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Capri Holdings

437 hedge funds and large institutions have $6.35B invested in Capri Holdings in 2016 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 185 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.52% more ownership

Funds ownership: 89.41%89.93% (+0.52%)

5% less funds holding

Funds holding: 460437 (-23)

9% less capital invested

Capital invested by funds: $6.99B → $6.35B (-$648M)

15% less call options, than puts

Call options by funds: $165M | Put options by funds: $195M

16% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 68

22% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 185

Holders
437
Holders Change
-23
Holders Change %
-5%
% of All Funds
10.93%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
57
Increased
145
Reduced
185
Closed
68
Calls
$165M
Puts
$195M
Net Calls
-$29.9M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$38K +$42.5K +894 New
VNA
377
Valley National Advisers
Pennsylvania
$36K
CPA
378
Clear Perspective Advisors
Illinois
$31K +$33.7K +710 New
WAM
379
Wealthspire Advisors (Maryland)
Maryland
$30K -$475 -10 -1%
GLI
380
Guardian Life Insurance
New York
$27K -$1.85K -39 -6%
CHP
381
Cable Hill Partners
Oregon
$21K
PIA
382
Piedmont Investment Advisors
North Carolina
$20.1K +$21.9K +462 +7,700%
KF
383
Krilogy Financial
Missouri
$20K -$5.94K -125 -21%
CBOA
384
Commonwealth Bank of Australia
Australia
$17K -$15.7K -330 -46%
WA
385
Winfield Associates
Ohio
$17K
AssetMark Inc
386
AssetMark Inc
California
$16K -$997 -21 -5%
AWM
387
Avior Wealth Management
Nebraska
$15K
LWM
388
LBA Wealth Management
Florida
$15K +$14.2K +300 +500%
HFM
389
Harvest Fund Management
China
$15K +$17K +357 New
PCM
390
Penserra Capital Management
California
$14K +$2.61K +55 +19%
JCM
391
Jacobi Capital Management
Pennsylvania
$13K
YWP
392
YorkBridge Wealth Partners
New York
$12K +$11.9K +250 New
ECM
393
Estabrook Capital Management
New York
$11.6K
SWA
394
Sutton Wealth Advisors
Florida
$9.2K -$855 -18 -8%
TDC
395
Thompson Davis & Co
Virginia
$9K -$14.2K -300 -60%
HR
396
Howe & Rusling
New York
$9K
BFEC
397
Benjamin F. Edwards & Company
Missouri
$9K +$4.75K +100 +100%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$8K
KT
399
Kanaly Trust
Texas
$7K -$2.85K -60 -27%
FCB
400
First Command Bank
Texas
$7K +$7.84K +165 New

CPRI Hedge Fund Activity: Q4 2016 in Review

437 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q4 2016, worth a combined $6.35B — down 9.3% from $6.99B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of CPRI and 57 opened new positions — a net loss of 11 holders — while 185 trimmed existing stakes and 145 added.

The largest buyer was Invesco, adding an estimated $357M. The largest seller was Franklin Resources, cutting an estimated $144M.

  • 437 institutional investors held Capri Holdings (CPRI) as of Q4 2016, down from 460 in Q3 2016.
  • Funds reported $6.35B of Capri Holdings stock for Q4 2016, down 9.3% quarter-over-quarter.
  • 57 funds opened new Capri Holdings positions in Q4 2016 and 68 closed out, a net change of -11 holders.
  • The largest Capri Holdings buyer in Q4 2016 was Invesco, an estimated $357M added.
  • The largest Capri Holdings seller in Q4 2016 was Franklin Resources, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2016.