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Kelly Services Class A

148 hedge funds and large institutions have $400M invested in Kelly Services Class A in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

887% more call options, than puts

Call options by funds: $829K | Put options by funds: $84K

51% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 156148 (-8)

26% less capital invested

Capital invested by funds: $540M → $400M (-$140M)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
65
Reduced
43
Closed
25
Calls
$829K
Puts
$84K
Net Calls
+$745K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$49.4M +$1.19M +60,413 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.1M +$499K +25,375 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$25.9M +$7.39M +375,431 +33%
BFA
4
BlackRock Fund Advisors
California
$24M -$1.74M -88,682 -6%
Franklin Resources
5
Franklin Resources
California
$20.7M -$2.75M -140,000 -10%
RA
6
Royce & Associates
New York
$19.3M +$88.5K +4,500 +0.4%
VFA
7
Virtus Fund Advisers
Connecticut
$19.2M +$22M +1,117,447 New
M2MC
8
Matthew 25 Management Corp
Pennsylvania
$15M +$433K +22,000 +3%
Norges Bank
9
Norges Bank
Norway
$14M +$10.4M +528,432 +183%
BIT
10
BlackRock Institutional Trust
California
$13.6M +$359K +18,226 +2%
State Street
11
State Street
Massachusetts
$9.76M -$79.5K -4,039 -0.7%
WHG
12
Westwood Holdings Group
Texas
$7.18M +$2.75M +139,800 +50%
AllianceBernstein
13
AllianceBernstein
Tennessee
$6.69M +$2.17M +110,109 +39%
Northern Trust
14
Northern Trust
Illinois
$5.75M -$690K -35,055 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.61M +$349K +17,741 +6%
CS
16
Credit Suisse
Switzerland
$5.4M +$2.19M +111,454 +55%
KCM
17
Kennedy Capital Management
Missouri
$4.86M +$435K +22,108 +8%
MCC
18
Malaga Cove Capital
California
$4.72M +$237K +12,056 +5%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$4.27M +$594K +30,190 +14%
PCMI
20
Paradigm Capital Management Inc
New York
$4.02M +$330K +16,750 +8%
TAM
21
Third Avenue Management
New York
$3.86M
BCM
22
Bridgeway Capital Management
Texas
$3.59M +$2.52M +128,300 +159%
SRC
23
Shufro Rose & Co
New York
$3.52M -$171K -8,700 -4%
LSV Asset Management
24
LSV Asset Management
Illinois
$3.4M
Charles Schwab
25
Charles Schwab
California
$3.25M +$362K +18,375 +11%

KELYA Hedge Fund Activity: Q2 2014 in Review

148 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q2 2014, worth a combined $400M — down 26% from $540M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KELYA and 17 opened new positions — a net loss of 8 holders — while 43 trimmed existing stakes and 65 added.

The largest buyer was Norges Bank, adding an estimated $10.4M. The largest seller was Suntrust Banks, cutting an estimated $22.9M.

  • 148 institutional investors held Kelly Services Class A (KELYA) as of Q2 2014, down from 156 in Q1 2014.
  • Funds reported $400M of Kelly Services Class A stock for Q2 2014, down 26% quarter-over-quarter.
  • 17 funds opened new Kelly Services Class A positions in Q2 2014 and 25 closed out, a net change of -8 holders.
  • The largest Kelly Services Class A buyer in Q2 2014 was Norges Bank, an estimated $10.4M added.
  • The largest Kelly Services Class A seller in Q2 2014 was Suntrust Banks, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2014.