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KATE

Kate Spade & Company
KATE

Delisted

KATE was delisted on the 11th of July, 2017.

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230 hedge funds and large institutions have $3.84B invested in Kate Spade & Company in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

29% more capital invested

Capital invested by funds: $2.97B → $3.84B (+$867M)

8% more funds holding

Funds holding: 213 → 230 (+17)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

16% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 99

18% less call options, than puts

Call options by funds: $51.3M | Put options by funds: $62.8M

Holders
230
Holders Change
+17
Holders Change %
+7.98%
% of All Funds
6.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
37
Increased
83
Reduced
99
Closed
18
Calls
$51.3M
Puts
$62.8M
Net Calls
-$11.5M
Net Calls Change
-$4.5M

Top Buyers

Rank Fund Capital Flow
1
SCM
Scout Capital Management
New York
+$109M
2
MGM
Miura Global Management
New York
+$65.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$45.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$28M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.1M
2
SI
Scout Investments
Missouri
-$68.4M
3
LAM
Lyrical Asset Management
New York
-$40.2M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$25.6M
5
SAM
Scopus Asset Management
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
226
Ledyard National Bank
$8K +$6.9K +234 New
PTC
227
Private Trust Company
Ohio
$6K -$2.48K -84 -31%
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
$6K – – –
HCC
229
Hirtle Callaghan & Co
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
WA
231
WFG Advisors
Texas
$1K +$1.18K +40 New
BCM
232
Brigade Capital Management
New York
– -$8.81M -350,700 Closed
PC
233
Pier Capital
Connecticut
– -$8.09M -322,056 Closed
LCM
234
Lomas Capital Management
New York
– -$7.33M -291,465 Closed
GA
235
Glenhill Advisors
New York
– -$4.34M -172,608 Closed
CC
236
Coastland Capital
California
– -$3.89M -154,812 Closed
ACM
237
Afton Capital Management
North Carolina
– -$1.49M -59,185 Closed
MSP
238
Madison Street Partners
Colorado
– -$1.27M -50,419 Closed
RTS
239
Round Table Services
New Jersey
– -$884K -35,161 Closed
ICAP
240
Independence Capital Asset Partners
Colorado
– -$569K -22,627 Closed
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
– -$298K -11,875 Closed
AL
242
Airain Ltd
Guernsey
– -$278K -11,066 Closed
UB
243
UMB Bank
Missouri
– -$277 -11,025 Closed
ICRM
244
Insight Capital Research & Management
California
– -$238K -8,987 Closed
FANJ
245
Financial Architects (New Jersey)
New Jersey
– -$45K -1,750 Closed
PAM
246
Panagora Asset Management
Massachusetts
– -$40K -1,600 Closed
ACM
247
Aviance Capital Management
Florida
– -$17K -685 Closed
PP
248
Palladium Partners
Virginia
– -$10K -400 Closed
6 7 8 9
10

KATE Hedge Fund Activity: Q4 2013 in Review

230 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q4 2013, worth a combined $3.84B — up 29% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KATE positions and 18 closed out — a net gain of 19 holders — while 83 added to existing stakes and 99 trimmed.

The largest buyer was Scout Capital Management, opening a new position worth an estimated $109M. The largest seller was Wellington Management Group, cutting an estimated $70.1M.

  • 230 institutional investors held Kate Spade & Company (KATE) as of Q4 2013, up from 213 in Q3 2013.
  • Funds reported $3.84B of Kate Spade & Company stock for Q4 2013, up 29% quarter-over-quarter.
  • 37 funds opened new Kate Spade & Company positions in Q4 2013 and 18 closed out, a net change of +19 holders.
  • The largest Kate Spade & Company buyer in Q4 2013 was Scout Capital Management, an estimated $109M added.
  • The largest Kate Spade & Company seller in Q4 2013 was Wellington Management Group, an estimated $70.1M sold.

Based on aggregated 13F filings for Q4 2013.