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512 hedge funds and large institutions have $12.8B invested in Kohl's in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 190 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $219M | Put options by funds: $136M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

26% more capital invested

Capital invested by funds: $10.1B → $12.8B (+$2.62B)

3.93% more ownership

Funds ownership: 90.62%94.55% (+3.9%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

0% more funds holding

Funds holding: 510512 (+2)

2% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 190

Holders
512
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.6%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.39%
New
58
Increased
187
Reduced
190
Closed
53
Calls
$219M
Puts
$136M
Net Calls
+$83.2M
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.15B
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.3B -$38M -728,180 -3%
State Street
3
State Street
Massachusetts
$563M -$18.2M -349,027 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$519M +$18.9M +361,073 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$491M +$8.26M +158,110 +2%
Franklin Resources
6
Franklin Resources
California
$383M -$1.72M -32,891 -0.4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$334M +$18.8M +359,492 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$303M +$2.96M +56,700 +1%
BIT
9
BlackRock Institutional Trust
California
$282M -$5.96M -114,122 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$275M +$37M +708,964 +15%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$246M +$41M +785,541 +20%
Capital Research Global Investors
12
Capital Research Global Investors
California
$201M -$16.4M -313,105 -7%
Invesco
13
Invesco
Georgia
$186M +$21.3M +407,904 +13%
Northern Trust
14
Northern Trust
Illinois
$160M -$6.59M -126,059 -4%
EIP
15
Epoch Investment Partners
New York
$148M -$1.64M -31,441 -1%
Boston Partners
16
Boston Partners
Massachusetts
$143M +$5.12M +98,083 +4%
RRAM
17
River Road Asset Management
Kentucky
$134M -$1.75M -33,543 -1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$132M +$73.5M +1,406,219 +122%
Harris Associates
19
Harris Associates
Illinois
$131M +$16.8M +321,050 +15%
BFA
20
BlackRock Fund Advisors
California
$130M +$911K +17,432 +0.7%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$127M -$43.7M -837,502 -25%
Norges Bank
22
Norges Bank
Norway
$118M -$5.05M -96,618 -4%
SCA
23
SAC Capital Advisors
Connecticut
$116M +$113M +2,157,588 +2,305%
Allianz Asset Management
24
Allianz Asset Management
Germany
$105M -$40.2M -770,406 -28%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$100M +$25.5M +488,300 +34%

KSS Hedge Fund Activity: Q3 2013 in Review

512 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q3 2013, worth a combined $12.8B — up 26% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new KSS positions and 53 closed out — a net gain of 5 holders — while 187 added to existing stakes and 190 trimmed.

The largest buyer was SAC Capital Advisors, adding an estimated $113M. The largest seller was Nordea Investment Management, cutting an estimated $43.7M.

  • 512 institutional investors held Kohl's (KSS) as of Q3 2013, up from 510 in Q2 2013.
  • Funds reported $12.8B of Kohl's stock for Q3 2013, up 26% quarter-over-quarter.
  • 58 funds opened new Kohl's positions in Q3 2013 and 53 closed out, a net change of +5 holders.
  • The largest Kohl's buyer in Q3 2013 was SAC Capital Advisors, an estimated $113M added.
  • The largest Kohl's seller in Q3 2013 was Nordea Investment Management, an estimated $43.7M sold.

Based on aggregated 13F filings for Q3 2013.