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159 hedge funds and large institutions have $1.3B invested in Kemper in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

12% more capital invested

Capital invested by funds: $1.17B → $1.3B (+$135M)

4% more funds holding

Funds holding: 153159 (+6)

0.95% less ownership

Funds ownership: 58.38%57.43% (-0.95%)

Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
57
Reduced
44
Closed
10
Calls
$697K
Puts
Net Calls
+$697K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$192M -$633K -15,652 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$5.94M +146,749 +5%
BFA
3
BlackRock Fund Advisors
California
$119M +$13.4M +331,675 +14%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$118M -$42.3M -1,045,596 -28%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$104M +$30.5M +752,822 +47%
Capital Research Global Investors
6
Capital Research Global Investors
California
$74.6M -$44.5M -1,100,000 -40%
BIT
7
BlackRock Institutional Trust
California
$62.2M +$1.93M +47,808 +4%
State Street
8
State Street
Massachusetts
$61.6M -$490K -12,113 -0.9%
Fayez Sarofim & Co
9
Fayez Sarofim & Co
Texas
$46.5M -$112K -2,757 -0.3%
Northern Trust
10
Northern Trust
Illinois
$35.8M +$348K +8,587 +1%
Boston Partners
11
Boston Partners
Massachusetts
$25.9M +$2.85M +70,500 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$25.3M +$1.18M +29,056 +5%
Norges Bank
13
Norges Bank
Norway
$24.4M +$1.85M +45,750 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$15M +$893K +22,072 +7%
Charles Schwab
15
Charles Schwab
California
$13.6M +$577K +14,263 +5%
BIM
16
BlackRock Investment Management
Delaware
$13.6M +$1.02M +25,219 +9%
PPA
17
Parametric Portfolio Associates
Washington
$10M +$775K +19,138 +9%
PCM
18
Peregrine Capital Management
Minnesota
$10M +$773K +19,089 +9%
Morgan Stanley
19
Morgan Stanley
New York
$9.46M +$5.16M +127,446 +148%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$8.8M -$287K -7,090 -3%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.46M +$136K +3,353 +2%
USAA
22
United Services Automobile Association
Texas
$7.25M +$443K +10,940 +7%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$7.11M -$89K -2,200 -1%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$6.39M +$5.77M +142,459 New
Ameriprise
25
Ameriprise
Minnesota
$5.82M +$77.5K +1,914 +1%

KMPR Hedge Fund Activity: Q4 2016 in Review

159 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kemper (KMPR) for Q4 2016, worth a combined $1.3B — up 12% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KMPR positions and 10 closed out — a net gain of 9 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $30.5M. The largest seller was Capital Research Global Investors, cutting an estimated $44.5M.

  • 159 institutional investors held Kemper (KMPR) as of Q4 2016, up from 153 in Q3 2016.
  • Funds reported $1.3B of Kemper stock for Q4 2016, up 12% quarter-over-quarter.
  • 19 funds opened new Kemper positions in Q4 2016 and 10 closed out, a net change of +9 holders.
  • The largest Kemper buyer in Q4 2016 was Wellington Management Group, an estimated $30.5M added.
  • The largest Kemper seller in Q4 2016 was Capital Research Global Investors, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2016.