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Kohl's
KSS

574 hedge funds and large institutions have $15.3B invested in Kohl's in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 206 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $12.7B → $15.3B (+$2.58B)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

5% more funds holding

Funds holding: 548 → 574 (+26)

1.29% more ownership

Funds ownership: 101.95% → 103.23% (+1.3%)

8% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $122M | Put options by funds: $180M

Holders
574
Holders Change
+26
Holders Change %
+4.74%
% of All Funds
15.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
79
Increased
222
Reduced
206
Closed
41
Calls
$122M
Puts
$180M
Net Calls
-$58M
Net Calls Change
-$52M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$93.9M
2
Invesco
Invesco
Georgia
+$69.3M
3
APG Asset Management
APG Asset Management
Netherlands
+$60M
4
Millennium Management
Millennium Management
New York
+$53.2M
5
State Street
State Street
Massachusetts
+$45.2M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$277M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$64.5M
4
Pzena Investment Management
Pzena Investment Management
New York
-$49.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$45.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
251
New England Asset Management
Connecticut
$2.91M -$4.3M -74,400 -61%
EIM
252
ExxonMobil Investment Management
Texas
$2.91M -$146K -2,527 -5%
EI
253
EDMP Inc
Florida
$2.89M -$62.1K -1,075 -2%
FSA
254
Financial Sense Advisors
California
$2.77M -$181K -3,126 -6%
BAM
255
Boyar Asset Management
New York
$2.68M -$67.7K -1,171 -3%
CNB
256
City National Bank
California
$2.66M -$200K -3,456 -7%
RC
257
RegentAtlantic Capital
New Jersey
$2.61M +$319K +5,516 +15%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$2.57M +$92.5K +1,600 +4%
LS
259
Livforsakringsbolaget Skandia
Sweden
$2.5M – – –
VanEck Associates
260
VanEck Associates
New York
$2.47M +$1.21M +20,965 +107%
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$2.46M -$1.43M -24,664 -38%
ECM
262
EII Capital Management
New York
$2.45M +$2.32M +40,180 New
AIA
263
AIMZ Investment Advisors
California
$2.44M +$2.31M +40,021 New
CCM
264
Cadence Capital Management
Massachusetts
$2.43M -$1.09M -18,904 -32%
MMCM
265
Marque Millennium Capital Management
New York
$2.43M – – –
RW
266
Rand Wealth
Maryland
$2.37M – – –
WRF
267
Waddell & Reed Financial
Kansas
$2.3M +$2.18M +37,704 New
CIM
268
Cambria Investment Management
California
$2.29M +$2.16M +37,444 New
T
269
TOBAM
France
$2.28M -$960K -16,612 -31%
FWCM
270
First Western Capital Management
California
$2.26M -$925 -16 -0%
COPPSERS
271
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.25M -$39.1K -677 -2%
B
272
Barings
North Carolina
$2.25M -$566K -9,800 -21%
PAM
273
Paradigm Asset Management
New York
$2.23M -$405K -7,000 -16%
OTPPB
274
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.23M +$55.7K +963 +3%
SEI Investments
275
SEI Investments
Pennsylvania
$2.21M +$2.1M +36,280 New
9 10
11
12 13

KSS Hedge Fund Activity: Q4 2014 in Review

574 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q4 2014, worth a combined $15.3B — up 20% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new KSS positions and 41 closed out — a net gain of 38 holders — while 222 added to existing stakes and 206 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $93.9M. The largest seller was Harris Associates, cutting an estimated $277M.

  • 574 institutional investors held Kohl's (KSS) as of Q4 2014, up from 548 in Q3 2014.
  • Funds reported $15.3B of Kohl's stock for Q4 2014, up 20% quarter-over-quarter.
  • 79 funds opened new Kohl's positions in Q4 2014 and 41 closed out, a net change of +38 holders.
  • The largest Kohl's buyer in Q4 2014 was Bank of New York Mellon, an estimated $93.9M added.
  • The largest Kohl's seller in Q4 2014 was Harris Associates, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2014.