Kohl's
548 hedge funds and large institutions have $12.7B invested in Kohl's in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 213 increasing their positions, 199 reducing their positions, and 44 closing their positions.
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
41% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 44
15% more capital invested
Capital invested by funds: $11B → $12.7B (+$1.69B)
3% more funds holding
Funds holding: 533 → 548 (+15)
1.03% more ownership
Funds ownership: 100.92% → 101.95% (+1%)
7% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 199
4% less call options, than puts
Call options by funds: $136M | Put options by funds: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$163M |
| 2 |
CCI
Columbus Circle Investors
|
+$95.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$63.5M |
| 4 |
JP Morgan Chase
New York
|
+$50.8M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$141M |
| 2 |
HT
Hampshire Trust
Sioux Falls,
South Dakota
|
-$107M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$104M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$62.7M |
| 5 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$61.2M |
KSS Hedge Fund Activity: Q3 2014 in Review
548 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q3 2014, worth a combined $12.7B — up 15% from $11B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new KSS positions and 44 closed out — a net gain of 18 holders — while 213 added to existing stakes and 199 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $163M. The largest seller was Franklin Resources, cutting an estimated $141M.
- 548 institutional investors held Kohl's (KSS) as of Q3 2014, up from 533 in Q2 2014.
- Funds reported $12.7B of Kohl's stock for Q3 2014, up 15% quarter-over-quarter.
- 62 funds opened new Kohl's positions in Q3 2014 and 44 closed out, a net change of +18 holders.
- The largest Kohl's buyer in Q3 2014 was Lord, Abbett & Co, an estimated $163M added.
- The largest Kohl's seller in Q3 2014 was Franklin Resources, an estimated $141M sold.
Based on aggregated 13F filings for Q3 2014.