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Kelly Services Class A

155 hedge funds and large institutions have $588M invested in Kelly Services Class A in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

73.76% more ownership

Funds ownership: 0%73.76% (+74%)

20% more capital invested

Capital invested by funds: $490M → $588M (+$97.9M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

1% less funds holding

Funds holding: 157155 (-2)

Holders
155
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
54
Reduced
54
Closed
12
Calls
$2.12M
Puts
Net Calls
+$2.12M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$67.4M -$50.7K -2,491 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.9M +$1.76M +86,525 +4%
BFA
3
BlackRock Fund Advisors
California
$56.8M +$6.72M +329,991 +15%
VFA
4
Virtus Fund Advisers
Connecticut
$47.6M -$1.52M -74,587 -3%
RA
5
Royce & Associates
New York
$31.2M +$163K +8,000 +0.6%
Invesco
6
Invesco
Georgia
$22.4M -$15.2M -744,810 -43%
BIT
7
BlackRock Institutional Trust
California
$18.1M -$340K -16,710 -2%
RRAM
8
River Road Asset Management
Kentucky
$15.5M -$1.01M -49,836 -7%
LSV Asset Management
9
LSV Asset Management
Illinois
$15.1M +$3.9M +191,453 +41%
JP Morgan Chase
10
JP Morgan Chase
New York
$14.9M +$1.01M +49,856 +8%
State Street
11
State Street
Massachusetts
$14.6M +$1.11M +54,330 +9%
Norges Bank
12
Norges Bank
Norway
$14.5M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.5M +$2.38M +116,947 +25%
DSC
14
Donald Smith & Co
New York
$11M -$4.92K -242 -0.1%
Charles Schwab
15
Charles Schwab
California
$9.69M +$964K +47,361 +13%
Northern Trust
16
Northern Trust
Illinois
$8.11M +$47.6K +2,341 +0.7%
NC
17
Northpointe Capital
Michigan
$7.62M +$6.77M +332,509 New
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.15M -$22.7K -1,115 -0.4%
WHG
19
Westwood Holdings Group
Texas
$6.55M -$138K -6,775 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.52M +$856K +42,059 +17%
Ameriprise
21
Ameriprise
Minnesota
$5.68M +$84.8K +4,165 +2%
GC
22
Guggenheim Capital
Illinois
$5.51M +$1.4M +68,693 +40%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.94M +$77K +3,783 +2%
Morgan Stanley
24
Morgan Stanley
New York
$4.71M +$600K +29,468 +17%
Wells Fargo
25
Wells Fargo
California
$4.21M +$504K +24,754 +16%

KELYA Hedge Fund Activity: Q4 2016 in Review

155 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q4 2016, worth a combined $588M — up 20% from $490M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KELYA positions and 12 closed out — a net gain of 2 holders — while 54 added to existing stakes and 54 trimmed.

The largest buyer was Northpointe Capital, opening a new position worth an estimated $6.77M. The largest seller was Invesco, cutting an estimated $15.2M.

  • 155 institutional investors held Kelly Services Class A (KELYA) as of Q4 2016, down from 157 in Q3 2016.
  • Funds reported $588M of Kelly Services Class A stock for Q4 2016, up 20% quarter-over-quarter.
  • 14 funds opened new Kelly Services Class A positions in Q4 2016 and 12 closed out, a net change of +2 holders.
  • The largest Kelly Services Class A buyer in Q4 2016 was Northpointe Capital, an estimated $6.77M added.
  • The largest Kelly Services Class A seller in Q4 2016 was Invesco, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2016.