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Capri Holdings

476 hedge funds and large institutions have $14.1B invested in Capri Holdings in 2013 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 165 increasing their positions, 154 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 58

17% more funds holding

Funds holding: 406476 (+70)

11% more capital invested

Capital invested by funds: $12.7B → $14.1B (+$1.44B)

1.69% more ownership

Funds ownership: 83.75%85.44% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 154

13% less call options, than puts

Call options by funds: $341M | Put options by funds: $393M

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
476
Holders Change
+70
Holders Change %
+17.24%
% of All Funds
13.82%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.32%
New
132
Increased
165
Reduced
154
Closed
58
Calls
$341M
Puts
$393M
Net Calls
-$52.1M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$984M +$68M +861,963 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$812M -$222M -2,816,061 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$708M +$536M +6,794,406 +353%
Viking Global Investors
4
Viking Global Investors
Connecticut
$677M -$82.9M -1,051,106 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$664M -$78.3M -992,642 -11%
Ameriprise
6
Ameriprise
Minnesota
$659M +$51.2M +649,326 +9%
State Street
7
State Street
Massachusetts
$591M +$321M +4,066,987 +127%
LPC
8
Lone Pine Capital
Connecticut
$496M -$274M -3,471,798 -36%
BIT
9
BlackRock Institutional Trust
California
$425M +$77.9M +987,280 +23%
Wells Fargo
10
Wells Fargo
California
$389M +$111M +1,410,723 +42%
OTPPB
11
Ontario Teachers' Pension Plan Board
Ontario, Canada
$344M +$2.83M +35,822 +0.9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$280M +$104M +1,317,668 +62%
American Century Companies
13
American Century Companies
Missouri
$230M +$5.41M +68,573 +2%
Northern Trust
14
Northern Trust
Illinois
$206M +$77.7M +985,181 +64%
UBS AM
15
UBS AM
Illinois
$202M -$112M -1,424,999 -36%
Invesco
16
Invesco
Georgia
$202M -$397K -5,032 -0.2%
Morgan Stanley
17
Morgan Stanley
New York
$201M +$32.4M +411,005 +20%
BFA
18
BlackRock Fund Advisors
California
$191M +$79.6M +1,008,962 +75%
Calamos Advisors
19
Calamos Advisors
Illinois
$183M -$37.6M -476,385 -17%
MAA
20
Managed Account Advisors
New Jersey
$172M -$18.5M -235,101 -10%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$161M +$2.54M +32,160 +2%
CCI
22
Columbus Circle Investors
$148M -$77.6M -983,297 -35%
DCM
23
Discovery Capital Management
Connecticut
$139M +$50.6M +642,032 +60%
Renaissance Technologies
24
Renaissance Technologies
New York
$132M +$29.7M +375,900 +30%
TCIM
25
TIAA CREF Investment Management
New York
$130M -$9.67M -122,596 -7%

CPRI Hedge Fund Activity: Q4 2013 in Review

476 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q4 2013, worth a combined $14.1B — up 11% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CPRI positions and 58 closed out — a net gain of 74 holders — while 165 added to existing stakes and 154 trimmed.

The largest buyer was Vanguard Group, adding an estimated $536M. The largest seller was Lone Pine Capital, cutting an estimated $274M.

  • 476 institutional investors held Capri Holdings (CPRI) as of Q4 2013, up from 406 in Q3 2013.
  • Funds reported $14.1B of Capri Holdings stock for Q4 2013, up 11% quarter-over-quarter.
  • 132 funds opened new Capri Holdings positions in Q4 2013 and 58 closed out, a net change of +74 holders.
  • The largest Capri Holdings buyer in Q4 2013 was Vanguard Group, an estimated $536M added.
  • The largest Capri Holdings seller in Q4 2013 was Lone Pine Capital, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2013.