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Capri Holdings

357 hedge funds and large institutions have $4.64B invested in Capri Holdings in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 163 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.52% more ownership

Funds ownership: 80.82%82.34% (+1.5%)

7% less capital invested

Capital invested by funds: $4.99B → $4.64B (-$351M)

10% less funds holding

Funds holding: 398357 (-41)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 163

45% less call options, than puts

Call options by funds: $59.6M | Put options by funds: $108M

52% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 69

Holders
357
Holders Change
-41
Holders Change %
-10.3%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
33
Increased
115
Reduced
163
Closed
69
Calls
$59.6M
Puts
$108M
Net Calls
-$48.9M
Net Calls Change
+$793K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$586M -$16.8M -463,047 -3%
BlackRock
2
BlackRock
New York
$554M +$47.3M +1,301,796 +9%
Flossbach Von Storch
3
Flossbach Von Storch
Germany
$434M +$49.6M +1,366,038 +13%
State Street
4
State Street
Massachusetts
$297M -$18.1M -498,436 -6%
Invesco
5
Invesco
Georgia
$183M -$2.32M -63,785 -1%
APG Asset Management
6
APG Asset Management
Netherlands
$161M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$159M +$40.2M +1,107,385 +34%
AQR Capital Management
8
AQR Capital Management
Connecticut
$156M +$73.5M +2,025,441 +89%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$122M -$7.72M -212,704 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$94.9M +$13.4M +367,960 +16%
TSW
11
Thompson Siegel & Walmsley
Virginia
$93.3M +$18.4M +506,071 +24%
Deutsche Bank
12
Deutsche Bank
Germany
$89.5M -$1.9M -52,202 -2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$86M +$13M +357,661 +17%
Goldman Sachs
14
Goldman Sachs
New York
$74.5M -$8.58M -236,407 -10%
Northern Trust
15
Northern Trust
Illinois
$67.3M -$1.62M -44,602 -2%
Norges Bank
16
Norges Bank
Norway
$63.3M +$145K +3,995 +0.2%
AL
17
AJO LP
Pennsylvania
$53.9M -$39.7M -1,093,047 -42%
AIM
18
ARGA Investment Management
Connecticut
$51.1M +$2.94M +81,000 +6%
GC
19
Guggenheim Capital
Illinois
$50M +$2.13M +58,701 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$33.8M +$1.4M +38,625 +4%
CCMH
21
Cornerstone Capital Management Holdings
New York
$31.4M +$1.98M +54,512 +7%
TCIM
22
TIAA CREF Investment Management
New York
$30.5M -$26.9M -742,194 -47%
Legal & General Group
23
Legal & General Group
United Kingdom
$29.7M +$1.45M +39,949 +5%
Charles Schwab
24
Charles Schwab
California
$29.1M -$1.15M -31,551 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$26.1M +$13.1M +360,050 +100%

CPRI Hedge Fund Activity: Q2 2017 in Review

357 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Capri Holdings (CPRI) for Q2 2017, worth a combined $4.64B — down 7% from $4.99B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of CPRI and 33 opened new positions — a net loss of 36 holders — while 163 trimmed existing stakes and 115 added.

The largest buyer was AQR Capital Management, adding an estimated $73.5M. The largest seller was Wells Fargo, cutting an estimated $47.8M.

  • 357 institutional investors held Capri Holdings (CPRI) as of Q2 2017, down from 398 in Q1 2017.
  • Funds reported $4.64B of Capri Holdings stock for Q2 2017, down 7% quarter-over-quarter.
  • 33 funds opened new Capri Holdings positions in Q2 2017 and 69 closed out, a net change of -36 holders.
  • The largest Capri Holdings buyer in Q2 2017 was AQR Capital Management, an estimated $73.5M added.
  • The largest Capri Holdings seller in Q2 2017 was Wells Fargo, an estimated $47.8M sold.

Based on aggregated 13F filings for Q2 2017.