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Kosmos Energy

104 hedge funds and large institutions have $1.97B invested in Kosmos Energy in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.33M

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

1.73% more ownership

Funds ownership: 89.22%90.95% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 115104 (-11)

33% less capital invested

Capital invested by funds: $2.91B → $1.97B (-$948M)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
104
Holders Change
-11
Holders Change %
-9.57%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
43
Reduced
33
Closed
24
Calls
$2.01M
Puts
$1.33M
Net Calls
+$672K
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$658M
Blackstone Inc
2
Blackstone Inc
New York
$539M
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$171M +$37.3M +5,383,671 +21%
SCP
4
SailingStone Capital Partners
Texas
$148M +$9.35M +1,348,599 +5%
GAM
5
Genesis Asset Managers
United Kingdom
$64.5M -$2.39M -344,760 -3%
BG
6
Baupost Group
Massachusetts
$33.5M
MF
7
Magnetar Financial
Illinois
$33.3M -$6.8M -981,227 -14%
Boston Partners
8
Boston Partners
Massachusetts
$33.2M +$311K +44,934 +0.8%
State Street
9
State Street
Massachusetts
$26.8M +$8.7M +1,256,163 +35%
BIT
10
BlackRock Institutional Trust
California
$21.5M +$5.81M +838,296 +28%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$20.2M +$10.5M +1,511,509 +72%
PP
12
Prudential plc
United Kingdom
$19.5M +$9.85M +1,421,686 +69%
BG
13
BlackRock Group
United Kingdom
$14.9M -$543K -78,338 -3%
Jennison Associates
14
Jennison Associates
New York
$14.6M +$255K +36,749 +1%
Norges Bank
15
Norges Bank
Norway
$13.8M +$2.44M +352,508 +17%
BA
16
BlackRock Advisors
Delaware
$13.7M -$178K -25,725 -1%
JHIU
17
Janus Henderson Investors US
Colorado
$13M +$55.4K +8,000 +0.3%
Citadel Advisors
18
Citadel Advisors
Florida
$12.9M -$2.08M -299,786 -11%
Vanguard Group
19
Vanguard Group
Pennsylvania
$11.9M -$245K -35,323 -2%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$11.6M +$3.04M +439,201 +27%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$10.8M +$2.38M +343,032 +21%
BFA
22
BlackRock Fund Advisors
California
$8.97M +$752K +108,471 +7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.51M +$806K +116,260 +17%
Northern Trust
24
Northern Trust
Illinois
$4.31M +$508K +73,261 +10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.73M +$402K +57,942 +9%

KOS Hedge Fund Activity: Q3 2015 in Review

104 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Kosmos Energy (KOS) for Q3 2015, worth a combined $1.97B — down 33% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KOS and 15 opened new positions — a net loss of 9 holders — while 33 trimmed existing stakes and 43 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $37.3M. The largest seller was Herring Creek Capital Management, exiting entirely with an estimated $16.8M sold.

  • 104 institutional investors held Kosmos Energy (KOS) as of Q3 2015, down from 115 in Q2 2015.
  • Funds reported $1.97B of Kosmos Energy stock for Q3 2015, down 33% quarter-over-quarter.
  • 15 funds opened new Kosmos Energy positions in Q3 2015 and 24 closed out, a net change of -9 holders.
  • The largest Kosmos Energy buyer in Q3 2015 was Hotchkis & Wiley Capital Management, an estimated $37.3M added.
  • The largest Kosmos Energy seller in Q3 2015 was Herring Creek Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2015.