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Kosmos Energy

105 hedge funds and large institutions have $3.64B invested in Kosmos Energy in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $224K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $3.32B → $3.64B (+$319M)

5% more funds holding

Funds holding: 100105 (+5)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0.73% more ownership

Funds ownership: 83.21%83.94% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
39
Reduced
38
Closed
10
Calls
$1.43M
Puts
$224K
Net Calls
+$1.21M
Net Calls Change
-$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$6.68M -$24.1K -2,250 -0.4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$6.13M +$652K +60,901 +12%
BIM
28
BlackRock Investment Management
Delaware
$5.16M -$6.1K -570 -0.1%
WRF
29
Waddell & Reed Financial
Kansas
$5.12M
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$5.08M -$2.03M -189,897 -29%
KCM
31
Kingdon Capital Management
New York
$4.47M
Northern Trust
32
Northern Trust
Illinois
$4.43M -$169K -15,779 -4%
TCIM
33
TIAA CREF Investment Management
New York
$4.17M +$150K +14,043 +4%
Invesco
34
Invesco
Georgia
$3.98M -$779K -72,862 -17%
RFC
35
Russell Frank Company
Washington
$3.74M +$174K +16,237 +5%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.73M +$2.35M +220,000 +186%
SCM
37
SIR Capital Management
New York
$3.26M -$622K -58,100 -17%
Bank of America
38
Bank of America
North Carolina
$3.25M +$294K +27,526 +10%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.79M +$2.45M +229,325 +1,153%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$2.48M +$694K +64,866 +41%
PP
41
Prudential plc
United Kingdom
$2.41M -$785K -73,347 -25%
OAM
42
Oxford Asset Management
United Kingdom
$2.36M -$2.02M -188,494 -47%
NAM
43
NorthCoast Asset Management
Connecticut
$2.36M +$709K +66,253 +46%
CS
44
Credit Suisse
Switzerland
$2.32M -$427K -39,951 -16%
Deutsche Bank
45
Deutsche Bank
Germany
$2.3M -$6.23M -582,696 -74%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$2.05M +$12.8K +1,200 +0.7%
UBS AM
47
UBS AM
Illinois
$2.04M -$47.1K -4,400 -2%
Ameriprise
48
Ameriprise
Minnesota
$2.04M -$5.72K -535 -0.3%
GAM
49
Gotham Asset Management
New York
$1.91M +$1.82M +170,405 New
MAA
50
Managed Account Advisors
New Jersey
$1.88M +$91K +8,508 +5%

KOS Hedge Fund Activity: Q4 2013 in Review

105 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kosmos Energy (KOS) for Q4 2013, worth a combined $3.64B — up 9.6% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KOS positions and 10 closed out — a net gain of 5 holders — while 39 added to existing stakes and 38 trimmed.

The largest buyer was RS Investment Management, adding an estimated $12.1M. The largest seller was Fidelity Investments, cutting an estimated $17.8M.

  • 105 institutional investors held Kosmos Energy (KOS) as of Q4 2013, up from 100 in Q3 2013.
  • Funds reported $3.64B of Kosmos Energy stock for Q4 2013, up 9.6% quarter-over-quarter.
  • 15 funds opened new Kosmos Energy positions in Q4 2013 and 10 closed out, a net change of +5 holders.
  • The largest Kosmos Energy buyer in Q4 2013 was RS Investment Management, an estimated $12.1M added.
  • The largest Kosmos Energy seller in Q4 2013 was Fidelity Investments, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2013.