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Kelly Services Class A

131 hedge funds and large institutions have $376M invested in Kelly Services Class A in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

97% more call options, than puts

Call options by funds: $699K | Put options by funds: $354K

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

7% more funds holding

Funds holding: 123131 (+8)

10% less capital invested

Capital invested by funds: $419M → $376M (-$42.7M)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
56
Reduced
34
Closed
9
Calls
$699K
Puts
$354K
Net Calls
+$345K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$44.7M +$142K +8,676 +0.3%
Invesco
2
Invesco
Georgia
$31.2M -$294K -17,941 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31M +$1.1M +67,198 +3%
VFA
4
Virtus Fund Advisers
Connecticut
$27M +$1.58M +96,196 +6%
BFA
5
BlackRock Fund Advisors
California
$26.8M +$1.26M +76,929 +5%
Franklin Resources
6
Franklin Resources
California
$18.5M
JP Morgan Chase
7
JP Morgan Chase
New York
$17.3M -$127K -7,769 -0.7%
RRAM
8
River Road Asset Management
Kentucky
$14.2M +$8.6M +525,180 +132%
BIT
9
BlackRock Institutional Trust
California
$10.8M -$825K -50,379 -7%
RA
10
Royce & Associates
New York
$10.3M -$4.7M -286,980 -30%
WHG
11
Westwood Holdings Group
Texas
$9.03M -$3.29M -201,039 -25%
State Street
12
State Street
Massachusetts
$8.15M +$165K +10,080 +2%
LI
13
LMCG Investments
Massachusetts
$7.49M +$344K +20,987 +4%
M2MC
14
Matthew 25 Management Corp
Pennsylvania
$6.52M -$5.9M -360,000 -46%
Ameriprise
15
Ameriprise
Minnesota
$5.81M +$524K +31,987 +9%
AllianceBernstein
16
AllianceBernstein
Tennessee
$5.7M -$215K -13,140 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.66M +$100K +6,125 +2%
SRC
18
Shufro Rose & Co
New York
$5.39M -$111K -6,800 -2%
Norges Bank
19
Norges Bank
Norway
$5.34M -$848K -51,800 -13%
Northern Trust
20
Northern Trust
Illinois
$4.84M -$10.9K -668 -0.2%
Charles Schwab
21
Charles Schwab
California
$4.48M +$880K +53,755 +23%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.6M +$196K +11,976 +5%
Morgan Stanley
23
Morgan Stanley
New York
$3.39M +$1.14M +69,623 +46%
OA
24
OFI Advisors
Pennsylvania
$3.28M +$605K +36,951 +21%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.02M +$290K +17,684 +10%

KELYA Hedge Fund Activity: Q2 2015 in Review

131 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q2 2015, worth a combined $376M — down 10% from $419M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KELYA positions and 9 closed out — a net gain of 9 holders — while 56 added to existing stakes and 34 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $8.6M. The largest seller was Matthew 25 Management Corp, cutting an estimated $5.9M.

  • 131 institutional investors held Kelly Services Class A (KELYA) as of Q2 2015, up from 123 in Q1 2015.
  • Funds reported $376M of Kelly Services Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 18 funds opened new Kelly Services Class A positions in Q2 2015 and 9 closed out, a net change of +9 holders.
  • The largest Kelly Services Class A buyer in Q2 2015 was River Road Asset Management, an estimated $8.6M added.
  • The largest Kelly Services Class A seller in Q2 2015 was Matthew 25 Management Corp, an estimated $5.9M sold.

Based on aggregated 13F filings for Q2 2015.