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195 hedge funds and large institutions have $2.07B invested in Kemper in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,976% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $83K

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

29% more capital invested

Capital invested by funds: $1.61B → $2.07B (+$461M)

19% more funds holding

Funds holding: 164195 (+31)

13% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 56

0.8% less ownership

Funds ownership: 59.31%58.51% (-0.8%)

Holders
195
Holders Change
+31
Holders Change %
+18.9%
% of All Funds
4.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
63
Reduced
56
Closed
12
Calls
$1.72M
Puts
$83K
Net Calls
+$1.64M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$327M +$8.26M +128,035 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$298M +$2.06M +31,955 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$247M +$3.34M +51,730 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$165M -$15.8M -244,480 -9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$150M -$44.6M -692,294 -24%
State Street
6
State Street
Massachusetts
$102M +$984K +15,254 +1%
Fayez Sarofim & Co
7
Fayez Sarofim & Co
Texas
$70.5M -$524K -8,120 -0.8%
WHG
8
Westwood Holdings Group
Texas
$61.5M -$6.89M -106,845 -11%
Northern Trust
9
Northern Trust
Illinois
$55.1M -$1.86M -28,820 -3%
Norges Bank
10
Norges Bank
Norway
$47M -$1.38M -21,428 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38.7M -$2.08M -32,262 -5%
Victory Capital Management
12
Victory Capital Management
Texas
$33.4M +$4.58M +70,992 +17%
HAI
13
Hennessy Advisors Inc
California
$32.2M +$30.2M +468,000 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$27M +$483K +7,491 +2%
Charles Schwab
15
Charles Schwab
California
$24M -$507K -7,860 -2%
WRF
16
Waddell & Reed Financial
Kansas
$14.9M +$11.2M +173,823 +406%
PCM
17
Peregrine Capital Management
Minnesota
$14.8M -$1.07M -16,668 -7%
Principal Financial Group
18
Principal Financial Group
Iowa
$14.3M +$163K +2,521 +1%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$13.8M +$6.21M +96,231 +95%
Morgan Stanley
20
Morgan Stanley
New York
$13.3M +$829K +12,862 +7%
USAA
21
United Services Automobile Association
Texas
$12.8M -$678K -10,515 -5%
JP Morgan Chase
22
JP Morgan Chase
New York
$11.5M +$2.73M +42,323 +34%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$10.7M -$1.46M -22,715 -13%
PPA
24
Parametric Portfolio Associates
Washington
$10.6M -$2.88M -44,678 -22%
Ameriprise
25
Ameriprise
Minnesota
$10.2M -$572K -8,863 -6%

KMPR Hedge Fund Activity: Q4 2017 in Review

195 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kemper (KMPR) for Q4 2017, worth a combined $2.07B — up 29% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new KMPR positions and 12 closed out — a net gain of 31 holders — while 63 added to existing stakes and 56 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $30.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $44.6M.

  • 195 institutional investors held Kemper (KMPR) as of Q4 2017, up from 164 in Q3 2017.
  • Funds reported $2.07B of Kemper stock for Q4 2017, up 29% quarter-over-quarter.
  • 43 funds opened new Kemper positions in Q4 2017 and 12 closed out, a net change of +31 holders.
  • The largest Kemper buyer in Q4 2017 was Hennessy Advisors Inc, an estimated $30.2M added.
  • The largest Kemper seller in Q4 2017 was T. Rowe Price Associates, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2017.