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Capri Holdings

498 hedge funds and large institutions have $14.6B invested in Capri Holdings in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 206 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 51

18% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 174

3% more funds holding

Funds holding: 482498 (+16)

0.01% less ownership

Funds ownership: 80.55%80.54% (-0.01%)

4% less capital invested

Capital invested by funds: $15.3B → $14.6B (-$672M)

17% less call options, than puts

Call options by funds: $403M | Put options by funds: $485M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
498
Holders Change
+16
Holders Change %
+3.32%
% of All Funds
14.31%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
70
Increased
206
Reduced
174
Closed
51
Calls
$403M
Puts
$485M
Net Calls
-$82M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCMI
251
Bryn Mawr Capital Management Inc
Pennsylvania
$2.5M +$2.59M +28,216 New
PP
252
PDT Partners
New York
$2.46M -$13.4M -145,679 -84%
LS
253
Livforsakringsbolaget Skandia
Sweden
$2.46M
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$2.43M -$20.2M -220,340 -89%
CWM
255
Calamos Wealth Management
Illinois
$2.29M -$636K -6,920 -21%
TCM
256
Twin Capital Management
Pennsylvania
$2.28M -$125K -1,360 -5%
Axa
257
Axa
France
$2.28M +$954K +10,382 +68%
ECM
258
ETrade Capital Management
Virginia
$2.25M +$269K +2,929 +13%
GA
259
Geneva Advisors
Illinois
$2.25M +$3.86K +42 +0.2%
QT
260
Quantbot Technologies
New York
$2.24M +$2.32M +25,282 New
UF
261
Univest Financial
Pennsylvania
$2.19M +$296K +3,221 +15%
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$2.19M +$1.14M +12,380 +100%
SC
263
Saiers Capital
New York
$2.13M +$873K +9,501 +66%
WAM
264
World Asset Management
Michigan
$2.12M +$6.25K +68 +0.3%
NMERB
265
New Mexico Educational Retirement Board
New Mexico
$2.08M
NCCM
266
Nine Chapters Capital Management
New Jersey
$2.08M +$2.16M +23,500 New
RSS
267
Rosenblum Silverman Sutton
California
$2.07M +$147K +1,600 +7%
PAM
268
Princeton Alpha Management
New Jersey
$2.06M +$2.14M +23,267 New
SC
269
Scholtz & Company
Connecticut
$2.04M +$201K +2,190 +11%
Federated Hermes
270
Federated Hermes
Pennsylvania
$2.02M +$446K +4,858 +27%
Lazard Asset Management
271
Lazard Asset Management
New York
$2.01M +$1.13M +12,327 +120%
SCM
272
Sterling Capital Management
North Carolina
$2M +$384K +4,181 +23%
HCM
273
Herndon Capital Management
Georgia
$1.99M -$115K -1,251 -5%
PC
274
PointState Capital
New York
$1.98M +$2.05M +22,300 New
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$1.96M -$38.1K -415 -2%

CPRI Hedge Fund Activity: Q2 2014 in Review

498 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q2 2014, worth a combined $14.6B — down 4.4% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CPRI positions and 51 closed out — a net gain of 19 holders — while 206 added to existing stakes and 174 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $254M. The largest seller was Viking Global Investors, cutting an estimated $368M.

  • 498 institutional investors held Capri Holdings (CPRI) as of Q2 2014, up from 482 in Q1 2014.
  • Funds reported $14.6B of Capri Holdings stock for Q2 2014, down 4.4% quarter-over-quarter.
  • 70 funds opened new Capri Holdings positions in Q2 2014 and 51 closed out, a net change of +19 holders.
  • The largest Capri Holdings buyer in Q2 2014 was Morgan Stanley, an estimated $254M added.
  • The largest Capri Holdings seller in Q2 2014 was Viking Global Investors, an estimated $368M sold.

Based on aggregated 13F filings for Q2 2014.