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Capri Holdings

487 hedge funds and large institutions have $13.2B invested in Capri Holdings in 2014 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 213 increasing their positions, 170 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 170

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

9.63% more ownership

Funds ownership: 80.54%90.17% (+9.6%)

2% less funds holding

Funds holding: 498487 (-11)

9% less capital invested

Capital invested by funds: $14.6B → $13.2B (-$1.38B)

15% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 74

18% less call options, than puts

Call options by funds: $508M | Put options by funds: $617M

Holders
487
Holders Change
-11
Holders Change %
-2.21%
% of All Funds
14.13%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
63
Increased
213
Reduced
170
Closed
74
Calls
$508M
Puts
$617M
Net Calls
-$109M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Virtus Fund Advisers
Connecticut
$6.29M -$185K -2,304 -3%
ARTA
152
A.R.T. Advisors
New York
$6.14M +$1.05M +13,060 +18%
AIG
153
American International Group
New York
$6.04M +$775K +9,638 +13%
SOMRS
154
State of Michigan Retirement System
Michigan
$6M +$836K +10,400 +14%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$6M -$8.29M -103,138 -55%
MCTIC
156
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$5.82M -$173K -2,157 -3%
KCP
157
Kortright Capital Partners
New York
$5.78M +$6.51M +81,000 New
TPSF
158
Texas Permanent School Fund
Texas
$5.69M +$383K +4,767 +6%
Stifel Financial
159
Stifel Financial
Missouri
$5.67M -$2.25M -27,995 -26%
RFC
160
Russell Frank Company
Washington
$5.63M -$35.1M -437,224 -85%
Asset Management One
161
Asset Management One
Japan
$5.51M -$124K -1,540 -2%
MTB
162
Mizuho Trust & Banking
Japan
$5.5M +$304K +3,776 +5%
BMCMI
163
Bryn Mawr Capital Management Inc
Pennsylvania
$5.47M +$3.9M +48,466 +172%
Aviva
164
Aviva
United Kingdom
$5.4M +$38.6K +480 +0.6%
Federated Hermes
165
Federated Hermes
Pennsylvania
$5.38M +$4.23M +52,592 +230%
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.38M +$611K +7,600 +11%
Hudson Bay Capital Management
167
Hudson Bay Capital Management
Connecticut
$5.35M +$6.03M +75,000 New
FCI
168
Financial Counselors Inc
Kansas
$5.14M +$4.55M +56,648 +368%
TSU
169
TD Securities (USA)
New York
$5.13M +$719K +8,949 +14%
CSS
170
Cubist Systematic Strategies
Connecticut
$5.01M +$80.9K +1,007 +1%
LFM
171
Lumina Fund Management
New York
$4.78M +$5.39M +67,000 New
Macquarie Group
172
Macquarie Group
Australia
$4.57M +$3.85M +47,850 +295%
JMPWA
173
JP Morgan Private Wealth Advisors
California
$4.43M -$1M -12,449 -17%
CWM
174
Cabot Wealth Management
Massachusetts
$4.42M +$1.02M +12,707 +26%
HCMT
175
Highland Capital Management (Tennessee)
Tennessee
$4.33M +$79.6K +990 +2%

CPRI Hedge Fund Activity: Q3 2014 in Review

487 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q3 2014, worth a combined $13.2B — down 9.5% from $14.6B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CPRI and 63 opened new positions — a net loss of 11 holders — while 170 trimmed existing stakes and 213 added.

The largest buyer was JP Morgan Chase, adding an estimated $631M. The largest seller was Viking Global Investors, exiting entirely with an estimated $236M sold.

  • 487 institutional investors held Capri Holdings (CPRI) as of Q3 2014, down from 498 in Q2 2014.
  • Funds reported $13.2B of Capri Holdings stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 63 funds opened new Capri Holdings positions in Q3 2014 and 74 closed out, a net change of -11 holders.
  • The largest Capri Holdings buyer in Q3 2014 was JP Morgan Chase, an estimated $631M added.
  • The largest Capri Holdings seller in Q3 2014 was Viking Global Investors, an estimated $236M sold.

Based on aggregated 13F filings for Q3 2014.