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649 hedge funds and large institutions have $13.5B invested in Kohl's in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 276 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

5% more funds holding

Funds holding: 621649 (+28)

2% more capital invested

Capital invested by funds: $13.3B → $13.5B (+$213M)

0.47% less ownership

Funds ownership: 109.56%109.08% (-0.47%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

21% less call options, than puts

Call options by funds: $301M | Put options by funds: $383M

23% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 276

Holders
649
Holders Change
+28
Holders Change %
+4.51%
% of All Funds
14.84%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
85
Increased
212
Reduced
276
Closed
52
Calls
$301M
Puts
$383M
Net Calls
-$81.3M
Net Calls Change
+$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$5K +$378 +5 +8%
FC
627
Ferris Capital
Massachusetts
$4K
PCP
628
Proficio Capital Partners
Massachusetts
$4K +$378 +5 +9%
OC
629
Oakworth Capital
Alabama
$3K
SIM
630
Sonora Investment Management
Arizona
$3K
LNB
631
Ledyard National Bank
$3K +$3.4K +45 New
GEA
632
Glen Eagle Advisors
New Jersey
$2.24K +$2.27K +30 New
SIS
633
Sound Income Strategies
Florida
$2K -$76 -1 -4%
NR
634
Newfound Research
Massachusetts
$2K
TC
635
Truvestments Capital
Florida
$2K +$2.19K +29 New
RE
636
RBC Europe
United Kingdom
$1.19K +$1.21K +16 New
CFA
637
Carroll Financial Associates
North Carolina
$1K
LFA
638
Legacy Financial Advisors
Kentucky
$1K
LWA
639
Lowe Wealth Advisors
Maryland
$1K
TCM
640
Tradewinds Capital Management
Washington
$1K
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$76 +1 New
NFG
642
Next Financial Group
Texas
$1K +$1.06K +14 New
CIR
643
Clear Investment Research
Georgia
$1K +$1.21K +16 New
Fidelity International
644
Fidelity International
Bermuda
$1K +$1.29K +17 New
BWM
645
Baystate Wealth Management
Massachusetts
$1K +$1.36K +18 New
SFSIG
646
San Francisco Sentry Investment Group
California
$1K +$1.44K +19 New
FRA
647
Front Row Advisors
California
$1 +$1.51K +20 New
Voloridge Investment Management
648
Voloridge Investment Management
Florida
-$38.1M -522,669 Closed
Pzena Investment Management
649
Pzena Investment Management
New York
-$25.2M -346,078 Closed
Hotchkis & Wiley Capital Management
650
Hotchkis & Wiley Capital Management
California
-$15.1M -207,222 Closed

KSS Hedge Fund Activity: Q3 2018 in Review

649 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q3 2018, worth a combined $13.5B — up 1.6% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new KSS positions and 52 closed out — a net gain of 33 holders — while 212 added to existing stakes and 276 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $117M. The largest seller was Two Sigma Advisers, cutting an estimated $82.4M.

  • 649 institutional investors held Kohl's (KSS) as of Q3 2018, up from 621 in Q2 2018.
  • Funds reported $13.5B of Kohl's stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 85 funds opened new Kohl's positions in Q3 2018 and 52 closed out, a net change of +33 holders.
  • The largest Kohl's buyer in Q3 2018 was TIAA CREF Investment Management, an estimated $117M added.
  • The largest Kohl's seller in Q3 2018 was Two Sigma Advisers, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2018.