Kohl's
557 hedge funds and large institutions have $11.7B invested in Kohl's in 2013 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 181 increasing their positions, 215 reducing their positions, and 36 closing their positions.
144% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 36
42% more call options, than puts
Call options by funds: $140M | Put options by funds: $98.9M
9% more funds holding
Funds holding: 512 → 557 (+45)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2.31% more ownership
Funds ownership: 94.55% → 96.86% (+2.3%)
8% less capital invested
Capital invested by funds: $12.8B → $11.7B (-$1.03B)
16% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 215
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$118M |
| 2 |
Bank of New York Mellon
New York
|
+$78.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.5M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$45.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$123M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$60M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$45.3M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$43.1M |
KSS Hedge Fund Activity: Q4 2013 in Review
557 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q4 2013, worth a combined $11.7B — down 8.1% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new KSS positions and 36 closed out — a net gain of 52 holders — while 181 added to existing stakes and 215 trimmed.
The largest buyer was Sound Shore Management, opening a new position worth an estimated $118M. The largest seller was SAC Capital Advisors, cutting an estimated $123M.
- 557 institutional investors held Kohl's (KSS) as of Q4 2013, up from 512 in Q3 2013.
- Funds reported $11.7B of Kohl's stock for Q4 2013, down 8.1% quarter-over-quarter.
- 88 funds opened new Kohl's positions in Q4 2013 and 36 closed out, a net change of +52 holders.
- The largest Kohl's buyer in Q4 2013 was Sound Shore Management, an estimated $118M added.
- The largest Kohl's seller in Q4 2013 was SAC Capital Advisors, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2013.