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Kenon Holdings

46 hedge funds and large institutions have $240M invested in Kenon Holdings in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

101% more capital invested

Capital invested by funds: $119M → $240M (+$121M)

24% more funds holding

Funds holding: 3746 (+9)

7.04% more ownership

Funds ownership: 6.43%13.48% (+7%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AS
1
Altshuler Shaham
Israel
$120M +$130M +3,615,360 New
CI
2
Clal Insurance
Israel
$55.8M -$84.2K -2,339 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.1M +$281K +7,792 +2%
MIH
4
Meitav Investment House
Israel
$11.9M -$2.81M -77,949 -18%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$9.07M +$9.9M +274,718 New
Goldman Sachs
6
Goldman Sachs
New York
$3.48M +$946K +26,277 +33%
UBS Group
7
UBS Group
Switzerland
$3.35M -$1.44M -39,983 -28%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$3.21M -$1.66M -46,168 -32%
BlackRock
9
BlackRock
New York
$2.63M +$50.4K +1,399 +2%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$1.8M +$1.96M +54,536 New
Swiss National Bank
11
Swiss National Bank
Switzerland
$1.49M
Renaissance Technologies
12
Renaissance Technologies
New York
$1.34M -$299K -8,313 -17%
Jane Street
13
Jane Street
New York
$1.25M +$357K +9,925 +36%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.18M -$10.3K -287 -0.8%
Citigroup
15
Citigroup
New York
$823K +$885K +24,563 +6,748%
Marshall Wace
16
Marshall Wace
United Kingdom
$729K -$305K -8,460 -28%
JP Morgan Chase
17
JP Morgan Chase
New York
$572K -$2.81M -78,068 -82%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$569K +$37.8K +1,050 +6%
FIM
19
Freedom Investment Management
Connecticut
$514K +$182K +5,043 +48%
Invesco
20
Invesco
Georgia
$506K +$266K +7,377 +93%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$479K +$274K +7,600 +110%
Bank of America
22
Bank of America
North Carolina
$466K +$476K +13,203 +1,424%
CS
23
Credit Suisse
Switzerland
$451K -$40.2K -1,116 -8%
YMRC
24
Yorktown Management & Research Company
Virginia
$429K +$252K +7,000 +117%
AllianceBernstein
25
AllianceBernstein
Tennessee
$284K

KEN Hedge Fund Activity: Q4 2022 in Review

46 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Kenon Holdings (KEN) for Q4 2022, worth a combined $240M — up 101% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KEN positions and 1 closed out — a net gain of 9 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $2.81M.

  • 46 institutional investors held Kenon Holdings (KEN) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $240M of Kenon Holdings stock for Q4 2022, up 101% quarter-over-quarter.
  • 10 funds opened new Kenon Holdings positions in Q4 2022 and 1 closed out, a net change of +9 holders.
  • The largest Kenon Holdings buyer in Q4 2022 was Altshuler Shaham, an estimated $130M added.
  • The largest Kenon Holdings seller in Q4 2022 was JP Morgan Chase, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2022.