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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
Wells Fargo
51
Wells Fargo
California
$48.8M +$4.09M +70,806 +10%
Allianz Asset Management
52
Allianz Asset Management
Germany
$47.3M -$1.63M -28,153 -4%
First Trust Advisors
53
First Trust Advisors
Illinois
$46.5M +$351K +6,072 +0.8%
Citadel Advisors
54
Citadel Advisors
Florida
$46.4M +$36.2M +626,748 +470%
GC
55
Guggenheim Capital
Illinois
$45.7M +$1.38M +23,950 +3%
Goldman Sachs
56
Goldman Sachs
New York
$45.1M +$7.78M +134,625 +22%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$43.5M +$12.4M +215,302 +43%
Pzena Investment Management
58
Pzena Investment Management
New York
$41.8M -$49.3M -853,200 -55%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$41.3M -$6.69M -115,680 -15%
AL
60
AJO LP
Pennsylvania
$40.3M +$503K +8,700 +1%
WG
61
Winton Group
United Kingdom
$39.4M -$31.9M -551,365 -46%
Charles Schwab
62
Charles Schwab
California
$38.5M +$4.09M +70,697 +13%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$37.8M +$6.92M +119,685 +24%
CIM
64
Confluence Investment Management
Missouri
$37.4M +$1.5M +25,979 +4%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$36.8M -$1.53M -26,511 -4%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$36.5M +$2.61M +45,070 +8%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$36.3M -$4.16M -71,909 -11%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$36.2M – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$35.8M +$10.8M +187,027 +47%
Bank of America
70
Bank of America
North Carolina
$34.4M -$2.76M -47,792 -8%
MAA
71
Managed Account Advisors
New Jersey
$34.1M +$6.04M +104,469 +23%
SDIC
72
South Dakota Investment Council
South Dakota
$31M – – –
Principal Financial Group
73
Principal Financial Group
Iowa
$29.6M +$135K +2,341 +0.5%
Prudential Financial
74
Prudential Financial
New Jersey
$29.5M +$346K +5,993 +1%
B
75
Baird
Wisconsin
$28.5M +$24.2M +418,490 +868%
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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.