Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
246 hedge funds and large institutions have $2.36B invested in Kate Spade & Company in 2016 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 45 closing their positions.
152% more call options, than puts
Call options by funds: $133M | Put options by funds: $52.9M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 45
19% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 75
7% more capital invested
Capital invested by funds: $2.2B → $2.36B (+$156M)
4% more funds holding
Funds holding: 236 → 246 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$29M |
| 2 |
Millennium Management
New York
|
+$25.5M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$24.6M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$24.1M |
| 5 |
Bank of New York Mellon
New York
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.7M |
| 2 |
SC
Sculptor Capital
New York
|
-$68.4M |
| 3 |
SC
Samlyn Capital
New York
|
-$38.1M |
| 4 |
MCL
MIK Capital LLC
New York
|
-$34.1M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$29.5M |
KATE Hedge Fund Activity: Q4 2016 in Review
246 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q4 2016, worth a combined $2.36B — up 7.1% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new KATE positions and 45 closed out — a net gain of 12 holders — while 89 added to existing stakes and 75 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $29M. The largest seller was Fidelity Investments, cutting an estimated $75.7M.
- 246 institutional investors held Kate Spade & Company (KATE) as of Q4 2016, up from 236 in Q3 2016.
- Funds reported $2.36B of Kate Spade & Company stock for Q4 2016, up 7.1% quarter-over-quarter.
- 57 funds opened new Kate Spade & Company positions in Q4 2016 and 45 closed out, a net change of +12 holders.
- The largest Kate Spade & Company buyer in Q4 2016 was Wellington Management Group, an estimated $29M added.
- The largest Kate Spade & Company seller in Q4 2016 was Fidelity Investments, an estimated $75.7M sold.
Based on aggregated 13F filings for Q4 2016.