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Kosmos Energy

173 hedge funds and large institutions have $1.28B invested in Kosmos Energy in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 35 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $4.37M | Put options by funds: $1.29M

117% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 35

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

40% more capital invested

Capital invested by funds: $915M → $1.28B (+$366M)

7% more funds holding

Funds holding: 162173 (+11)

4.79% more ownership

Funds ownership: 78.26%83.05% (+4.8%)

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
76
Reduced
35
Closed
24
Calls
$4.37M
Puts
$1.29M
Net Calls
+$3.08M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M +$32M +8,925,530 +23%
BlackRock
2
BlackRock
New York
$144M +$8.42M +2,345,990 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$97.3M -$1.99M -553,664 -2%
VNIM
4
Vaughan Nelson Investment Management
Texas
$93.4M +$915K +255,080 +1%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$80.6M +$9.74M +2,713,080 +13%
State Street
6
State Street
Massachusetts
$71.7M +$1.76M +491,230 +2%
Fidelity International
7
Fidelity International
Bermuda
$63.8M +$6.92M +1,929,291 +12%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$55.4M +$25.3M +7,056,967 +79%
Vanguard Group
9
Vanguard Group
Pennsylvania
$47.3M +$5.58M +1,554,163 +13%
Boston Partners
10
Boston Partners
Massachusetts
$40.5M +$1.31M +365,502 +3%
MRCP
11
Maple Rock Capital Partners
Ontario, Canada
$36.1M +$23.1M +6,425,000 +161%
KL
12
KGH Ltd
Bahamas
$32.6M +$33.8M +9,429,992 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$27.5M +$754K +210,164 +3%
NIMI
14
Natixis Investment Managers International
France
$25.7M +$961K +267,795 +4%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$22.8M +$159K +44,414 +0.7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$21.2M +$155K +43,251 +0.7%
Charles Schwab
17
Charles Schwab
California
$18.9M +$1.2M +334,877 +7%
Northern Trust
18
Northern Trust
Illinois
$16M +$1.2M +335,294 +8%
MIM
19
Merewether Investment Management
Texas
$13M +$13.5M +3,750,000 New
First Trust Advisors
20
First Trust Advisors
Illinois
$11.9M +$12.2M +3,390,414 +5,838%
N
21
Nuveen
North Carolina
$8.92M +$1.04M +288,859 +12%
Two Sigma Investments
22
Two Sigma Investments
New York
$8.23M +$3.18M +885,464 +59%
American Century Companies
23
American Century Companies
Missouri
$7.91M +$4.22M +1,176,413 +106%
FSCM
24
First Sabrepoint Capital Management
Texas
$7.51M +$2.59M +722,000 +50%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$7.26M +$3.23M +900,900 +75%

KOS Hedge Fund Activity: Q4 2021 in Review

173 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kosmos Energy (KOS) for Q4 2021, worth a combined $1.28B — up 40% from $915M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KOS positions and 24 closed out — a net gain of 12 holders — while 76 added to existing stakes and 35 trimmed.

The largest buyer was KGH Ltd, opening a new position worth an estimated $33.8M. The largest seller was M&G Investment Management, cutting an estimated $14.6M.

  • 173 institutional investors held Kosmos Energy (KOS) as of Q4 2021, up from 162 in Q3 2021.
  • Funds reported $1.28B of Kosmos Energy stock for Q4 2021, up 40% quarter-over-quarter.
  • 36 funds opened new Kosmos Energy positions in Q4 2021 and 24 closed out, a net change of +12 holders.
  • The largest Kosmos Energy buyer in Q4 2021 was KGH Ltd, an estimated $33.8M added.
  • The largest Kosmos Energy seller in Q4 2021 was M&G Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2021.