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Korea Electric Power

119 hedge funds and large institutions have $920M invested in Korea Electric Power in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $213K | Put options by funds: $191K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.42% less ownership

Funds ownership: 9.76%9.33% (-0.42%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

11% less funds holding

Funds holding: 134119 (-15)

17% less capital invested

Capital invested by funds: $1.11B → $920M (-$189M)

39% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 33

Holders
119
Holders Change
-15
Holders Change %
-11.19%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
35
Reduced
39
Closed
33
Calls
$213K
Puts
$191K
Net Calls
+$22K
Net Calls Change
+$711K
Name Holding Trade Value Shares
Change
Change in
Stake
SII
1
Silchester International Investors
United Kingdom
$480M
DSC
2
Donald Smith & Co
New York
$64.4M -$8.06M -509,064 -11%
BlackRock
3
BlackRock
New York
$62.6M +$5.36M +338,457 +9%
Morgan Stanley
4
Morgan Stanley
New York
$34.8M +$7.47M +471,426 +26%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.2M -$1.92M -121,442 -5%
UBS Group
6
UBS Group
Switzerland
$31.4M +$21.8M +1,376,493 +207%
OAG
7
Orbis Allan Gray
Bermuda
$22.4M +$1.17M +73,736 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$17.4M +$506K +31,922 +3%
Northern Trust
9
Northern Trust
Illinois
$13.7M -$2.96M -187,142 -17%
AG
10
Aperio Group
California
$12.9M +$2.05M +129,237 +18%
TC
11
Towle & Co
Colorado
$12.4M -$11.2M -709,484 -47%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$12.2M +$12.6M +794,239 New
PPA
13
Parametric Portfolio Associates
Washington
$11.2M +$914K +57,734 +9%
WIM
14
Waverton Investment Management
United Kingdom
$11.1M +$364K +23,000 +3%
GF
15
Gabelli Funds
New York
$10.1M
LSV Asset Management
16
LSV Asset Management
Illinois
$8.04M -$155K -9,800 -2%
Charles Schwab
17
Charles Schwab
California
$6.78M +$738K +46,600 +12%
CGH
18
Crossmark Global Holdings
Texas
$5.43M -$859K -54,237 -13%
Allianz Asset Management
19
Allianz Asset Management
Germany
$5.38M
H
20
Hexavest
Quebec, Canada
$3.94M +$296K +18,669 +8%
Goldman Sachs
21
Goldman Sachs
New York
$3.9M -$609K -38,438 -13%
State Street
22
State Street
Massachusetts
$3.88M +$298K +18,790 +8%
BIA
23
Barry Investment Advisors
Massachusetts
$3.76M -$258K -16,279 -6%
AssetMark Inc
24
AssetMark Inc
California
$3.46M -$1.94M -122,423 -35%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.13M +$796K +50,232 +33%

KEP Hedge Fund Activity: Q1 2018 in Review

119 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Korea Electric Power (KEP) for Q1 2018, worth a combined $920M — down 17% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of KEP and 20 opened new positions — a net loss of 13 holders — while 39 trimmed existing stakes and 35 added.

The largest buyer was UBS Group, adding an estimated $21.8M. The largest seller was SEI Investments, exiting entirely with an estimated $13.6M sold.

  • 119 institutional investors held Korea Electric Power (KEP) as of Q1 2018, down from 134 in Q4 2017.
  • Funds reported $920M of Korea Electric Power stock for Q1 2018, down 17% quarter-over-quarter.
  • 20 funds opened new Korea Electric Power positions in Q1 2018 and 33 closed out, a net change of -13 holders.
  • The largest Korea Electric Power buyer in Q1 2018 was UBS Group, an estimated $21.8M added.
  • The largest Korea Electric Power seller in Q1 2018 was SEI Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2018.