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KATE

Kate Spade & Company
KATE

Delisted

KATE was delisted on the 11th of July, 2017.

203 hedge funds and large institutions have $2.51B invested in Kate Spade & Company in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 62 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $14.6M

26% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 62

4% less funds holding

Funds holding: 211203 (-8)

12% less capital invested

Capital invested by funds: $2.84B → $2.51B (-$333M)

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
203
Holders Change
-8
Holders Change %
-3.79%
% of All Funds
5.67%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
78
Reduced
62
Closed
44
Calls
$36.3M
Puts
$14.6M
Net Calls
+$21.7M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$334M -$10.5M -524,715 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$326M -$31.8M -1,590,669 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$160M +$2.32M +116,382 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$145M +$23.6M +1,182,911 +18%
SC
5
Samlyn Capital
New York
$111M
Harris Associates
6
Harris Associates
Illinois
$98.3M +$55M +2,754,784 +115%
WRF
7
Waddell & Reed Financial
Kansas
$96.2M +$16.1M +804,632 +19%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$92.7M -$6.78M -339,749 -7%
BFA
9
BlackRock Fund Advisors
California
$77.8M +$1.17M +58,350 +1%
BIT
10
BlackRock Institutional Trust
California
$69.8M +$1.21M +60,807 +2%
Jennison Associates
11
Jennison Associates
New York
$69.7M +$10.4M +519,409 +17%
State Street
12
State Street
Massachusetts
$61.5M +$2.39M +119,599 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$61.2M +$30.9M +1,547,131 +94%
Tiger Global Management
14
Tiger Global Management
New York
$59.7M -$61.4M -3,075,000 -50%
Fisher Asset Management
15
Fisher Asset Management
Washington
$42.7M -$1.07M -53,765 -2%
SAM
16
Scopus Asset Management
New York
$39.7M -$2.9M -145,000 -7%
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$37.9M -$1.58M -79,100 -4%
PC
18
Passport Capital
California
$35.8M +$37.4M +1,875,625 New
TCP
19
Tourbillon Capital Partners
New York
$35.7M +$37.3M +1,867,375 New
BRC
20
Blue Ridge Capital
New York
$35.4M -$12.4M -620,000 -25%
GA
21
Glenhill Advisors
New York
$26.6M +$27.8M +1,393,688 New
FAM
22
Foxhaven Asset Management
Virginia
$25.8M +$1.61M +80,478 +6%
Morgan Stanley
23
Morgan Stanley
New York
$24.6M +$15.5M +778,077 +153%
TCIM
24
TIAA CREF Investment Management
New York
$24.6M +$2.07M +103,472 +9%
Northern Trust
25
Northern Trust
Illinois
$21.2M +$1.28M +64,181 +6%

KATE Hedge Fund Activity: Q3 2015 in Review

203 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q3 2015, worth a combined $2.51B — down 12% from $2.84B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of KATE and 37 opened new positions — a net loss of 7 holders — while 62 trimmed existing stakes and 78 added.

The largest buyer was Harris Associates, adding an estimated $55M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $98.6M sold.

  • 203 institutional investors held Kate Spade & Company (KATE) as of Q3 2015, down from 211 in Q2 2015.
  • Funds reported $2.51B of Kate Spade & Company stock for Q3 2015, down 12% quarter-over-quarter.
  • 37 funds opened new Kate Spade & Company positions in Q3 2015 and 44 closed out, a net change of -7 holders.
  • The largest Kate Spade & Company buyer in Q3 2015 was Harris Associates, an estimated $55M added.
  • The largest Kate Spade & Company seller in Q3 2015 was Tybourne Capital Management, an estimated $98.6M sold.

Based on aggregated 13F filings for Q3 2015.