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KEM

KEMET Corporation
KEM

Delisted

KEM was delisted on the 12th of June, 2020.

204 hedge funds and large institutions have $1.55B invested in KEMET Corporation in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 57 increasing their positions, 75 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.8M

62% more capital invested

Capital invested by funds: $960M → $1.55B (+$591M)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

6% less funds holding

Funds holding: 216204 (-12)

24% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 75

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
204
Holders Change
-12
Holders Change %
-5.56%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
46
Increased
57
Reduced
75
Closed
49
Calls
$35.3M
Puts
$18.8M
Net Calls
+$16.6M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M +$5.69M +234,377 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.8M -$891K -36,678 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.6M -$1.3M -53,408 -2%
VI
4
Versor Investments
New York
$82.2M +$73.8M +3,037,146 New
MF
5
Magnetar Financial
Illinois
$77.8M +$69.8M +2,875,899 New
JP Morgan Chase
6
JP Morgan Chase
New York
$50.3M +$26.8M +1,105,640 +147%
AA
7
AQR Arbitrage
Connecticut
$47.2M +$42.4M +1,744,808 New
State Street
8
State Street
Massachusetts
$46M -$779K -32,065 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$41M -$18.8M -775,873 -34%
AllianceBernstein
10
AllianceBernstein
Tennessee
$40.6M +$34.8M +1,434,973 +2,148%
Goldman Sachs
11
Goldman Sachs
New York
$38.8M -$5.32M -219,250 -13%
UBS Group
12
UBS Group
Switzerland
$38.7M +$34.1M +1,403,371 +4,896%
Citigroup
13
Citigroup
New York
$37.4M +$32.5M +1,340,008 +3,148%
OAM
14
Oxford Asset Management
United Kingdom
$30.6M +$27.5M +1,131,235 New
LSV Asset Management
15
LSV Asset Management
Illinois
$29.4M +$367K +15,100 +1%
Northern Trust
16
Northern Trust
Illinois
$24.8M +$100K +4,123 +0.5%
Renaissance Technologies
17
Renaissance Technologies
New York
$23M -$8.74M -360,100 -30%
CCM
18
Channing Capital Management
Illinois
$22M +$19.8M +814,510 New
GIP
19
Granite Investment Partners
California
$21.3M +$168K +6,935 +0.9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.3M +$1.53M +63,111 +9%
RA
21
Royce & Associates
New York
$20.4M +$1.31M +54,000 +8%
DCM
22
Divisar Capital Management
California
$20.4M -$2.46M -101,486 -12%
NPIC
23
Neumeier Poma Investment Counsel
California
$17.5M +$15.7M +646,655 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$17.2M -$13.9M -570,951 -47%
Millennium Management
25
Millennium Management
New York
$16M +$7.78M +320,260 +119%

KEM Hedge Fund Activity: Q4 2019 in Review

204 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KEMET Corporation (KEM) for Q4 2019, worth a combined $1.55B — up 62% from $960M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of KEM and 46 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 57 added.

The largest buyer was Versor Investments, opening a new position worth an estimated $73.8M. The largest seller was Wellington Management Group, cutting an estimated $35M.

  • 204 institutional investors held KEMET Corporation (KEM) as of Q4 2019, down from 216 in Q3 2019.
  • Funds reported $1.55B of KEMET Corporation stock for Q4 2019, up 62% quarter-over-quarter.
  • 46 funds opened new KEMET Corporation positions in Q4 2019 and 49 closed out, a net change of -3 holders.
  • The largest KEMET Corporation buyer in Q4 2019 was Versor Investments, an estimated $73.8M added.
  • The largest KEMET Corporation seller in Q4 2019 was Wellington Management Group, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2019.