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209 hedge funds and large institutions have $2.2B invested in Kemper in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $130K | Put options by funds: $17K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.4% more ownership

Funds ownership: 80.42%81.83% (+1.4%)

3% less funds holding

Funds holding: 216209 (-7)

11% less capital invested

Capital invested by funds: $2.48B → $2.2B (-$280M)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

16% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 80

Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
67
Reduced
80
Closed
31
Calls
$130K
Puts
$17K
Net Calls
+$113K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$260M -$13.7M -289,409 -4%
BlackRock
2
BlackRock
New York
$217M -$11M -232,919 -4%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$180M +$40.4M +852,100 +25%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$178M -$8.3M -174,913 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$173M +$7.14M +150,584 +4%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$118M -$31.5M -664,649 -19%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$99.1M -$1.16M -24,492 -1%
State Street
8
State Street
Massachusetts
$79.1M -$3.61M -76,063 -4%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$69.8M -$2.33M -49,160 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$50.2M -$2.79M -58,739 -5%
Fayez Sarofim & Co
11
Fayez Sarofim & Co
Texas
$41.7M -$559K -11,775 -1%
Victory Capital Management
12
Victory Capital Management
Texas
$40.8M +$1.49M +31,480 +3%
NSGL
13
No Street GP LP
California
$39.9M +$5.93M +125,000 +15%
NSCM
14
New South Capital Management
Tennessee
$39.3M +$7.5M +158,188 +20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$38.1M -$851K -17,943 -2%
Verition Fund Management
16
Verition Fund Management
Connecticut
$27.6M +$12.7M +267,853 +69%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$26.7M -$80.2K -1,690 -0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$25.7M -$2.23M -47,096 -7%
Bank of America
19
Bank of America
North Carolina
$24.1M +$5.03M +106,099 +23%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$22.7M -$1.63M -34,375 -6%
Norges Bank
21
Norges Bank
Norway
$19.7M
Northern Trust
22
Northern Trust
Illinois
$19.4M -$1.17M -24,752 -5%
Charles Schwab
23
Charles Schwab
California
$17.3M -$136K -2,870 -0.7%
CVA
24
Ceredex Value Advisors
Florida
$16.8M +$3.39M +71,550 +22%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$15.6M +$12.5M +264,313 +245%

KMPR Hedge Fund Activity: Q3 2023 in Review

209 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kemper (KMPR) for Q3 2023, worth a combined $2.2B — down 11% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KMPR and 26 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 67 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $40.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $31.5M.

  • 209 institutional investors held Kemper (KMPR) as of Q3 2023, down from 216 in Q2 2023.
  • Funds reported $2.2B of Kemper stock for Q3 2023, down 11% quarter-over-quarter.
  • 26 funds opened new Kemper positions in Q3 2023 and 31 closed out, a net change of -5 holders.
  • The largest Kemper buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $40.4M added.
  • The largest Kemper seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2023.