Kohl's
574 hedge funds and large institutions have $15.3B invested in Kohl's in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 206 reducing their positions, and 41 closing their positions.
93% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 41
20% more capital invested
Capital invested by funds: $12.7B → $15.3B (+$2.58B)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
5% more funds holding
Funds holding: 548 → 574 (+26)
1.29% more ownership
Funds ownership: 101.95% → 103.23% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 206
32% less call options, than puts
Call options by funds: $122M | Put options by funds: $180M
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$93.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$69.3M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$60M |
| 4 |
Millennium Management
New York
|
+$53.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$45.2M |
Top Sellers
| 1 |
Harris Associates
Chicago,
Illinois
|
-$277M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$64.5M |
| 4 |
Pzena Investment Management
New York
|
-$49.3M |
| 5 |
JP Morgan Chase
New York
|
-$45.5M |
KSS Hedge Fund Activity: Q4 2014 in Review
574 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q4 2014, worth a combined $15.3B — up 20% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new KSS positions and 41 closed out — a net gain of 38 holders — while 222 added to existing stakes and 206 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $93.9M. The largest seller was Harris Associates, cutting an estimated $277M.
- 574 institutional investors held Kohl's (KSS) as of Q4 2014, up from 548 in Q3 2014.
- Funds reported $15.3B of Kohl's stock for Q4 2014, up 20% quarter-over-quarter.
- 79 funds opened new Kohl's positions in Q4 2014 and 41 closed out, a net change of +38 holders.
- The largest Kohl's buyer in Q4 2014 was Bank of New York Mellon, an estimated $93.9M added.
- The largest Kohl's seller in Q4 2014 was Harris Associates, an estimated $277M sold.
Based on aggregated 13F filings for Q4 2014.