Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
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.
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
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
Miami,
Florida
|
+$45.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.3M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$70.1M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$68.4M |
| 3 |
LAM
Lyrical Asset Management
New York
|
-$40.2M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$25.6M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$18.3M |
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.