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KONA

Kona Grill, Inc.
KONA

Delisted

KONA was delisted on the 24th of April, 2019.

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38 hedge funds and large institutions have $64.3M invested in Kona Grill, Inc. in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $37.6M → $64.3M (+$26.7M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more funds holding

Funds holding: 36 → 38 (+2)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCGI
Next Century Growth Investors
Minnesota
+$5.97M
2
EI
EAM Investors
California
+$1.73M
3
Renaissance Technologies
Renaissance Technologies
New York
+$851K
4
TCM
Timpani Capital Management
Wisconsin
+$775K
5
SC
Skylands Capital
Wisconsin
+$316K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.9M
2
CCM
Cadence Capital Management
Massachusetts
-$567K
3
AG
Algert Global
California
-$437K
4
BIT
BlackRock Institutional Trust
California
-$363K
5
PCM
Palisade Capital Management
New Jersey
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$8.6M +$851K +58,257 +14%
IIM
2
Ironwood Investment Management
Massachusetts
$7.94M +$221K +15,164 +4%
NCGI
3
Next Century Growth Investors
Minnesota
$7.58M +$5.97M +409,165 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.9M -$4.9M -335,500 -51%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.89M -$17.3K -1,185 -0.4%
RHJA
6
Rice Hall James & Associates
California
$3.42M -$129K -8,850 -5%
PM
7
Pembroke Management
Quebec, Canada
$3.4M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.2M -$160K -10,981 -6%
SC
9
Skylands Capital
Wisconsin
$3.07M +$316K +21,671 +15%
Vanguard Group
10
Vanguard Group
Pennsylvania
$2.27M +$200K +13,728 +13%
EI
11
EAM Investors
California
$2.2M +$1.73M +118,628 New
JIR
12
James Investment Research
Ohio
$1.87M +$306K +20,990 +26%
BCM
13
Bridgeway Capital Management
Texas
$1.25M – – –
Wells Fargo
14
Wells Fargo
California
$1.18M +$86.9K +5,951 +10%
TCM
15
Timpani Capital Management
Wisconsin
$983K +$775K +53,072 New
CCM
16
Cadence Capital Management
Massachusetts
$786K -$567K -38,820 -48%
GIP
17
Granite Investment Partners
California
$602K – – –
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$557K – – –
BIM
19
Bogle Investment Management
Massachusetts
$550K +$209K +14,289 +93%
DM
20
Diker Management
New York
$529K -$98.1K -6,716 -19%
RFC
21
Russell Frank Company
Washington
$432K -$40.9K -2,800 -9%
Northern Trust
22
Northern Trust
Illinois
$422K -$19.3K -1,319 -5%
TC
23
TFS Capital
Pennsylvania
$381K +$301K +20,594 New
Morgan Stanley
24
Morgan Stanley
New York
$364K +$287K +19,644 New
WCM
25
Wedge Capital Management
North Carolina
$359K -$64.2K -4,400 -18%
1
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KONA Hedge Fund Activity: Q4 2013 in Review

38 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kona Grill, Inc. (KONA) for Q4 2013, worth a combined $64.3M — up 71% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KONA positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $5.97M. The largest seller was Wellington Management Group, cutting an estimated $4.9M.

  • 38 institutional investors held Kona Grill, Inc. (KONA) as of Q4 2013, up from 36 in Q3 2013.
  • Funds reported $64.3M of Kona Grill, Inc. stock for Q4 2013, up 71% quarter-over-quarter.
  • 7 funds opened new Kona Grill, Inc. positions in Q4 2013 and 5 closed out, a net change of +2 holders.
  • The largest Kona Grill, Inc. buyer in Q4 2013 was Next Century Growth Investors, an estimated $5.97M added.
  • The largest Kona Grill, Inc. seller in Q4 2013 was Wellington Management Group, an estimated $4.9M sold.

Based on aggregated 13F filings for Q4 2013.