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334 hedge funds and large institutions have $2.61B invested in Kohl's in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 123 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $169M | Put options by funds: $143M

3.33% more ownership

Funds ownership: 99.33%102.66% (+3.3%)

1% more capital invested

Capital invested by funds: $2.59B → $2.61B (+$27.2M)

5% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 123

6% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 53

1% less funds holding

Funds holding: 339334 (-5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
117
Reduced
123
Closed
53
Calls
$169M
Puts
$143M
Net Calls
+$26.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$302M -$5.49M -253,643 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M +$164K +7,565 +0.1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$235M +$15.7M +727,232 +8%
State Street
4
State Street
Massachusetts
$132M +$17.1M +790,403 +16%
MA
5
Macellum Advisors
New York
$126M +$154K +7,129 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$117M -$4.55M -210,478 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$101M +$1.66M +76,500 +2%
Allianz Asset Management
8
Allianz Asset Management
Germany
$71.7M +$5.57M +257,384 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$66.7M -$12.4M -571,735 -17%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$59.6M +$56M +2,586,048 New
AA
11
Ancora Advisors
Ohio
$51.9M +$3.92M +181,008 +9%
Two Sigma Investments
12
Two Sigma Investments
New York
$49.3M +$42.3M +1,953,553 +1,062%
Nomura Holdings
13
Nomura Holdings
Japan
$48.8M +$39.9M +1,845,057 +680%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.9M +$1M +46,275 +2%
Morgan Stanley
15
Morgan Stanley
New York
$39.4M +$13.7M +630,889 +59%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$39M +$17.1M +790,205 +88%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37.7M +$263K +12,150 +0.7%
Charles Schwab
18
Charles Schwab
California
$37M +$2.66M +123,141 +8%
American Century Companies
19
American Century Companies
Missouri
$28.1M -$451K -20,844 -2%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$25.8M +$14.6M +673,673 +151%
First Trust Advisors
21
First Trust Advisors
Illinois
$24.9M -$833K -38,487 -3%
Man Group
22
Man Group
United Kingdom
$24.6M +$23.1M +1,068,087 New
Northern Trust
23
Northern Trust
Illinois
$22.3M -$1.06M -48,958 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$22.1M -$31.7M -1,465,284 -60%
JP Morgan Chase
25
JP Morgan Chase
New York
$20.3M +$6.24M +288,449 +49%

KSS Hedge Fund Activity: Q2 2023 in Review

334 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kohl's (KSS) for Q2 2023, worth a combined $2.61B — up 1.1% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KSS and 50 opened new positions — a net loss of 3 holders — while 123 trimmed existing stakes and 117 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $56M. The largest seller was Bank of America, cutting an estimated $37.6M.

  • 334 institutional investors held Kohl's (KSS) as of Q2 2023, down from 339 in Q1 2023.
  • Funds reported $2.61B of Kohl's stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 50 funds opened new Kohl's positions in Q2 2023 and 53 closed out, a net change of -3 holders.
  • The largest Kohl's buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $56M added.
  • The largest Kohl's seller in Q2 2023 was Bank of America, an estimated $37.6M sold.

Based on aggregated 13F filings for Q2 2023.