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Kelly Services Class A

151 hedge funds and large institutions have $558M invested in Kelly Services Class A in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0.44% less ownership

Funds ownership: 73.76%73.32% (-0.44%)

4% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 53

3% less funds holding

Funds holding: 155151 (-4)

5% less capital invested

Capital invested by funds: $588M → $558M (-$30.4M)

Holders
151
Holders Change
-4
Holders Change %
-2.58%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
51
Reduced
53
Closed
9
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.4M +$80.5M +3,669,091 +49,879%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$64.4M +$94.9K +4,327 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.3M +$4.03M +183,473 +7%
VFA
4
Virtus Fund Advisers
Connecticut
$44.6M -$777K -35,420 -2%
RA
5
Royce & Associates
New York
$22.6M -$7.18M -327,100 -24%
Invesco
6
Invesco
Georgia
$20M -$1.39M -63,378 -6%
LSV Asset Management
7
LSV Asset Management
Illinois
$17.5M +$3.14M +143,261 +22%
State Street
8
State Street
Massachusetts
$16.4M +$2.49M +113,572 +18%
Norges Bank
9
Norges Bank
Norway
$13.8M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.1M +$235K +10,693 +2%
RRAM
11
River Road Asset Management
Kentucky
$12.6M -$2.22M -101,310 -15%
DSC
12
Donald Smith & Co
New York
$10.4M -$68.2K -3,108 -0.6%
NC
13
Northpointe Capital
Michigan
$9.98M +$2.73M +124,245 +37%
Charles Schwab
14
Charles Schwab
California
$9.05M -$191K -8,718 -2%
Northern Trust
15
Northern Trust
Illinois
$8.12M +$382K +17,399 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.86M -$6.39M -291,016 -45%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.05M +$232K +10,579 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.93M +$711K +32,392 +11%
Ameriprise
19
Ameriprise
Minnesota
$5.6M +$188K +8,571 +3%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.88M +$172K +7,830 +4%
GC
21
Guggenheim Capital
Illinois
$4.49M -$768K -34,988 -15%
AQR Capital Management
22
AQR Capital Management
Connecticut
$4.02M +$194K +8,846 +5%
O
23
OppenheimerFunds
New York
$3.95M +$623K +28,381 +19%
SRC
24
Shufro Rose & Co
New York
$3.57M -$31.4K -1,433 -0.9%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.42M +$3.44M +156,595 New

KELYA Hedge Fund Activity: Q1 2017 in Review

151 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kelly Services Class A (KELYA) for Q1 2017, worth a combined $558M — down 5.2% from $588M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KELYA positions and 9 closed out — a net gain of 2 holders — while 51 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $80.5M. The largest seller was Royce & Associates, cutting an estimated $7.18M.

  • 151 institutional investors held Kelly Services Class A (KELYA) as of Q1 2017, down from 155 in Q4 2016.
  • Funds reported $558M of Kelly Services Class A stock for Q1 2017, down 5.2% quarter-over-quarter.
  • 11 funds opened new Kelly Services Class A positions in Q1 2017 and 9 closed out, a net change of +2 holders.
  • The largest Kelly Services Class A buyer in Q1 2017 was BlackRock, an estimated $80.5M added.
  • The largest Kelly Services Class A seller in Q1 2017 was Royce & Associates, an estimated $7.18M sold.

Based on aggregated 13F filings for Q1 2017.