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108 hedge funds and large institutions have $944M invested in KT in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $303K | Put options by funds: $139K

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

2.33% less ownership

Funds ownership: 28.36%26.04% (-2.3%)

11% less funds holding

Funds holding: 121108 (-13)

15% less capital invested

Capital invested by funds: $1.1B → $944M (-$160M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
108
Holders Change
-13
Holders Change %
-10.74%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
8
Increased
41
Reduced
36
Closed
16
Calls
$303K
Puts
$139K
Net Calls
+$164K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Change in
Stake
SII
1
Silchester International Investors
United Kingdom
$398M +$692K +49,700 +0.2%
Wells Fargo
2
Wells Fargo
California
$138M -$3.2M -229,949 -2%
Macquarie Group
3
Macquarie Group
Australia
$46.8M -$546K -39,200 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.1M -$468K -33,594 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.3M
CBOA
6
Commonwealth Bank of Australia
Australia
$23.1M -$48.7M -3,498,023 -68%
KP
7
Kiltearn Partners
United Kingdom
$22.1M +$7.35M +527,900 +50%
RFC
8
Russell Frank Company
Washington
$19.6M -$10.3M -739,500 -34%
MIM
9
Mittleman Investment Management
New York
$16.4M +$1.9M +136,472 +13%
State Street
10
State Street
Massachusetts
$15.7M +$2.86M +205,231 +22%
Vanguard Group
11
Vanguard Group
Pennsylvania
$15.4M +$2.72M +195,110 +21%
KGI
12
Kopernik Global Investors
Florida
$11.5M +$8.39M +601,904 +270%
GH
13
GAM Holding
Switzerland
$11M +$4.64M +333,300 +72%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$9.98M
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$8.94M +$528K +37,883 +6%
PPA
16
Parametric Portfolio Associates
Washington
$8.53M +$387K +27,805 +5%
CS
17
Credit Suisse
Switzerland
$8.27M +$2.29M +164,539 +38%
MAA
18
Managed Account Advisors
New Jersey
$7.8M +$526K +37,774 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.59M -$116K -8,341 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$6.54M +$4.92M +352,915 +299%
BFA
21
BlackRock Fund Advisors
California
$6.21M -$3.19M -228,926 -34%
Deutsche Bank
22
Deutsche Bank
Germany
$5.65M -$5K -359 -0.1%
Morgan Stanley
23
Morgan Stanley
New York
$5.53M -$572K -41,028 -9%
UBS AM
24
UBS AM
Illinois
$5.3M
SIC
25
Sky Investment Counsel
Ontario, Canada
$5.25M -$26.1K -1,877 -0.5%

KT Hedge Fund Activity: Q1 2014 in Review

108 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in KT (KT) for Q1 2014, worth a combined $944M — down 15% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KT and 8 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Kopernik Global Investors, adding an estimated $8.39M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $48.7M.

  • 108 institutional investors held KT (KT) as of Q1 2014, down from 121 in Q4 2013.
  • Funds reported $944M of KT stock for Q1 2014, down 15% quarter-over-quarter.
  • 8 funds opened new KT positions in Q1 2014 and 16 closed out, a net change of -8 holders.
  • The largest KT buyer in Q1 2014 was Kopernik Global Investors, an estimated $8.39M added.
  • The largest KT seller in Q1 2014 was Commonwealth Bank of Australia, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2014.