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230 hedge funds and large institutions have $3.39B invested in Kemper in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2.97B → $3.39B (+$423M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.46% less ownership

Funds ownership: 69.03%68.56% (-0.46%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

7% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 83

1% less funds holding

Funds holding: 233230 (-3)

Holders
230
Holders Change
-3
Holders Change %
-1.29%
% of All Funds
4.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
77
Reduced
83
Closed
30
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$622K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$477M -$1.95M -25,399 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$386M -$6.59M -85,937 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$304M -$26.3M -343,091 -8%
State Street
4
State Street
Massachusetts
$146M -$294K -3,830 -0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$144M +$738K +9,627 +0.5%
Victory Capital Management
6
Victory Capital Management
Texas
$133M +$10.3M +134,160 +8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$103M +$7.27M +94,763 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$85.4M -$12.1M -157,597 -12%
Northern Trust
9
Northern Trust
Illinois
$83.9M +$1.13M +14,705 +1%
CVA
10
Ceredex Value Advisors
Florida
$82.1M -$3.1M -40,366 -4%
Goldman Sachs
11
Goldman Sachs
New York
$79.2M +$1.15M +15,032 +1%
Fayez Sarofim & Co
12
Fayez Sarofim & Co
Texas
$78.5M
Norges Bank
13
Norges Bank
Norway
$60M -$859K -11,200 -1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$56.4M +$25.5M +331,985 +81%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$54M +$1.88M +24,472 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$52M +$141K +1,838 +0.3%
Principal Financial Group
17
Principal Financial Group
Iowa
$48.8M +$13M +169,642 +36%
Charles Schwab
18
Charles Schwab
California
$45.9M +$2.94M +38,315 +7%
CCM
19
Channing Capital Management
Illinois
$43.2M -$1.31M -17,135 -3%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$43.1M -$11.7M -151,989 -21%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$40.6M -$455K -5,930 -1%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$32.8M +$479K +6,242 +1%
NSCM
23
New South Capital Management
Tennessee
$32.2M +$239K +3,115 +0.7%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$28.5M +$11.6M +151,124 +68%
CIC
25
Chilton Investment Company
Connecticut
$27.6M -$1.12M -14,542 -4%

KMPR Hedge Fund Activity: Q1 2019 in Review

230 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Kemper (KMPR) for Q1 2019, worth a combined $3.39B — up 14% from $2.97B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of KMPR and 28 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 77 added.

The largest buyer was AllianceBernstein, adding an estimated $25.5M. The largest seller was Dimensional Fund Advisors, cutting an estimated $26.3M.

  • 230 institutional investors held Kemper (KMPR) as of Q1 2019, down from 233 in Q4 2018.
  • Funds reported $3.39B of Kemper stock for Q1 2019, up 14% quarter-over-quarter.
  • 28 funds opened new Kemper positions in Q1 2019 and 30 closed out, a net change of -2 holders.
  • The largest Kemper buyer in Q1 2019 was AllianceBernstein, an estimated $25.5M added.
  • The largest Kemper seller in Q1 2019 was Dimensional Fund Advisors, an estimated $26.3M sold.

Based on aggregated 13F filings for Q1 2019.