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Kosmos Energy

157 hedge funds and large institutions have $3.15B invested in Kosmos Energy in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $10.8M

74% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 38

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $2.44B → $3.15B (+$715M)

8% more funds holding

Funds holding: 145157 (+12)

1.55% less ownership

Funds ownership: 97.79%96.24% (-1.6%)

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
32
Increased
66
Reduced
38
Closed
19
Calls
$21.2M
Puts
$10.8M
Net Calls
+$10.3M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1
Warburg Pincus
New York
$757M
Blackstone Inc
2
Blackstone Inc
New York
$439M
Capital Research Global Investors
3
Capital Research Global Investors
California
$253M -$136K -18,673 -0.1%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$225M -$15.1M -2,062,659 -7%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$168M +$1.11M +152,450 +0.8%
VNIM
6
Vaughan Nelson Investment Management
Texas
$138M +$42.3M +5,798,740 +53%
BlackRock
7
BlackRock
New York
$132M -$14.7M -2,017,439 -11%
PP
8
Prudential plc
United Kingdom
$117M -$24.4M -3,340,882 -19%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$106M +$5.16M +706,410 +6%
SCP
10
SailingStone Capital Partners
Texas
$101M -$56.5M -7,744,338 -39%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$88.7M +$4.27M +584,978 +6%
GAM
12
Genesis Asset Managers
United Kingdom
$76.8M -$2.63M -360,514 -4%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.2M +$5.56M +762,086 +11%
State Street
14
State Street
Massachusetts
$44.7M -$3.78M -517,299 -9%
Vanguard Group
15
Vanguard Group
Pennsylvania
$35.9M +$1.3M +177,558 +4%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$28M +$6.08M +833,385 +33%
Victory Capital Management
17
Victory Capital Management
Texas
$24.2M -$8.22M -1,125,550 -28%
Boston Partners
18
Boston Partners
Massachusetts
$24M -$1.37M -187,802 -6%
Millennium Management
19
Millennium Management
New York
$23.1M -$17.7M -2,429,817 -46%
ECA
20
Encompass Capital Advisors
New York
$22.3M -$8.27M -1,133,353 -30%
USAA
21
United Services Automobile Association
Texas
$18.5M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$17.9M +$1.32M +180,376 +9%
Goldman Sachs
23
Goldman Sachs
New York
$14.3M -$1.35M -185,196 -10%
Northern Trust
24
Northern Trust
Illinois
$11.3M +$1.55M +212,668 +18%
MWNA
25
Marshall Wace North America
New York
$11M +$5.76M +789,222 +147%

KOS Hedge Fund Activity: Q2 2018 in Review

157 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kosmos Energy (KOS) for Q2 2018, worth a combined $3.15B — up 29% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KOS positions and 19 closed out — a net gain of 13 holders — while 66 added to existing stakes and 38 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $42.3M. The largest seller was SailingStone Capital Partners, cutting an estimated $56.5M.

  • 157 institutional investors held Kosmos Energy (KOS) as of Q2 2018, up from 145 in Q1 2018.
  • Funds reported $3.15B of Kosmos Energy stock for Q2 2018, up 29% quarter-over-quarter.
  • 32 funds opened new Kosmos Energy positions in Q2 2018 and 19 closed out, a net change of +13 holders.
  • The largest Kosmos Energy buyer in Q2 2018 was Vaughan Nelson Investment Management, an estimated $42.3M added.
  • The largest Kosmos Energy seller in Q2 2018 was SailingStone Capital Partners, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.