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KNDI

Kandi Technologies Group

47 hedge funds and large institutions have $45.3M invested in Kandi Technologies Group in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $35.8M → $45.3M (+$9.52M)

7% more funds holding

Funds holding: 4447 (+3)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

16% less call options, than puts

Call options by funds: $34.4M | Put options by funds: $40.7M

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
12
Reduced
14
Closed
13
Calls
$34.4M
Puts
$40.7M
Net Calls
-$6.34M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$7.51M +$5.29M +384,803 +254%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.49M -$1.42M -103,446 -16%
BL
3
Bolton LP
Connecticut
$5.62M +$2.16M +156,796 +64%
Morgan Stanley
4
Morgan Stanley
New York
$4.41M -$144K -10,479 -3%
Invesco
5
Invesco
Georgia
$2.42M -$285K -20,725 -11%
Goldman Sachs
6
Goldman Sachs
New York
$2.14M +$715K +52,005 +52%
WAM
7
Wolverine Asset Management
Illinois
$2.13M +$748K +54,341 +56%
GC
8
Guggenheim Capital
Illinois
$1.92M -$90.7K -6,590 -5%
B
9
Baird
Wisconsin
$1.47M +$659K +47,908 +84%
SC
10
Sculptor Capital
New York
$1.42M +$1.39M +101,000 New
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.4M +$799K +58,100 +113%
JIP
12
Jaffetilchin Investment Partners
Florida
$1.18M +$1.15M +83,939 New
MSU
13
Mizuho Securities USA
New York
$1.02M +$641K +46,600 +177%
WA
14
WFG Advisors
Texas
$976K
First Trust Advisors
15
First Trust Advisors
Illinois
$866K +$358K +26,013 +73%
Deutsche Bank
16
Deutsche Bank
Germany
$840K +$825K +60,000 New
CS
17
Credit Suisse
Switzerland
$477K +$55K +3,997 +13%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$412K +$45.8K +3,326 +13%
SCM
19
Shelton Capital Management
Colorado
$336K +$34.4K +2,500 +12%
UBS Group
20
UBS Group
Switzerland
$233K +$228K +16,605 New
NC
21
NewSquare Capital
Pennsylvania
$224K
Geode Capital Management
22
Geode Capital Management
Massachusetts
$177K +$174K +12,674 New
Creative Planning
23
Creative Planning
Kansas
$115K +$100K +7,300 +793%
QT
24
Quantbot Technologies
New York
$96K -$352K -25,551 -79%
TDC
25
Thompson Davis & Co
Virginia
$88K -$24.1K -1,750 -22%

KNDI Hedge Fund Activity: Q4 2014 in Review

47 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Kandi Technologies Group (KNDI) for Q4 2014, worth a combined $45.3M — up 27% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KNDI positions and 13 closed out — a net gain of 4 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.29M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.19M sold.

  • 47 institutional investors held Kandi Technologies Group (KNDI) as of Q4 2014, up from 44 in Q3 2014.
  • Funds reported $45.3M of Kandi Technologies Group stock for Q4 2014, up 27% quarter-over-quarter.
  • 17 funds opened new Kandi Technologies Group positions in Q4 2014 and 13 closed out, a net change of +4 holders.
  • The largest Kandi Technologies Group buyer in Q4 2014 was JP Morgan Chase, an estimated $5.29M added.
  • The largest Kandi Technologies Group seller in Q4 2014 was SG Americas Securities, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2014.