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Korea Electric Power

88 hedge funds and large institutions have $956M invested in Korea Electric Power in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

2% more capital invested

Capital invested by funds: $937M → $956M (+$18.5M)

0.02% more ownership

Funds ownership: 8.72%8.74% (+0.02%)

8% less funds holding

Funds holding: 9688 (-8)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
88
Holders Change
-8
Holders Change %
-8.33%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
31
Reduced
27
Closed
12
Calls
$199K
Puts
Net Calls
+$199K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
SII
1
Silchester International Investors
United Kingdom
$550M -$1.51M -89,300 -0.3%
Jennison Associates
2
Jennison Associates
New York
$49.9M +$1.45M +85,440 +3%
DSC
3
Donald Smith & Co
New York
$44.7M +$206K +12,138 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.6M +$1.2M +70,810 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$33.6M +$839K +49,476 +3%
Morgan Stanley
6
Morgan Stanley
New York
$24.7M +$2.33M +137,317 +11%
Northern Trust
7
Northern Trust
Illinois
$22.2M +$12.5M +737,367 +133%
CCM
8
Causeway Capital Management
California
$16.5M +$8.86M +522,855 +58%
RFS
9
Rockefeller Financial Services
New York
$15.8M +$888K +52,353 +6%
GF
10
Gabelli Funds
New York
$12.4M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11.1M -$464K -27,398 -4%
AG
12
Aperio Group
California
$9.43M +$9.31M +549,139 New
PPA
13
Parametric Portfolio Associates
Washington
$9.14M +$700K +41,273 +8%
TWI
14
Thomas White International
Illinois
$8.73M +$370K +21,823 +4%
NI
15
Numeric Investors
Massachusetts
$8.52M -$4.6M -271,294 -35%
RFC
16
Russell Frank Company
Washington
$8.47M -$3.55M -209,670 -30%
U
17
UBS
Switzerland
$8.04M -$965K -56,934 -11%
BFA
18
BlackRock Fund Advisors
California
$7.21M -$2.61M -153,961 -27%
Ameriprise
19
Ameriprise
Minnesota
$7.12M +$572K +33,729 +9%
OH
20
Orbis Holdings
Bermuda
$7.04M +$2.12M +125,203 +44%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$6.72M -$1.15M -68,117 -15%
BG
22
BlackRock Group
United Kingdom
$6.6M -$1.3M -76,506 -17%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$6.21M -$2.29M -134,875 -27%
Deutsche Bank
24
Deutsche Bank
Germany
$5.44M +$4.83M +284,629 +878%
Wells Fargo
25
Wells Fargo
California
$3.54M +$1.33M +78,236 +61%

KEP Hedge Fund Activity: Q1 2014 in Review

88 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Korea Electric Power (KEP) for Q1 2014, worth a combined $956M — up 2% from $937M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KEP and 7 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 31 added.

The largest buyer was Northern Trust, adding an estimated $12.5M. The largest seller was Hexavest, cutting an estimated $8.14M.

  • 88 institutional investors held Korea Electric Power (KEP) as of Q1 2014, down from 96 in Q4 2013.
  • Funds reported $956M of Korea Electric Power stock for Q1 2014, up 2% quarter-over-quarter.
  • 7 funds opened new Korea Electric Power positions in Q1 2014 and 12 closed out, a net change of -5 holders.
  • The largest Korea Electric Power buyer in Q1 2014 was Northern Trust, an estimated $12.5M added.
  • The largest Korea Electric Power seller in Q1 2014 was Hexavest, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2014.