Kohl's
602 hedge funds and large institutions have $15.9B invested in Kohl's in 2015 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 178 increasing their positions, 259 reducing their positions, and 63 closing their positions.
108% more funds holding in top 10
Funds holding in top 10: 12 → 25 (+13)
59% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 63
5% more funds holding
Funds holding: 574 → 602 (+28)
4% more capital invested
Capital invested by funds: $15.3B → $15.9B (+$617M)
2.73% less ownership
Funds ownership: 103.23% → 100.5% (-2.7%)
31% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 259
44% less call options, than puts
Call options by funds: $133M | Put options by funds: $239M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$333M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$293M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$90.6M |
| 4 |
CCI
Columbus Circle Investors
|
+$57.2M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$256M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$228M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$171M |
| 4 |
State Street
Boston,
Massachusetts
|
-$111M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$85.2M |
KSS Hedge Fund Activity: Q1 2015 in Review
602 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q1 2015, worth a combined $15.9B — up 4% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new KSS positions and 63 closed out — a net gain of 37 holders — while 178 added to existing stakes and 259 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $333M. The largest seller was Franklin Resources, cutting an estimated $256M.
- 602 institutional investors held Kohl's (KSS) as of Q1 2015, up from 574 in Q4 2014.
- Funds reported $15.9B of Kohl's stock for Q1 2015, up 4% quarter-over-quarter.
- 100 funds opened new Kohl's positions in Q1 2015 and 63 closed out, a net change of +37 holders.
- The largest Kohl's buyer in Q1 2015 was VOYA Investment Management, an estimated $333M added.
- The largest Kohl's seller in Q1 2015 was Franklin Resources, an estimated $256M sold.
Based on aggregated 13F filings for Q1 2015.