Kyocera Adr
KYO
KYO was delisted on the 25th of June, 2018.
59 hedge funds and large institutions have $82.6M invested in Kyocera Adr in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 5 closing their positions.
3% more capital invested
Capital invested by funds: $80.4M → $82.6M (+$2.22M)
2% less funds holding
Funds holding: 60 → 59 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
44% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$4.94M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$338K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$247K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$229K |
| 5 |
WAM
World Asset Management
Detroit,
Michigan
|
+$90.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
-$1.8M |
| 2 |
Morgan Stanley
New York
|
-$1.48M |
| 3 |
JP Morgan Chase
New York
|
-$802K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$446K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $5K | -$2.84K | -59 | -35% |
|
|
RFA
52
Reilly Financial Advisors
La Mesa,
California
| $5K | – | – | – |
|
|
WAM
53
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $5K | – | – | – |
|
|
WA
54
Winfield Associates
Cleveland,
Ohio
| $4K | -$241 | -5 | -6% |
|
|
WC
55
Whitnell & Co
Oak Brook,
Illinois
| $3K | – | – | – |
|
56
Creative Planning
Overland Park,
Kansas
| $3K | +$2.89K | +60 | New |
|
|
WEC
57
Winslow Evans & Crocker
Boston,
Massachusetts
| $2.99K | – | – | – |
|
|
KT
58
Kanaly Trust
Houston,
Texas
| $2K | – | – | – |
|
|
HR
59
Howe & Rusling
Rochester,
New York
| $1K | +$1.25K | +26 | New |
|
|
60
Stifel Financial
St. Louis,
Missouri
| – | -$280K | -5,884 | Closed |
|
61
RhumbLine Advisers
Boston,
Massachusetts
| – | -$204K | -4,287 | Closed |
|
|
CCA
62
Checchi Capital Advisers
Beverly Hills,
California
| – | -$141K | -2,966 | Closed |
|
63
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$10K | -226 | Closed |
|
|
TRCT
64
Tower Research Capital (TRC)
New York
| – | -$3K | -70 | Closed |
|
KYO Hedge Fund Activity: Q3 2016 in Review
59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kyocera Adr (KYO) for Q3 2016, worth a combined $82.6M — up 2.8% from $80.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of KYO and 4 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 14 added.
The largest buyer was Glenmede Trust, adding an estimated $4.94M. The largest seller was Riverhead Capital Management, cutting an estimated $1.8M.
- 59 institutional investors held Kyocera Adr (KYO) as of Q3 2016, down from 60 in Q2 2016.
- Funds reported $82.6M of Kyocera Adr stock for Q3 2016, up 2.8% quarter-over-quarter.
- 4 funds opened new Kyocera Adr positions in Q3 2016 and 5 closed out, a net change of -1 holder.
- The largest Kyocera Adr buyer in Q3 2016 was Glenmede Trust, an estimated $4.94M added.
- The largest Kyocera Adr seller in Q3 2016 was Riverhead Capital Management, an estimated $1.8M sold.
Based on aggregated 13F filings for Q3 2016.