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KONA

Kona Grill, Inc.
KONA

Delisted

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

68 hedge funds and large institutions have $158M invested in Kona Grill, Inc. in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

1% more funds holding

Funds holding: 6768 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

3% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $1.89M

28% less capital invested

Capital invested by funds: $219M → $158M (-$60.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
25
Reduced
18
Closed
18
Calls
$1.94M
Puts
$1.89M
Net Calls
+$54K
Net Calls Change
+$557K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$18.7M -$205K -9,041 -0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.6M -$664K -29,240 -3%
NCGI
3
Next Century Growth Investors
Minnesota
$11M +$1.7M +74,839 +15%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.7M -$61.3K -2,700 -0.5%
GIM
5
Granahan Investment Management
Massachusetts
$9.74M +$4.96M +218,485 +77%
CL
6
Choreo LLC
Illinois
$9.24M
CIP
7
Chartwell Investment Partners
Pennsylvania
$8.57M +$5.07M +223,249 +102%
CAM
8
Cortina Asset Management
Wisconsin
$8.02M +$581K +25,567 +7%
IIM
9
Ironwood Investment Management
Massachusetts
$5.62M +$58.9K +2,592 +0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.47M +$67.7K +2,979 +1%
RFC
11
Russell Frank Company
Washington
$5.44M +$891K +39,202 +16%
Vanguard Group
12
Vanguard Group
Pennsylvania
$4.8M +$425K +18,711 +8%
BFA
13
BlackRock Fund Advisors
California
$4.23M +$4.56M +200,857 +1,166%
PM
14
Pembroke Management
Quebec, Canada
$3.33M +$947K +41,700 +32%
Allianz Asset Management
15
Allianz Asset Management
Germany
$3.18M +$556K +24,476 +18%
TCM
16
Tygh Capital Management
Oregon
$3.13M -$580K -25,534 -14%
JGC
17
J. Goldman & Co
New York
$2.47M +$2.89M +127,300 New
SC
18
Skylands Capital
Wisconsin
$2.45M +$216K +9,500 +8%
KCM
19
Kornitzer Capital Management
Kansas
$2.24M +$2.62M +115,200 New
GIP
20
Granite Investment Partners
California
$1.72M -$511K -22,475 -20%
USAA
21
United Services Automobile Association
Texas
$1.69M +$1.37M +60,500 +226%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.36M +$872K +38,372 +121%
Wells Fargo
23
Wells Fargo
California
$1.35M -$38.3K -1,684 -2%
BCM
24
Bridgeway Capital Management
Texas
$1.31M
State Street
25
State Street
Massachusetts
$1.15M +$1.35M +59,296 New

KONA Hedge Fund Activity: Q2 2015 in Review

68 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Kona Grill, Inc. (KONA) for Q2 2015, worth a combined $158M — down 28% from $219M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KONA positions and 18 closed out — a net gain of 1 holder — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Chartwell Investment Partners, adding an estimated $5.07M. The largest seller was EAM Investors, exiting entirely with an estimated $4.61M sold.

  • 68 institutional investors held Kona Grill, Inc. (KONA) as of Q2 2015, up from 67 in Q1 2015.
  • Funds reported $158M of Kona Grill, Inc. stock for Q2 2015, down 28% quarter-over-quarter.
  • 19 funds opened new Kona Grill, Inc. positions in Q2 2015 and 18 closed out, a net change of +1 holder.
  • The largest Kona Grill, Inc. buyer in Q2 2015 was Chartwell Investment Partners, an estimated $5.07M added.
  • The largest Kona Grill, Inc. seller in Q2 2015 was EAM Investors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2015.