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Kelly Services Class A

130 hedge funds and large institutions have $395M invested in Kelly Services Class A in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

10% more capital invested

Capital invested by funds: $360M → $395M (+$34.6M)

4% more call options, than puts

Call options by funds: $819K | Put options by funds: $790K

1% more funds holding

Funds holding: 129130 (+1)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
3.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
41
Closed
17
Calls
$819K
Puts
$790K
Net Calls
+$29K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$48M -$219K -13,550 -0.5%
Invesco
2
Invesco
Georgia
$31.4M +$16.8M +1,039,006 +129%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.7M +$448K +27,694 +2%
BFA
4
BlackRock Fund Advisors
California
$27.1M +$2.71M +167,651 +12%
VFA
5
Virtus Fund Advisers
Connecticut
$24.9M +$5.67M +350,798 +32%
Franklin Resources
6
Franklin Resources
California
$20.5M
JP Morgan Chase
7
JP Morgan Chase
New York
$20.2M -$409K -25,324 -2%
RA
8
Royce & Associates
New York
$18.5M -$1.31M -81,000 -7%
M2MC
9
Matthew 25 Management Corp
Pennsylvania
$14.7M -$700K -43,300 -5%
WHG
10
Westwood Holdings Group
Texas
$13M +$105K +6,478 +0.9%
BIT
11
BlackRock Institutional Trust
California
$12.7M -$379K -23,445 -3%
State Street
12
State Street
Massachusetts
$9.61M +$33.9K +2,098 +0.4%
Norges Bank
13
Norges Bank
Norway
$7.95M +$362K +22,425 +5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$6.65M -$378K -23,398 -6%
SRC
15
Shufro Rose & Co
New York
$6.12M +$64.7K +4,000 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.09M +$580K +35,880 +11%
Northern Trust
17
Northern Trust
Illinois
$5.25M -$273K -16,920 -5%
LI
18
LMCG Investments
Massachusetts
$4.23M +$299K +18,481 +8%
Ameriprise
19
Ameriprise
Minnesota
$3.81M +$540K +33,390 +18%
LSV Asset Management
20
LSV Asset Management
Illinois
$3.37M
Charles Schwab
21
Charles Schwab
California
$3.33M +$183K +11,295 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.07M +$25.8K +1,599 +0.9%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.89M +$99K +6,125 +4%
OA
24
OFI Advisors
Pennsylvania
$2.74M +$192K +11,895 +8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.64M +$83.1K +5,141 +3%

KELYA Hedge Fund Activity: Q4 2014 in Review

130 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q4 2014, worth a combined $395M — up 9.6% from $360M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KELYA positions and 17 closed out — a net gain of 3 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was Invesco, adding an estimated $16.8M. The largest seller was SG Capital Management, exiting entirely with an estimated $6.44M sold.

  • 130 institutional investors held Kelly Services Class A (KELYA) as of Q4 2014, up from 129 in Q3 2014.
  • Funds reported $395M of Kelly Services Class A stock for Q4 2014, up 9.6% quarter-over-quarter.
  • 20 funds opened new Kelly Services Class A positions in Q4 2014 and 17 closed out, a net change of +3 holders.
  • The largest Kelly Services Class A buyer in Q4 2014 was Invesco, an estimated $16.8M added.
  • The largest Kelly Services Class A seller in Q4 2014 was SG Capital Management, an estimated $6.44M sold.

Based on aggregated 13F filings for Q4 2014.