KMG Chemicals Inc
KMG
KMG was delisted on the 14th of November, 2018.
62 hedge funds and large institutions have $127M invested in KMG Chemicals Inc in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
6% less capital invested
Capital invested by funds: $136M → $127M (-$8.64M)
7% less funds holding
Funds holding: 67 → 62 (-5)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Trigran Investments
Northbrook,
Illinois
|
+$4.61M |
| 2 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$819K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$751K |
| 4 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$739K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCPM
Sagard Capital Partners Management
New York
|
-$2.02M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.97M |
| 3 |
Bank of New York Mellon
New York
|
-$1.9M |
| 4 |
SLG
Stanley-Laman Group
Berwyn,
Pennsylvania
|
-$1.05M |
| 5 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
-$589K |
KMG Hedge Fund Activity: Q1 2014 in Review
62 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in KMG Chemicals Inc (KMG) for Q1 2014, worth a combined $127M — down 6.4% from $136M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KMG and 4 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 28 added.
The largest buyer was Trigran Investments, adding an estimated $4.61M. The largest seller was Sagard Capital Partners Management, exiting entirely with an estimated $2.02M sold.
- 62 institutional investors held KMG Chemicals Inc (KMG) as of Q1 2014, down from 67 in Q4 2013.
- Funds reported $127M of KMG Chemicals Inc stock for Q1 2014, down 6.4% quarter-over-quarter.
- 4 funds opened new KMG Chemicals Inc positions in Q1 2014 and 9 closed out, a net change of -5 holders.
- The largest KMG Chemicals Inc buyer in Q1 2014 was Trigran Investments, an estimated $4.61M added.
- The largest KMG Chemicals Inc seller in Q1 2014 was Sagard Capital Partners Management, an estimated $2.02M sold.
Based on aggregated 13F filings for Q1 2014.