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Kelly Services Class A

128 hedge funds and large institutions have $359M invested in Kelly Services Class A in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $524K | Put options by funds: $294K

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less capital invested

Capital invested by funds: $376M → $359M (-$17.2M)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 131128 (-3)

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
42
Reduced
44
Closed
21
Calls
$524K
Puts
$294K
Net Calls
+$230K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$41.1M -$45.1K -3,093 -0.1%
Invesco
2
Invesco
Georgia
$40M +$11.6M +792,849 +39%
VFA
3
Virtus Fund Advisers
Connecticut
$34.3M +$9.7M +665,400 +38%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.2M +$675K +46,274 +2%
BFA
5
BlackRock Fund Advisors
California
$25.2M +$522K +35,823 +2%
RA
6
Royce & Associates
New York
$16.5M +$7.19M +492,980 +73%
JP Morgan Chase
7
JP Morgan Chase
New York
$16M +$69.7K +4,780 +0.4%
Franklin Resources
8
Franklin Resources
California
$13.9M -$3.28M -225,000 -19%
RRAM
9
River Road Asset Management
Kentucky
$12.5M -$595K -40,816 -4%
BIT
10
BlackRock Institutional Trust
California
$10.2M +$191K +13,112 +2%
LI
11
LMCG Investments
Massachusetts
$8.67M +$1.83M +125,224 +26%
WHG
12
Westwood Holdings Group
Texas
$8.33M +$13K +889 +0.2%
State Street
13
State Street
Massachusetts
$7.83M +$333K +22,863 +4%
DSC
14
Donald Smith & Co
New York
$6.51M +$6.72M +460,626 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.85M +$658K +45,099 +12%
SRC
16
Shufro Rose & Co
New York
$4.9M -$70.7K -4,850 -1%
Northern Trust
17
Northern Trust
Illinois
$4.59M +$128K +8,753 +3%
Charles Schwab
18
Charles Schwab
California
$4.3M +$183K +12,572 +4%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$4.17M +$4.3M +294,592 New
Ameriprise
20
Ameriprise
Minnesota
$3.64M -$1.77M -121,205 -32%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.32M +$2.93K +201 +0.1%
OA
22
OFI Advisors
Pennsylvania
$2.92M -$109K -7,467 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.83M +$54K +3,704 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.63M +$67.1K +4,599 +3%
GCP
25
GSA Capital Partners
United Kingdom
$2.44M +$267K +18,300 +12%

KELYA Hedge Fund Activity: Q3 2015 in Review

128 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q3 2015, worth a combined $359M — down 4.6% from $376M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KELYA and 19 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Invesco, adding an estimated $11.6M. The largest seller was Matthew 25 Management Corp, exiting entirely with an estimated $6.52M sold.

  • 128 institutional investors held Kelly Services Class A (KELYA) as of Q3 2015, down from 131 in Q2 2015.
  • Funds reported $359M of Kelly Services Class A stock for Q3 2015, down 4.6% quarter-over-quarter.
  • 19 funds opened new Kelly Services Class A positions in Q3 2015 and 21 closed out, a net change of -2 holders.
  • The largest Kelly Services Class A buyer in Q3 2015 was Invesco, an estimated $11.6M added.
  • The largest Kelly Services Class A seller in Q3 2015 was Matthew 25 Management Corp, an estimated $6.52M sold.

Based on aggregated 13F filings for Q3 2015.