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Capri Holdings

406 hedge funds and large institutions have $12.7B invested in Capri Holdings in 2013 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 146 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 36

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

23% more capital invested

Capital invested by funds: $10.3B → $12.7B (+$2.33B)

19% more funds holding

Funds holding: 342406 (+64)

1.33% more ownership

Funds ownership: 82.42%83.75% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 137

11% less call options, than puts

Call options by funds: $270M | Put options by funds: $304M

Holders
406
Holders Change
+64
Holders Change %
+18.71%
% of All Funds
13.16%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.52%
New
105
Increased
146
Reduced
137
Closed
36
Calls
$270M
Puts
$304M
Net Calls
-$34.1M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$955M +$47.2M +676,767 +6%
Jennison Associates
2
Jennison Associates
New York
$839M +$448M +6,431,090 +133%
LPC
3
Lone Pine Capital
Connecticut
$714M +$45.9M +657,954 +7%
Viking Global Investors
4
Viking Global Investors
Connecticut
$700M -$284M -4,081,029 -30%
JP Morgan Chase
5
JP Morgan Chase
New York
$684M +$46.4M +665,342 +8%
Ameriprise
6
Ameriprise
Minnesota
$556M -$28.5M -408,464 -5%
BIT
7
BlackRock Institutional Trust
California
$317M +$9.82M +140,892 +3%
OTPPB
8
Ontario Teachers' Pension Plan Board
Ontario, Canada
$313M -$69.7M -1,000,000 -19%
UBS AM
9
UBS AM
Illinois
$291M -$7.91M -113,481 -3%
Wells Fargo
10
Wells Fargo
California
$252M +$23.2M +332,534 +11%
Winslow Capital Management
11
Winslow Capital Management
Minnesota
$243M +$227M +3,262,303 New
State Street
12
State Street
Massachusetts
$239M +$63.8M +915,551 +40%
CCI
13
Columbus Circle Investors
$209M -$770K -11,045 -0.4%
American Century Companies
14
American Century Companies
Missouri
$206M -$5.73M -82,235 -3%
Calamos Advisors
15
Calamos Advisors
Illinois
$204M -$52.8M -757,213 -22%
Invesco
16
Invesco
Georgia
$185M +$216K +3,098 +0.1%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$179M -$108M -1,550,919 -39%
MAA
18
Managed Account Advisors
New Jersey
$175M +$2.82M +40,470 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$158M +$56.1M +805,133 +61%
Morgan Stanley
20
Morgan Stanley
New York
$154M +$843K +12,098 +0.6%
BCPEM
21
Bain Capital Public Equity Management
Massachusetts
$153M -$51.2M -733,840 -26%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$145M +$50.4M +722,437 +59%
Vanguard Group
23
Vanguard Group
Pennsylvania
$143M +$120M +1,723,748 +864%
RIM
24
Rainier Investment Management
Washington
$143M -$24.6M -352,460 -16%
TCIM
25
TIAA CREF Investment Management
New York
$129M +$11.8M +169,991 +11%

CPRI Hedge Fund Activity: Q3 2013 in Review

406 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q3 2013, worth a combined $12.7B — up 23% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CPRI positions and 36 closed out — a net gain of 69 holders — while 146 added to existing stakes and 137 trimmed.

The largest buyer was Jennison Associates, adding an estimated $448M. The largest seller was Viking Global Investors, cutting an estimated $284M.

  • 406 institutional investors held Capri Holdings (CPRI) as of Q3 2013, up from 342 in Q2 2013.
  • Funds reported $12.7B of Capri Holdings stock for Q3 2013, up 23% quarter-over-quarter.
  • 105 funds opened new Capri Holdings positions in Q3 2013 and 36 closed out, a net change of +69 holders.
  • The largest Capri Holdings buyer in Q3 2013 was Jennison Associates, an estimated $448M added.
  • The largest Capri Holdings seller in Q3 2013 was Viking Global Investors, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2013.