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KONA

Kona Grill, Inc.
KONA

Delisted

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

63 hedge funds and large institutions have $117M invested in Kona Grill, Inc. in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

6% less funds holding

Funds holding: 6763 (-4)

11% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $1.95M

17% less capital invested

Capital invested by funds: $142M → $117M (-$24.1M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
31
Reduced
17
Closed
9
Calls
$1.74M
Puts
$1.95M
Net Calls
-$211K
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.3M +$278K +19,617 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.9M +$4M +282,435 +39%
CIP
3
Chartwell Investment Partners
Pennsylvania
$9.82M +$3.94M +278,286 +58%
GIM
4
Granahan Investment Management
Massachusetts
$7.15M -$279K -19,660 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.56M -$721K -50,900 -9%
CL
6
Choreo LLC
Illinois
$6.26M +$106K +7,500 +2%
NCGI
7
Next Century Growth Investors
Minnesota
$5.97M -$334K -23,608 -5%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.66M +$2.29M +161,693 +82%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.91M +$337K +23,800 +9%
WRF
10
Waddell & Reed Financial
Kansas
$3.82M +$224K +15,800 +6%
PCM
11
Portolan Capital Management
Massachusetts
$3.44M +$2.25M +159,103 +149%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.91M -$9.92K -700 -0.3%
BFA
13
BlackRock Fund Advisors
California
$2.87M -$67.7K -4,779 -2%
FG
14
Formula Growth
Quebec, Canada
$2.86M +$1.26M +88,770 +67%
PM
15
Pembroke Management
Quebec, Canada
$2.6M +$412K +29,100 +17%
GIP
16
Granite Investment Partners
California
$2.31M +$943K +66,554 +60%
WSA
17
Wall Street Associates
California
$2.19M +$431K +30,400 +22%
KCM
18
Kornitzer Capital Management
Kansas
$2.17M +$503K +35,500 +27%
DCM
19
Driehaus Capital Management
Illinois
$2.17M +$2.37M +167,507 New
Allianz Asset Management
20
Allianz Asset Management
Germany
$1.97M -$113K -8,000 -5%
Northern Trust
21
Northern Trust
Illinois
$1.67M -$3.46K -244 -0.2%
RFC
22
Russell Frank Company
Washington
$1.66M +$14.5K +1,027 +0.8%
State Street
23
State Street
Massachusetts
$1.39M +$320K +22,594 +27%
BIT
24
BlackRock Institutional Trust
California
$1.19M +$169K +11,956 +15%
IIM
25
Ironwood Investment Management
Massachusetts
$1.19M -$1.18M -83,603 -48%

KONA Hedge Fund Activity: Q1 2016 in Review

63 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Kona Grill, Inc. (KONA) for Q1 2016, worth a combined $117M — down 17% from $142M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KONA and 5 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 31 added.

The largest buyer was Wellington Management Group, adding an estimated $4M. The largest seller was RWC Asset Management, exiting entirely with an estimated $5.78M sold.

  • 63 institutional investors held Kona Grill, Inc. (KONA) as of Q1 2016, down from 67 in Q4 2015.
  • Funds reported $117M of Kona Grill, Inc. stock for Q1 2016, down 17% quarter-over-quarter.
  • 5 funds opened new Kona Grill, Inc. positions in Q1 2016 and 9 closed out, a net change of -4 holders.
  • The largest Kona Grill, Inc. buyer in Q1 2016 was Wellington Management Group, an estimated $4M added.
  • The largest Kona Grill, Inc. seller in Q1 2016 was RWC Asset Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2016.