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520 hedge funds and large institutions have $8.4B invested in Kohl's in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

19% more capital invested

Capital invested by funds: $7.08B → $8.4B (+$1.32B)

2% more funds holding

Funds holding: 511520 (+9)

1.71% more ownership

Funds ownership: 107.41%109.13% (+1.7%)

10% less call options, than puts

Call options by funds: $127M | Put options by funds: $142M

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 222

Holders
520
Holders Change
+9
Holders Change %
+1.76%
% of All Funds
12.96%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
67
Increased
160
Reduced
222
Closed
52
Calls
$127M
Puts
$142M
Net Calls
-$14.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$61.4M +$54.8M +1,337,696 +19,623%
PPA
27
Parametric Portfolio Associates
Washington
$61M +$5.26M +128,330 +11%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$58.1M -$6.06M -147,825 -10%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$53.2M -$13.8M -337,150 -22%
Legal & General Group
30
Legal & General Group
United Kingdom
$52M +$2.25M +54,865 +5%
Charles Schwab
31
Charles Schwab
California
$51.9M +$1.58M +38,427 +3%
BCM
32
Bridgeway Capital Management
Texas
$48.5M -$840K -20,500 -2%
GC
33
Guggenheim Capital
Illinois
$47.2M -$3.69M -89,958 -8%
Bank of America
34
Bank of America
North Carolina
$47.1M -$15.6M -380,618 -27%
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$46.6M +$41.8M +1,020,238 New
UBS AM
36
UBS AM
Illinois
$43M +$1.28M +31,314 +3%
Two Sigma Investments
37
Two Sigma Investments
New York
$41.1M +$36.9M +900,804 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$40.8M +$15.6M +380,500 +74%
Deutsche Bank
39
Deutsche Bank
Germany
$40.7M -$17.8M -434,450 -33%
T
40
TOBAM
France
$38.5M -$8.62M -210,280 -20%
Prudential Financial
41
Prudential Financial
New Jersey
$36.1M +$4.43M +108,140 +16%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$35.5M +$1.19M +29,143 +4%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$35.2M -$48.6M -1,185,649 -61%
TCIM
44
TIAA CREF Investment Management
New York
$35.2M -$282K -6,889 -0.9%
CP
45
Cumberland Partners
Ontario, Canada
$34.3M +$24.6M +599,325 +396%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$32.8M +$6.87M +167,627 +30%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$32.7M +$29.3M +715,744 New
O
48
OppenheimerFunds
New York
$30.4M -$13.7M -334,664 -33%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$29.9M -$928K -22,639 -3%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$29.2M +$1.18M +28,768 +5%

KSS Hedge Fund Activity: Q3 2017 in Review

520 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q3 2017, worth a combined $8.4B — up 19% from $7.08B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new KSS positions and 52 closed out — a net gain of 15 holders — while 160 added to existing stakes and 222 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.3M. The largest seller was Ameriprise, cutting an estimated $131M.

  • 520 institutional investors held Kohl's (KSS) as of Q3 2017, up from 511 in Q2 2017.
  • Funds reported $8.4B of Kohl's stock for Q3 2017, up 19% quarter-over-quarter.
  • 67 funds opened new Kohl's positions in Q3 2017 and 52 closed out, a net change of +15 holders.
  • The largest Kohl's buyer in Q3 2017 was Citadel Advisors, an estimated $62.3M added.
  • The largest Kohl's seller in Q3 2017 was Ameriprise, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2017.