Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
229 hedge funds and large institutions have $4.76B invested in Kate Spade & Company in 2014 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 46 closing their positions.
59% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $6.48M
24% more capital invested
Capital invested by funds: $3.84B → $4.76B (+$917M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 46
0% less funds holding
Funds holding: 230 → 229 (-1)
15% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$178M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$152M |
| 3 |
Jennison Associates
New York
|
+$115M |
| 4 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$57.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$62.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$60.5M |
| 3 |
SC
Samlyn Capital
New York
|
-$46.6M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$42.3M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$36.5M |
KATE Hedge Fund Activity: Q1 2014 in Review
229 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q1 2014, worth a combined $4.76B — up 24% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new KATE positions and 46 closed out — a net gain of 1 holder — while 76 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $178M. The largest seller was Wellington Management Group, cutting an estimated $62.9M.
- 229 institutional investors held Kate Spade & Company (KATE) as of Q1 2014, down from 230 in Q4 2013.
- Funds reported $4.76B of Kate Spade & Company stock for Q1 2014, up 24% quarter-over-quarter.
- 47 funds opened new Kate Spade & Company positions in Q1 2014 and 46 closed out, a net change of +1 holder.
- The largest Kate Spade & Company buyer in Q1 2014 was Fidelity Investments, an estimated $178M added.
- The largest Kate Spade & Company seller in Q1 2014 was Wellington Management Group, an estimated $62.9M sold.
Based on aggregated 13F filings for Q1 2014.