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Kelly Services Class A

123 hedge funds and large institutions have $419M invested in Kelly Services Class A in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

34% more call options, than puts

Call options by funds: $695K | Put options by funds: $520K

6% more capital invested

Capital invested by funds: $395M → $419M (+$23.8M)

5% less funds holding

Funds holding: 130123 (-7)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
51
Reduced
35
Closed
17
Calls
$695K
Puts
$520K
Net Calls
+$175K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$50.6M +$1.37M +80,097 +3%
Invesco
2
Invesco
Georgia
$35.8M +$3.5M +204,967 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.1M +$2.52M +147,809 +8%
BFA
4
BlackRock Fund Advisors
California
$29.1M +$1.35M +79,322 +5%
VFA
5
Virtus Fund Advisers
Connecticut
$29M +$3.46M +202,540 +14%
Franklin Resources
6
Franklin Resources
California
$21M
JP Morgan Chase
7
JP Morgan Chase
New York
$19.8M -$905K -53,003 -4%
RA
8
Royce & Associates
New York
$16.7M -$2.17M -127,300 -12%
WHG
9
Westwood Holdings Group
Texas
$13.8M +$389K +22,793 +3%
M2MC
10
Matthew 25 Management Corp
Pennsylvania
$13.7M -$1.31M -76,700 -9%
BIT
11
BlackRock Institutional Trust
California
$13.2M +$171K +10,037 +1%
State Street
12
State Street
Massachusetts
$9.09M -$737K -43,154 -8%
LI
13
LMCG Investments
Massachusetts
$8.14M +$3.72M +218,172 +88%
Norges Bank
14
Norges Bank
Norway
$6.97M -$1.15M -67,605 -14%
RRAM
15
River Road Asset Management
Kentucky
$6.96M +$6.81M +399,109 New
AllianceBernstein
16
AllianceBernstein
Tennessee
$6.71M -$107K -6,250 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.33M +$85.9K +5,030 +1%
SRC
18
Shufro Rose & Co
New York
$6.24M -$31.1K -1,825 -0.5%
Ameriprise
19
Ameriprise
Minnesota
$6.05M +$2.1M +122,820 +55%
Northern Trust
20
Northern Trust
Illinois
$5.52M +$133K +7,791 +3%
Charles Schwab
21
Charles Schwab
California
$4.15M +$726K +42,542 +22%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.88M +$3.8M +222,741 New
Principal Financial Group
23
Principal Financial Group
Iowa
$3.22M +$75.7K +4,436 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.12M +$402K +23,570 +15%
OA
25
OFI Advisors
Pennsylvania
$3.08M +$263K +15,387 +10%

KELYA Hedge Fund Activity: Q1 2015 in Review

123 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q1 2015, worth a combined $419M — up 6% from $395M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KELYA and 14 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 51 added.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $6.81M. The largest seller was LSV Asset Management, exiting entirely with an estimated $3.37M sold.

  • 123 institutional investors held Kelly Services Class A (KELYA) as of Q1 2015, down from 130 in Q4 2014.
  • Funds reported $419M of Kelly Services Class A stock for Q1 2015, up 6% quarter-over-quarter.
  • 14 funds opened new Kelly Services Class A positions in Q1 2015 and 17 closed out, a net change of -3 holders.
  • The largest Kelly Services Class A buyer in Q1 2015 was River Road Asset Management, an estimated $6.81M added.
  • The largest Kelly Services Class A seller in Q1 2015 was LSV Asset Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q1 2015.