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Korea Electric Power

135 hedge funds and large institutions have $1.27B invested in Korea Electric Power in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $615K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

21% more capital invested

Capital invested by funds: $1.05B → $1.27B (+$219M)

0.68% more ownership

Funds ownership: 8.89%9.57% (+0.68%)

8% less funds holding

Funds holding: 146135 (-11)

23% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 35

Holders
135
Holders Change
-11
Holders Change %
-7.53%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
53
Reduced
41
Closed
35
Calls
$1.98M
Puts
$615K
Net Calls
+$1.36M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SII
1
Silchester International Investors
United Kingdom
$538M +$26.8M +1,427,506 +6%
DSC
2
Donald Smith & Co
New York
$93.6M +$9.66M +514,994 +13%
Allianz Asset Management
3
Allianz Asset Management
Germany
$72M -$16.4M -873,077 -20%
BlackRock
4
BlackRock
New York
$65.8M +$58.2M +3,100,576 +4,159%
Vanguard Group
5
Vanguard Group
Pennsylvania
$44.2M +$98.4K +5,242 +0.2%
SEI Investments
6
SEI Investments
Pennsylvania
$38.6M +$23M +1,223,879 +192%
Bank of America
7
Bank of America
North Carolina
$34.9M +$9.82M +523,129 +45%
UBS Group
8
UBS Group
Switzerland
$30.5M +$18.9M +1,005,964 +216%
Morgan Stanley
9
Morgan Stanley
New York
$27M -$19.3M -1,026,869 -44%
Northern Trust
10
Northern Trust
Illinois
$23M +$2.34M +124,918 +13%
OAG
11
Orbis Allan Gray
Bermuda
$22.7M +$9.36M +498,939 +84%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$20.4M +$1.31M +69,929 +8%
Ameriprise
13
Ameriprise
Minnesota
$16.4M +$3.42M +182,132 +30%
LSV Asset Management
14
LSV Asset Management
Illinois
$15.2M -$90.1K -4,800 -0.6%
NI
15
Numeric Investors
Massachusetts
$15M -$15M -799,855 -53%
RFS
16
Rockefeller Financial Services
New York
$14.7M -$31.3K -1,669 -0.2%
AG
17
Aperio Group
California
$14.7M -$625K -33,336 -4%
GF
18
Gabelli Funds
New York
$13.6M
TIM
19
Thornburg Investment Management
New Mexico
$13.3M +$12M +640,654 New
RG
20
Renaissance Group
Kentucky
$12.6M +$896K +47,763 +8%
PPA
21
Parametric Portfolio Associates
Washington
$12.3M +$3.11M +165,814 +39%
Two Sigma Investments
22
Two Sigma Investments
New York
$10.4M -$1.68M -89,323 -15%
Wells Fargo
23
Wells Fargo
California
$9.63M +$872K +46,474 +11%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$8.2M +$7.42M +395,335 New
Deutsche Bank
25
Deutsche Bank
Germany
$7.16M +$5.61M +298,922 +642%

KEP Hedge Fund Activity: Q1 2017 in Review

135 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Korea Electric Power (KEP) for Q1 2017, worth a combined $1.27B — up 21% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of KEP and 27 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 53 added.

The largest buyer was BlackRock, adding an estimated $58.2M. The largest seller was Morgan Stanley, cutting an estimated $19.3M.

  • 135 institutional investors held Korea Electric Power (KEP) as of Q1 2017, down from 146 in Q4 2016.
  • Funds reported $1.27B of Korea Electric Power stock for Q1 2017, up 21% quarter-over-quarter.
  • 27 funds opened new Korea Electric Power positions in Q1 2017 and 35 closed out, a net change of -8 holders.
  • The largest Korea Electric Power buyer in Q1 2017 was BlackRock, an estimated $58.2M added.
  • The largest Korea Electric Power seller in Q1 2017 was Morgan Stanley, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2017.