by funds: $440K
51% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 41
79% less capital invested
Capital invested by funds: $943M → $196M (-$746M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.38M |
| 3 |
JP Morgan Chase
New York
|
+$4.31M |
| 4 |
D.E. Shaw & Co
New York
|
+$4.29M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$21.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$21M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$14.5M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$8.8M |
| 5 |
RA
Royce & Associates
New York
|
-$8.67M |
CAL Hedge Fund Activity: Q1 2020 in Review
147 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Caleres (CAL) for Q1 2020, worth a combined $196M — down 79% from $943M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of CAL and 20 opened new positions — a net loss of 21 holders — while 41 trimmed existing stakes and 66 added.
The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Victory Capital Management, cutting an estimated $21.5M.
- 147 institutional investors held Caleres (CAL) as of Q1 2020, down from 170 in Q4 2019.
- Funds reported $196M of Caleres stock for Q1 2020, down 79% quarter-over-quarter.
- 20 funds opened new Caleres positions in Q1 2020 and 41 closed out, a net change of -21 holders.
- The largest Caleres buyer in Q1 2020 was Morgan Stanley, an estimated $10.7M added.
- The largest Caleres seller in Q1 2020 was Victory Capital Management, an estimated $21.5M sold.
Based on aggregated 13F filings for Q1 2020.