Kohl's
553 hedge funds and large institutions have $7.94B invested in Kohl's in 2016 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 208 reducing their positions, and 69 closing their positions.
18% more capital invested
Capital invested by funds: $6.73B → $7.94B (+$1.21B)
17% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 69
5.03% more ownership
Funds ownership: 96.7% → 101.73% (+5%)
1% more funds holding
Funds holding: 547 → 553 (+6)
5% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 208
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
57% less call options, than puts
Call options by funds: $120M | Put options by funds: $280M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hamlin Capital Management
New York
|
+$54.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$53.1M |
| 3 |
Morgan Stanley
New York
|
+$44.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.9M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$86.6M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$67.2M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$48.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$39.4M |
| 5 |
HCM
Hoplite Capital Management
New York
|
-$35.6M |
KSS Hedge Fund Activity: Q3 2016 in Review
553 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q3 2016, worth a combined $7.94B — up 18% from $6.73B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new KSS positions and 69 closed out — a net gain of 12 holders — while 197 added to existing stakes and 208 trimmed.
The largest buyer was Hamlin Capital Management, opening a new position worth an estimated $54.9M. The largest seller was Invesco, cutting an estimated $86.6M.
- 553 institutional investors held Kohl's (KSS) as of Q3 2016, up from 547 in Q2 2016.
- Funds reported $7.94B of Kohl's stock for Q3 2016, up 18% quarter-over-quarter.
- 81 funds opened new Kohl's positions in Q3 2016 and 69 closed out, a net change of +12 holders.
- The largest Kohl's buyer in Q3 2016 was Hamlin Capital Management, an estimated $54.9M added.
- The largest Kohl's seller in Q3 2016 was Invesco, an estimated $86.6M sold.
Based on aggregated 13F filings for Q3 2016.