Kate Spade & Company
KATE
KATE was delisted on the 11th of July, 2017.
279 hedge funds and large institutions have $3B invested in Kate Spade & Company in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 32 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
122% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 32
27% more capital invested
Capital invested by funds: $2.36B → $3B (+$639M)
13% more funds holding
Funds holding: 246 → 279 (+33)
15% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 101
26% less call options, than puts
Call options by funds: $214M | Put options by funds: $290M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$206M |
| 2 |
SHCM
Sachem Head Capital Management
New York
|
+$131M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$79.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$75.6M |
| 5 |
SC
Sculptor Capital
New York
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$86.2M |
| 2 |
Jennison Associates
New York
|
-$62.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.1M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$41.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$39.3M |
KATE Hedge Fund Activity: Q1 2017 in Review
279 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kate Spade & Company (KATE) for Q1 2017, worth a combined $3B — up 27% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new KATE positions and 32 closed out — a net gain of 39 holders — while 86 added to existing stakes and 101 trimmed.
The largest buyer was BlackRock, adding an estimated $206M. The largest seller was Wellington Management Group, cutting an estimated $86.2M.
- 279 institutional investors held Kate Spade & Company (KATE) as of Q1 2017, up from 246 in Q4 2016.
- Funds reported $3B of Kate Spade & Company stock for Q1 2017, up 27% quarter-over-quarter.
- 71 funds opened new Kate Spade & Company positions in Q1 2017 and 32 closed out, a net change of +39 holders.
- The largest Kate Spade & Company buyer in Q1 2017 was BlackRock, an estimated $206M added.
- The largest Kate Spade & Company seller in Q1 2017 was Wellington Management Group, an estimated $86.2M sold.
Based on aggregated 13F filings for Q1 2017.