Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
233 hedge funds and large institutions have $4.07B invested in Kate Spade & Company in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 68 increasing their positions, 85 reducing their positions, and 38 closing their positions.
47% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 38
19% more capital invested
Capital invested by funds: $3.43B → $4.07B (+$636M)
7% more funds holding
Funds holding: 217 → 233 (+16)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 85
26% less call options, than puts
Call options by funds: $19M | Put options by funds: $25.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$70.2M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$34.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$32.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.7M |
| 5 |
JP Morgan Chase
New York
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$74M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$52.7M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$44.3M |
| 4 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$38.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$26M |
KATE Hedge Fund Activity: Q4 2014 in Review
233 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q4 2014, worth a combined $4.07B — up 19% from $3.43B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new KATE positions and 38 closed out — a net gain of 18 holders — while 68 added to existing stakes and 85 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $70.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $74M.
- 233 institutional investors held Kate Spade & Company (KATE) as of Q4 2014, up from 217 in Q3 2014.
- Funds reported $4.07B of Kate Spade & Company stock for Q4 2014, up 19% quarter-over-quarter.
- 56 funds opened new Kate Spade & Company positions in Q4 2014 and 38 closed out, a net change of +18 holders.
- The largest Kate Spade & Company buyer in Q4 2014 was Goldman Sachs, an estimated $70.2M added.
- The largest Kate Spade & Company seller in Q4 2014 was T. Rowe Price Associates, an estimated $74M sold.
Based on aggregated 13F filings for Q4 2014.