Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
213 hedge funds and large institutions have $2.97B invested in Kate Spade & Company in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 84 reducing their positions, and 15 closing their positions.
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $2.67B → $2.97B (+$299M)
8% more funds holding
Funds holding: 198 → 213 (+15)
6% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 84
16% less call options, than puts
Call options by funds: $37.9M | Put options by funds: $44.9M
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scout Investments
Kansas City,
Missouri
|
+$84.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.2M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$29.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$22.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$60.9M |
| 2 |
CM
Corvex Management
New York
|
-$56.5M |
| 3 |
GA
Glenhill Advisors
New York
|
-$40.5M |
| 4 |
Bank of New York Mellon
New York
|
-$31.4M |
| 5 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
-$16.5M |
KATE Hedge Fund Activity: Q3 2013 in Review
213 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q3 2013, worth a combined $2.97B — up 11% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new KATE positions and 15 closed out — a net gain of 16 holders — while 79 added to existing stakes and 84 trimmed.
The largest buyer was Scout Investments, opening a new position worth an estimated $84.6M. The largest seller was Jana Partners, exiting entirely with an estimated $60.9M sold.
- 213 institutional investors held Kate Spade & Company (KATE) as of Q3 2013, up from 198 in Q2 2013.
- Funds reported $2.97B of Kate Spade & Company stock for Q3 2013, up 11% quarter-over-quarter.
- 31 funds opened new Kate Spade & Company positions in Q3 2013 and 15 closed out, a net change of +16 holders.
- The largest Kate Spade & Company buyer in Q3 2013 was Scout Investments, an estimated $84.6M added.
- The largest Kate Spade & Company seller in Q3 2013 was Jana Partners, an estimated $60.9M sold.
Based on aggregated 13F filings for Q3 2013.