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Kelly Services Class A

156 hedge funds and large institutions have $540M invested in Kelly Services Class A in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

8% more funds holding

Funds holding: 145156 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $556M → $540M (-$16.4M)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
156
Holders Change
+11
Holders Change %
+7.59%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
47
Reduced
65
Closed
11
Calls
$1.11M
Puts
Net Calls
+$1.11M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$66.9M -$452K -18,541 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41M +$1.39M +57,111 +3%
BFA
3
BlackRock Fund Advisors
California
$35.3M +$36.9K +1,513 +0.1%
Franklin Resources
4
Franklin Resources
California
$31.9M -$9.14M -375,000 -22%
SB
5
Suntrust Banks
Georgia
$28.9M +$29.7M +1,216,653 New
JP Morgan Chase
6
JP Morgan Chase
New York
$26.9M -$764K -31,353 -3%
RA
7
Royce & Associates
New York
$26.6M -$414K -17,000 -1%
M2MC
8
Matthew 25 Management Corp
Pennsylvania
$20.2M +$329K +13,500 +2%
BIT
9
BlackRock Institutional Trust
California
$18.4M +$187K +7,663 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$14.2M -$136K -5,600 -0.9%
State Street
11
State Street
Massachusetts
$13.6M -$604K -24,796 -4%
Northern Trust
12
Northern Trust
Illinois
$8.78M -$640K -26,277 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.33M -$63K -2,584 -0.8%
Norges Bank
14
Norges Bank
Norway
$6.84M
AllianceBernstein
15
AllianceBernstein
Tennessee
$6.63M -$9.81M -402,478 -59%
WHG
16
Westwood Holdings Group
Texas
$6.6M +$12.2K +500 +0.2%
MCC
17
Malaga Cove Capital
California
$6.52M +$229K +9,406 +4%
KCM
18
Kennedy Capital Management
Missouri
$6.19M -$171K -7,011 -3%
Ameriprise
19
Ameriprise
Minnesota
$5.39M +$188K +7,707 +4%
TAM
20
Third Avenue Management
New York
$5.34M
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$5.22M +$499K +20,480 +10%
PCMI
22
Paradigm Capital Management Inc
New York
$5.16M -$2.05M -84,010 -28%
SRC
23
Shufro Rose & Co
New York
$5.08M -$1.26M -51,825 -20%
Invesco
24
Invesco
Georgia
$4.95M -$1.15M -47,251 -18%
CS
25
Credit Suisse
Switzerland
$4.82M +$55.6K +2,283 +1%

KELYA Hedge Fund Activity: Q1 2014 in Review

156 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q1 2014, worth a combined $540M — down 3% from $556M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KELYA positions and 11 closed out — a net gain of 11 holders — while 47 added to existing stakes and 65 trimmed.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $29.7M. The largest seller was AllianceBernstein, cutting an estimated $9.81M.

  • 156 institutional investors held Kelly Services Class A (KELYA) as of Q1 2014, up from 145 in Q4 2013.
  • Funds reported $540M of Kelly Services Class A stock for Q1 2014, down 3% quarter-over-quarter.
  • 22 funds opened new Kelly Services Class A positions in Q1 2014 and 11 closed out, a net change of +11 holders.
  • The largest Kelly Services Class A buyer in Q1 2014 was Suntrust Banks, an estimated $29.7M added.
  • The largest Kelly Services Class A seller in Q1 2014 was AllianceBernstein, an estimated $9.81M sold.

Based on aggregated 13F filings for Q1 2014.