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PERY

Perry Ellis International Inc
PERY

Delisted

PERY was delisted on the 19th of October, 2018.

102 hedge funds and large institutions have $132M invested in Perry Ellis International Inc in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 106102 (-4)

14% less capital invested

Capital invested by funds: $153M → $132M (-$21M)

26% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 42

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

42% less call options, than puts

Call options by funds: $341K | Put options by funds: $586K

Holders
102
Holders Change
-4
Holders Change %
-3.77%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
31
Reduced
42
Closed
15
Calls
$341K
Puts
$586K
Net Calls
-$245K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$18.2M -$114K -7,628 -0.6%
TAM
2
Tocqueville Asset Management
New York
$11.9M +$3.94M +263,200 +43%
BFA
3
BlackRock Fund Advisors
California
$9.81M +$81.6K +5,446 +0.8%
RA
4
Royce & Associates
New York
$8.79M -$1.5M -100,000 -14%
RFC
5
Russell Frank Company
Washington
$7.01M +$6.7M +447,314 +1,848%
BIT
6
BlackRock Institutional Trust
California
$6.52M -$176K -11,784 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.88M +$363K +24,255 +6%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$5.71M
Northern Trust
9
Northern Trust
Illinois
$4.34M -$182K -12,125 -4%
LSV Asset Management
10
LSV Asset Management
Illinois
$4.07M
State Street
11
State Street
Massachusetts
$2.98M +$7.53K +503 +0.2%
GC
12
Guggenheim Capital
Illinois
$2.83M +$55.7K +3,718 +2%
SCM
13
Signia Capital Management
Washington
$2.79M +$3.05M +203,364 New
KCM
14
Kennedy Capital Management
Missouri
$2.44M +$603K +40,246 +29%
PCM
15
Penn Capital Management
Pennsylvania
$2.18M -$467K -31,188 -16%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.18M +$435K +29,076 +22%
SRC
17
Shufro Rose & Co
New York
$2.08M +$798K +53,275 +54%
TBAM
18
True Bearing Asset Management
California
$1.77M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.62M -$71.5K -4,773 -4%
FP
20
Foundry Partners
Minnesota
$1.52M +$575K +38,398 +53%
NSIM
21
North Star Investment Management
Illinois
$1.51M +$286K +19,125 +21%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.3M -$576K -38,479 -29%
PI
23
Putnam Investments
Massachusetts
$1.14M -$163K -10,882 -12%
BCM
24
Bridgeway Capital Management
Texas
$1.1M +$524K +35,000 +77%
Principal Financial Group
25
Principal Financial Group
Iowa
$1.03M +$42K +2,803 +4%

PERY Hedge Fund Activity: Q1 2014 in Review

102 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Perry Ellis International Inc (PERY) for Q1 2014, worth a combined $132M — down 14% from $153M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PERY and 11 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 31 added.

The largest buyer was Russell Frank Company, adding an estimated $6.7M. The largest seller was Fidelity Investments, exiting entirely with an estimated $6.58M sold.

  • 102 institutional investors held Perry Ellis International Inc (PERY) as of Q1 2014, down from 106 in Q4 2013.
  • Funds reported $132M of Perry Ellis International Inc stock for Q1 2014, down 14% quarter-over-quarter.
  • 11 funds opened new Perry Ellis International Inc positions in Q1 2014 and 15 closed out, a net change of -4 holders.
  • The largest Perry Ellis International Inc buyer in Q1 2014 was Russell Frank Company, an estimated $6.7M added.
  • The largest Perry Ellis International Inc seller in Q1 2014 was Fidelity Investments, an estimated $6.58M sold.

Based on aggregated 13F filings for Q1 2014.