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423 hedge funds and large institutions have $6B invested in Kohl's in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 153 increasing their positions, 154 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 154

4% less call options, than puts

Call options by funds: $431M | Put options by funds: $447M

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

1.77% less ownership

Funds ownership: 86.43%84.66% (-1.8%)

3% less funds holding

Funds holding: 434423 (-11)

19% less capital invested

Capital invested by funds: $7.42B → $6B (-$1.42B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
423
Holders Change
-11
Holders Change %
-2.53%
% of All Funds
7.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
50
Increased
153
Reduced
154
Closed
55
Calls
$431M
Puts
$447M
Net Calls
-$16.1M
Net Calls Change
+$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$345K +$114K +2,135 +41%
CPO
277
Cerity Partners OCIO
New York
$323K -$13.5K -253 -4%
PK
278
Pflug Koory
Nebraska
$317K
BCM
279
Bluefin Capital Management
New York
$306K +$347K +6,500 New
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$296K +$23.4K +437 +7%
KeyBank National Association
281
KeyBank National Association
Ohio
$293K -$24.1K -451 -7%
Stifel Financial
282
Stifel Financial
Missouri
$287K -$16.9K -316 -5%
SI
283
Stephens Inc
Arkansas
$279K +$47.4K +886 +18%
Creative Planning
284
Creative Planning
Kansas
$269K -$66.2K -1,239 -18%
BDF
285
Balasa Dinverno & Foltz
$261K +$9.51K +178 +3%
HighTower Advisors
286
HighTower Advisors
Illinois
$258K +$12.6K +236 +4%
PWM
287
Perigon Wealth Management
California
$251K +$15.2K +284 +6%
SP
288
Symmetry Partners
Connecticut
$247K +$276K +5,167 New
M&T Bank
289
M&T Bank
New York
$238K +$2.83K +53 +1%
ASN
290
Advisory Services Network
Georgia
$237K +$47.9K +897 +22%
Holocene Advisors
291
Holocene Advisors
New York
$236K -$96M -1,795,646 -100%
FMWA
292
Forvis Mazars Wealth Advisors
Missouri
$236K -$61.6K -1,152 -19%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$229K
CI
294
Cigna Investments
Connecticut
$226K
IAA
295
Independent Advisor Alliance
North Carolina
$224K -$32.1K -600 -11%
AP
296
Advisor Partners
California
$219K -$2.56K -48 -1%
GT
297
Glenview Trust
Kentucky
$219K +$249K +4,650 New
MNBTD
298
Moody National Bank Trust Division
Texas
$213K +$241K +4,516 New
CMBA
299
C.M. Bidwell & Associates
Hawaii
$212K -$5.5K -103 -2%
MIP
300
Marietta Investment Partners
Wisconsin
$212K

KSS Hedge Fund Activity: Q3 2021 in Review

423 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q3 2021, worth a combined $6B — down 19% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of KSS and 50 opened new positions — a net loss of 5 holders — while 154 trimmed existing stakes and 153 added.

The largest buyer was Allianz Asset Management, adding an estimated $151M. The largest seller was Parametric Portfolio Associates, cutting an estimated $143M.

  • 423 institutional investors held Kohl's (KSS) as of Q3 2021, down from 434 in Q2 2021.
  • Funds reported $6B of Kohl's stock for Q3 2021, down 19% quarter-over-quarter.
  • 50 funds opened new Kohl's positions in Q3 2021 and 55 closed out, a net change of -5 holders.
  • The largest Kohl's buyer in Q3 2021 was Allianz Asset Management, an estimated $151M added.
  • The largest Kohl's seller in Q3 2021 was Parametric Portfolio Associates, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2021.