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KYO

Kyocera Adr
KYO

Delisted

KYO was delisted on the 25th of June, 2018.

64 hedge funds and large institutions have $127M invested in Kyocera Adr in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $116M β†’ $127M (+$11M)

11% less funds holding

Funds holding: 72 β†’ 64 (-8)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
64
Holders Change
-8
Holders Change %
-11.11%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$22K -$8.7K -145 -29%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$22K – – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$21K +$2.1K +35 +11%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$18K -$120 -2 -0.7%
AAP
55
Arax Advisory Partners
Colorado
$15K -$10K -167 -40%
JP Morgan Chase
56
JP Morgan Chase
New York
$10K +$2.76K +46 +38%
LIA
57
LS Investment Advisors
Michigan
$9K – – –
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
RFA
59
Reilly Financial Advisors
California
$7K – – –
WA
60
Winfield Associates
Ohio
$5K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$3.86K – – –
ASN
62
Advisory Services Network
Georgia
$1K – – –
CTC
63
Central Trust Company
Missouri
$1K – – –
AssetMark Inc
64
AssetMark Inc
California
$1K +$600 +10 New
WSCM
65
Wellington Shields Capital Management
New York
– -$1.28M -21,959 Closed
Two Sigma Investments
66
Two Sigma Investments
New York
– -$977K -16,772 Closed
Cerity Partners
67
Cerity Partners
New York
– -$207K -12,465 Closed
Jane Street
68
Jane Street
New York
– -$598K -10,256 Closed
BCM
69
Bluefin Capital Management
New York
– -$426K -7,319 Closed
SCM
70
Shelton Capital Management
Colorado
– -$408K -7,000 Closed
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
– -$202K -3,459 Closed
DADC
72
D.A. Davidson & Co
Montana
– -$27K -466 Closed
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$24K -419 Closed
HA
74
Harfst & Associates
Wyoming
– -$8K -140 Closed
NFG
75
Next Financial Group
Texas
– -$6K -100 Closed

KYO Hedge Fund Activity: Q3 2017 in Review

64 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kyocera Adr (KYO) for Q3 2017, worth a combined $127M β€” up 9.5% from $116M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KYO and 7 opened new positions β€” a net loss of 5 holders β€” while 12 trimmed existing stakes and 28 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.5M. The largest seller was Wellington Shields Capital Management, exiting entirely with an estimated $1.28M sold.

  • 64 institutional investors held Kyocera Adr (KYO) as of Q3 2017, down from 72 in Q2 2017.
  • Funds reported $127M of Kyocera Adr stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 7 funds opened new Kyocera Adr positions in Q3 2017 and 12 closed out, a net change of -5 holders.
  • The largest Kyocera Adr buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $2.5M added.
  • The largest Kyocera Adr seller in Q3 2017 was Wellington Shields Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2017.