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Capri Holdings

398 hedge funds and large institutions have $4.99B invested in Capri Holdings in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 166 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 437398 (-39)

9.12% less ownership

Funds ownership: 89.93%80.82% (-9.1%)

20% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 166

21% less capital invested

Capital invested by funds: $6.35B → $4.99B (-$1.35B)

37% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 84

37% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $134M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
398
Holders Change
-39
Holders Change %
-8.92%
% of All Funds
9.91%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
53
Increased
133
Reduced
166
Closed
84
Calls
$84.8M
Puts
$134M
Net Calls
-$49.7M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$633M +$11.2M +284,826 +2%
BlackRock
2
BlackRock
New York
$533M +$535M +13,606,521 +3,587%
Flossbach Von Storch
3
Flossbach Von Storch
Germany
$404M +$35M +888,690 +9%
State Street
4
State Street
Massachusetts
$331M +$12.8M +325,525 +4%
Invesco
5
Invesco
Georgia
$195M -$123M -3,124,113 -38%
APG Asset Management
6
APG Asset Management
Netherlands
$169M +$22.6M +573,062 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$137M -$10.9M -276,834 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$125M -$33M -839,825 -20%
AL
9
AJO LP
Pennsylvania
$98.3M -$63M -1,599,739 -38%
Deutsche Bank
10
Deutsche Bank
Germany
$96.1M +$47.8M +1,215,374 +93%
Goldman Sachs
11
Goldman Sachs
New York
$87.4M -$41.1M -1,044,746 -31%
AQR Capital Management
12
AQR Capital Management
Connecticut
$87.2M -$105M -2,670,916 -54%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$85.8M +$11.7M +296,881 +15%
TSW
14
Thompson Siegel & Walmsley
Virginia
$78.8M +$18.9M +480,047 +30%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$78.3M +$11.4M +290,921 +17%
Northern Trust
16
Northern Trust
Illinois
$72.5M -$3.18M -80,848 -4%
Norges Bank
17
Norges Bank
Norway
$66.4M -$51.3M -1,304,416 -43%
Wells Fargo
18
Wells Fargo
California
$60.7M -$15.2M -386,569 -20%
TCIM
19
TIAA CREF Investment Management
New York
$60.3M +$862K +21,895 +1%
AIM
20
ARGA Investment Management
Connecticut
$50.7M +$16.5M +419,752 +46%
Morgan Stanley
21
Morgan Stanley
New York
$50.6M -$252M -6,392,671 -83%
GC
22
Guggenheim Capital
Illinois
$50.3M +$11.3M +287,203 +28%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$46M -$30.5M -775,149 -39%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$34.1M +$161K +4,101 +0.5%
Charles Schwab
25
Charles Schwab
California
$31.8M +$7.28K +185 +0%

CPRI Hedge Fund Activity: Q1 2017 in Review

398 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q1 2017, worth a combined $4.99B — down 21% from $6.35B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of CPRI and 53 opened new positions — a net loss of 31 holders — while 166 trimmed existing stakes and 133 added.

The largest buyer was BlackRock, adding an estimated $535M. The largest seller was Morgan Stanley, cutting an estimated $252M.

  • 398 institutional investors held Capri Holdings (CPRI) as of Q1 2017, down from 437 in Q4 2016.
  • Funds reported $4.99B of Capri Holdings stock for Q1 2017, down 21% quarter-over-quarter.
  • 53 funds opened new Capri Holdings positions in Q1 2017 and 84 closed out, a net change of -31 holders.
  • The largest Capri Holdings buyer in Q1 2017 was BlackRock, an estimated $535M added.
  • The largest Capri Holdings seller in Q1 2017 was Morgan Stanley, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.