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Capri Holdings

528 hedge funds and large institutions have $13.6B invested in Capri Holdings in 2014 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 202 increasing their positions, 173 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 61

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 173

8% more funds holding

Funds holding: 487528 (+41)

3% more capital invested

Capital invested by funds: $13.2B → $13.6B (+$405M)

1.66% less ownership

Funds ownership: 90.17%88.51% (-1.7%)

16% less call options, than puts

Call options by funds: $716M | Put options by funds: $854M

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
528
Holders Change
+41
Holders Change %
+8.42%
% of All Funds
14.08%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
109
Increased
202
Reduced
173
Closed
61
Calls
$716M
Puts
$854M
Net Calls
-$138M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Johnson Investment Counsel
Ohio
$10.8M +$404K +5,420 +4%
Capital Fund Management (CFM)
127
Capital Fund Management (CFM)
France
$9.99M -$5.63M -75,532 -36%
KeyBank National Association
128
KeyBank National Association
Ohio
$9.98M +$1.08M +14,559 +12%
FAB
129
First American Bank
Illinois
$9.94M +$9.86M +132,343 New
Two Sigma Investments
130
Two Sigma Investments
New York
$9.87M -$46.5M -624,155 -83%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$9.41M -$15.3K -205 -0.2%
SIA
132
Sit Investment Associates
Minnesota
$9.27M -$39.1K -525 -0.4%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$9.1M -$3.1M -41,615 -26%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$9.06M +$2.19M +29,440 +32%
IG
135
ING Group
Netherlands
$8.87M +$55.5K +745 +0.6%
ACI
136
AMP Capital Investors
Australia
$8.63M +$558K +7,485 +7%
JHIU
137
Janus Henderson Investors US
Colorado
$8.4M -$113M -1,515,108 -93%
HJMC
138
Hellman Jordan Management Company
Massachusetts
$8.21M +$8.14M +109,265 New
WI
139
WBI Investments
New Jersey
$8.02M +$7.95M +106,723 New
CC
140
Curian Capital
Colorado
$7.87M +$307K +4,122 +4%
SG Americas Securities
141
SG Americas Securities
New York
$7.79M +$5.89M +79,001 +320%
VRS
142
Virginia Retirement Systems
Virginia
$7.67M +$328K +4,402 +5%
RJA
143
Raymond James & Associates
Florida
$7.55M -$167K -2,241 -2%
ST
144
Spot Trading
Illinois
$7.52M -$6.66M -89,330 -47%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$7.48M -$1.15M -15,400 -13%
HC
146
Hourglass Capital
Texas
$7.35M -$297K -3,987 -4%
CT
147
Cambridge Trust
Massachusetts
$7.28M +$7.22M +96,918 New
Canada Life
148
Canada Life
Manitoba, Canada
$7.24M +$156K +2,100 +2%
FCI
149
Financial Counselors Inc
Kansas
$7.12M +$1.7M +22,797 +32%
BIM
150
Bridgecreek Investment Management
Oklahoma
$6.9M -$667K -8,950 -9%

CPRI Hedge Fund Activity: Q4 2014 in Review

528 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q4 2014, worth a combined $13.6B — up 3.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CPRI positions and 61 closed out — a net gain of 48 holders — while 202 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was T. Rowe Price Associates, cutting an estimated $382M.

  • 528 institutional investors held Capri Holdings (CPRI) as of Q4 2014, up from 487 in Q3 2014.
  • Funds reported $13.6B of Capri Holdings stock for Q4 2014, up 3.1% quarter-over-quarter.
  • 109 funds opened new Capri Holdings positions in Q4 2014 and 61 closed out, a net change of +48 holders.
  • The largest Capri Holdings buyer in Q4 2014 was Fidelity Investments, an estimated $245M added.
  • The largest Capri Holdings seller in Q4 2014 was T. Rowe Price Associates, an estimated $382M sold.

Based on aggregated 13F filings for Q4 2014.