Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
202 hedge funds and large institutions have $4.38B invested in Kate Spade & Company in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 55 closing their positions.
30% more call options, than puts
Call options by funds: $15.9M | Put options by funds: $12.3M
8% more capital invested
Capital invested by funds: $4.07B → $4.38B (+$308M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
13% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 83
13% less funds holding
Funds holding: 233 → 202 (-31)
55% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$177M |
| 2 |
Tiger Global Management
New York
|
+$113M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.9M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$68.2M |
| 5 |
SC
Samlyn Capital
New York
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$72.6M |
| 2 |
MGM
Miura Global Management
New York
|
-$53.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$33.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$26.8M |
| 5 |
Neuberger Berman Group
New York
|
-$23.5M |
KATE Hedge Fund Activity: Q1 2015 in Review
202 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q1 2015, worth a combined $4.38B — up 7.6% from $4.07B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of KATE and 25 opened new positions — a net loss of 30 holders — while 83 trimmed existing stakes and 72 added.
The largest buyer was Goldman Sachs, adding an estimated $177M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $72.6M sold.
- 202 institutional investors held Kate Spade & Company (KATE) as of Q1 2015, down from 233 in Q4 2014.
- Funds reported $4.38B of Kate Spade & Company stock for Q1 2015, up 7.6% quarter-over-quarter.
- 25 funds opened new Kate Spade & Company positions in Q1 2015 and 55 closed out, a net change of -30 holders.
- The largest Kate Spade & Company buyer in Q1 2015 was Goldman Sachs, an estimated $177M added.
- The largest Kate Spade & Company seller in Q1 2015 was Columbia Wanger Asset Management, an estimated $72.6M sold.
Based on aggregated 13F filings for Q1 2015.