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Kelly Services Class A

129 hedge funds and large institutions have $360M invested in Kelly Services Class A in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 34

45% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $924K

10% less capital invested

Capital invested by funds: $400M → $360M (-$40M)

13% less funds holding

Funds holding: 148129 (-19)

63% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
-19
Holders Change %
-12.84%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
55
Reduced
34
Closed
30
Calls
$1.34M
Puts
$924K
Net Calls
+$412K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44.4M -$703K -42,451 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.9M +$388K +23,441 +1%
BFA
3
BlackRock Fund Advisors
California
$22.3M +$430K +25,950 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$19M -$4.89M -295,208 -20%
Franklin Resources
5
Franklin Resources
California
$18.9M
RA
6
Royce & Associates
New York
$18.3M +$704K +42,500 +4%
VFA
7
Virtus Fund Advisers
Connecticut
$17.4M -$101K -6,097 -0.5%
M2MC
8
Matthew 25 Management Corp
Pennsylvania
$14.2M +$546K +33,000 +4%
Invesco
9
Invesco
Georgia
$12.7M +$10.2M +619,020 +328%
BIT
10
BlackRock Institutional Trust
California
$12.1M -$363K -21,924 -3%
WHG
11
Westwood Holdings Group
Texas
$11.9M +$5.66M +341,646 +82%
State Street
12
State Street
Massachusetts
$8.81M -$107K -6,440 -1%
Norges Bank
13
Norges Bank
Norway
$6.97M -$6.16M -372,137 -46%
AllianceBernstein
14
AllianceBernstein
Tennessee
$6.49M +$411K +24,820 +6%
SCM
15
SG Capital Management
Illinois
$6.44M +$6.81M +411,113 New
SRC
16
Shufro Rose & Co
New York
$5.58M +$2.49M +150,600 +73%
KCM
17
Kennedy Capital Management
Missouri
$5.2M +$807K +48,773 +17%
Northern Trust
18
Northern Trust
Illinois
$5.1M -$156K -9,433 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.04M -$80.7K -4,877 -1%
JGC
20
J. Goldman & Co
New York
$3.72M +$3.93M +237,417 New
LI
21
LMCG Investments
Massachusetts
$3.61M +$1.88M +113,469 +97%
TAM
22
Third Avenue Management
New York
$3.53M
BCM
23
Bridgeway Capital Management
Texas
$3.28M
PCMI
24
Paradigm Capital Management Inc
New York
$3.23M -$465K -28,075 -12%
LSV Asset Management
25
LSV Asset Management
Illinois
$3.1M

KELYA Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q3 2014, worth a combined $360M — down 10% from $400M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of KELYA and 11 opened new positions — a net loss of 19 holders — while 34 trimmed existing stakes and 55 added.

The largest buyer was Invesco, adding an estimated $10.2M. The largest seller was Norges Bank, cutting an estimated $6.16M.

  • 129 institutional investors held Kelly Services Class A (KELYA) as of Q3 2014, down from 148 in Q2 2014.
  • Funds reported $360M of Kelly Services Class A stock for Q3 2014, down 10% quarter-over-quarter.
  • 11 funds opened new Kelly Services Class A positions in Q3 2014 and 30 closed out, a net change of -19 holders.
  • The largest Kelly Services Class A buyer in Q3 2014 was Invesco, an estimated $10.2M added.
  • The largest Kelly Services Class A seller in Q3 2014 was Norges Bank, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2014.