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562 hedge funds and large institutions have $9.47B invested in Kohl's in 2015 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 184 increasing their positions, 231 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

3.88% more ownership

Funds ownership: 101.59%105.47% (+3.9%)

4% more capital invested

Capital invested by funds: $9.1B → $9.47B (+$369M)

8% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 96

3% less funds holding

Funds holding: 577562 (-15)

13% less call options, than puts

Call options by funds: $131M | Put options by funds: $151M

20% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 231

Holders
562
Holders Change
-15
Holders Change %
-2.6%
% of All Funds
14.74%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
88
Increased
184
Reduced
231
Closed
96
Calls
$131M
Puts
$151M
Net Calls
-$19.7M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$39.5M -$21M -454,115 -35%
PIM
52
Perkins Investment Management
Illinois
$38.6M +$9.55M +206,620 +34%
AQR Capital Management
53
AQR Capital Management
Connecticut
$36.4M +$3.59M +77,654 +11%
Prudential Financial
54
Prudential Financial
New Jersey
$34.6M +$11M +237,200 +48%
PI
55
PGGM Investments
Netherlands
$33.6M +$3.52M +76,172 +12%
Charles Schwab
56
Charles Schwab
California
$32.3M +$697K +15,073 +2%
WRF
57
Waddell & Reed Financial
Kansas
$31.2M -$3.76M -81,370 -11%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$30.7M +$17.1M +369,277 +134%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$30.2M -$1.72M -37,304 -6%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$28.8M +$18.6M +403,270 +201%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$28.5M +$5.35M +115,795 +24%
AT
62
AMF Tjänstepension
Sweden
$27.6M
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$27.5M -$125K -2,700 -0.5%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$25.2M -$1.31M -28,245 -5%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$24.7M +$475K +10,266 +2%
HI
66
Honeywell International
North Carolina
$24.6M +$4.16M +90,000 +21%
BlackRock
67
BlackRock
New York
$22.9M -$1.83M -39,501 -8%
Alyeska Investment Group
68
Alyeska Investment Group
Illinois
$22.7M +$22M +476,121 New
RJA
69
Raymond James & Associates
Florida
$21.6M -$4.45M -96,229 -17%
WIC
70
Willis Investment Counsel
Georgia
$20.8M +$2.81M +60,815 +16%
SO
71
STRS Ohio
Ohio
$20.5M +$1.72M +37,266 +10%
GH
72
GAM Holding
Switzerland
$20.2M +$739K +15,982 +4%
BIM
73
BlackRock Investment Management
Delaware
$19.8M -$2.06M -44,521 -10%
HEIP
74
Hudson Edge Investment Partners
New Jersey
$19.5M -$6.7M -144,999 -26%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$19.5M +$177K +3,826 +0.9%

KSS Hedge Fund Activity: Q4 2015 in Review

562 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q4 2015, worth a combined $9.47B — up 4% from $9.1B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of KSS and 88 opened new positions — a net loss of 8 holders — while 231 trimmed existing stakes and 184 added.

The largest buyer was American International Group, adding an estimated $338M. The largest seller was Massachusetts Financial Services, cutting an estimated $244M.

  • 562 institutional investors held Kohl's (KSS) as of Q4 2015, down from 577 in Q3 2015.
  • Funds reported $9.47B of Kohl's stock for Q4 2015, up 4% quarter-over-quarter.
  • 88 funds opened new Kohl's positions in Q4 2015 and 96 closed out, a net change of -8 holders.
  • The largest Kohl's buyer in Q4 2015 was American International Group, an estimated $338M added.
  • The largest Kohl's seller in Q4 2015 was Massachusetts Financial Services, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2015.