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Kelly Services Class A

126 hedge funds and large institutions have $414M invested in Kelly Services Class A in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $464K | Put options by funds: $240K

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

16% more capital invested

Capital invested by funds: $359M → $414M (+$55.7M)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

2% less funds holding

Funds holding: 128126 (-2)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
47
Reduced
32
Closed
14
Calls
$464K
Puts
$240K
Net Calls
+$224K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$48.5M +$2.78M +173,977 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.9M -$32.8K -2,052 -0.1%
VFA
3
Virtus Fund Advisers
Connecticut
$38.1M -$1.09M -68,499 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.6M +$1.23M +77,012 +4%
BFA
5
BlackRock Fund Advisors
California
$30.8M +$1.99M +124,714 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$17.8M -$476K -29,785 -3%
RA
7
Royce & Associates
New York
$17.1M -$1.74M -108,900 -9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.7M +$14.5M +909,783 +27,166%
RRAM
9
River Road Asset Management
Kentucky
$13.8M -$416K -26,040 -3%
BIT
10
BlackRock Institutional Trust
California
$11.8M +$156K +9,758 +1%
Franklin Resources
11
Franklin Resources
California
$10.2M -$5.53M -346,100 -35%
WHG
12
Westwood Holdings Group
Texas
$9.2M -$308K -19,263 -3%
State Street
13
State Street
Massachusetts
$9.1M +$149K +9,333 +2%
DSC
14
Donald Smith & Co
New York
$7.89M +$451K +28,208 +6%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$7.41M +$2.62M +164,183 +56%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.1M -$578K -36,172 -9%
SRC
17
Shufro Rose & Co
New York
$5.48M -$113K -7,100 -2%
Northern Trust
18
Northern Trust
Illinois
$5.37M +$125K +7,813 +2%
Charles Schwab
19
Charles Schwab
California
$5.21M +$289K +18,094 +6%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.44M +$640K +40,042 +17%
Ameriprise
21
Ameriprise
Minnesota
$4.19M +$29.1K +1,818 +0.7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.29M +$58.7K +3,674 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.16M +$150K +9,358 +5%
O
24
OppenheimerFunds
New York
$2.87M +$2.84M +177,499 New
First Trust Advisors
25
First Trust Advisors
Illinois
$2.45M +$183K +11,462 +8%

KELYA Hedge Fund Activity: Q4 2015 in Review

126 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q4 2015, worth a combined $414M — up 16% from $359M a quarter earlier.

Fund positioning in KELYA was balanced in Q4 2015: 14 funds opened new positions, 14 closed out, 47 added to existing stakes and 32 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $14.5M. The largest seller was Franklin Resources, cutting an estimated $5.53M.

  • 126 institutional investors held Kelly Services Class A (KELYA) as of Q4 2015, down from 128 in Q3 2015.
  • Funds reported $414M of Kelly Services Class A stock for Q4 2015, up 16% quarter-over-quarter.
  • 14 funds opened new Kelly Services Class A positions in Q4 2015 and 14 closed out, a net change of 0 holders.
  • The largest Kelly Services Class A buyer in Q4 2015 was Royal Bank of Canada, an estimated $14.5M added.
  • The largest Kelly Services Class A seller in Q4 2015 was Franklin Resources, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2015.