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243 hedge funds and large institutions have $2.55B invested in Kemper in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,982% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $136K

194% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 69

16% more funds holding

Funds holding: 209243 (+34)

16% more capital invested

Capital invested by funds: $2.2B → $2.55B (+$348M)

0.37% less ownership

Funds ownership: 81.83%81.46% (-0.37%)

Holders
243
Holders Change
+34
Holders Change %
+16.27%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
85
Reduced
69
Closed
18
Calls
$2.83M
Puts
$136K
Net Calls
+$2.7M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$302M +$1.23M +28,095 +0.5%
BlackRock
2
BlackRock
New York
$250M -$1.04M -23,723 -0.5%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$212M +$2.81M +64,220 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$209M +$3.34M +76,418 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$200M -$278K -6,348 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$119M +$3.66M +83,618 +4%
State Street
7
State Street
Massachusetts
$96M +$4.01M +91,626 +5%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$88.6M +$6.95M +158,830 +10%
Fayez Sarofim & Co
9
Fayez Sarofim & Co
Texas
$58.7M -$35K -800 -0.1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$50.1M -$7.22M -165,007 -14%
Ameriprise
11
Ameriprise
Minnesota
$47.4M +$26.6M +607,756 +166%
NSCM
12
New South Capital Management
Tennessee
$46.5M +$910K +20,806 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$45.4M +$1.12M +25,501 +3%
NSGL
14
No Street GP LP
California
$45M -$1.09M -25,000 -3%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$37.4M +$5.76M +131,710 +21%
Victory Capital Management
16
Victory Capital Management
Texas
$30.3M -$15.2M -347,841 -36%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.9M -$723K -16,519 -3%
Bank of America
18
Bank of America
North Carolina
$28.3M +$287K +6,559 +1%
Northern Trust
19
Northern Trust
Illinois
$25.4M +$2.7M +61,679 +13%
LCM
20
Lakewood Capital Management
New York
$24.3M +$21.9M +500,000 New
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$22.3M +$18.8M +429,096 +1,510%
Morgan Stanley
22
Morgan Stanley
New York
$21.4M +$9.74M +222,689 +103%
Charles Schwab
23
Charles Schwab
California
$20.9M +$798K +18,247 +4%
P2P
24
Phase 2 Partners
California
$18.9M +$1.88M +42,917 +12%
Invesco
25
Invesco
Georgia
$18.4M +$1.73M +39,523 +12%

KMPR Hedge Fund Activity: Q4 2023 in Review

243 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kemper (KMPR) for Q4 2023, worth a combined $2.55B — up 16% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new KMPR positions and 18 closed out — a net gain of 35 holders — while 85 added to existing stakes and 69 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $112M.

  • 243 institutional investors held Kemper (KMPR) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $2.55B of Kemper stock for Q4 2023, up 16% quarter-over-quarter.
  • 53 funds opened new Kemper positions in Q4 2023 and 18 closed out, a net change of +35 holders.
  • The largest Kemper buyer in Q4 2023 was Ameriprise, an estimated $26.6M added.
  • The largest Kemper seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.