Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

23.13
BATS BZX Real-Time Price
As of 1:15pm ET
 +0.12 / +0.52%
Today’s Change
14.02
Today|||52-Week Range
26.46
+23.89%
Year-to-Date
Institutional investors purchased a net $2.1 million shares of KATE during the quarter ended December 2016 and now own 98.89% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Apparel/Footwear industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders55.23%
Other institutional43.66%
Individual stakeholders1.15%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016WELLINGTON MANAGEMENT CO. LLP  Bought 1.8 Million shares of Kate Spade & Co
12/31/2016MILLENNIUM MANAGEMENT LLC  Bought 1.6 Million shares of Kate Spade & Co
12/31/2016ADAGE CAPITAL MANAGEMENT LP  Bought 1.5 Million shares of Kate Spade & Co

Top 10 Owners of Kate Spade & Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wellington Management Co. LLP8.40%10,781,964257,257,661+1,769,720+19.64%
The Vanguard Group, Inc.7.43%9,535,575227,518,820+271,391+2.93%
BlackRock Fund Advisors6.90%8,854,109211,259,041+471,703+5.63%
Fidelity Management & Research Co...6.48%8,317,187198,448,082-4,618,686-35.70%
Harris Associates LP5.70%7,309,011174,393,002+965,500+15.22%
Goldman Sachs Asset Management LP4.84%6,206,937148,097,517-954,031-13.32%
Jennison Associates LLC2.86%3,665,84487,467,038-247,468-6.32%
Waddell & Reed Investment Managem...2.82%3,613,89786,227,582-441,985-10.90%
Scopus Asset Management LP2.49%3,193,40076,194,524-123,166-3.71%
SSgA Funds Management, Inc.2.48%3,186,34676,026,216-50,499-1.56%

Top 10 Mutual Funds Holding Kate Spade & Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Oakmark Equity & Income Fund5.35%6,868,891163,891,739+1,146,900+20.04%
iShares Core S&P Mid Cap ETF2.30%2,954,02570,483,037+105,948+3.72%
Vanguard Small Cap Index Fund2.27%2,909,86869,429,450+48,489+1.69%
Vanguard Total Stock Market Index...2.16%2,766,98266,020,191+72,400+2.69%
Vanguard Explorer Fund1.93%2,481,75859,214,746+592,208+31.34%
Prudential Jennison Mid Cap Growt...1.83%2,345,25755,957,832-183,002-7.24%
Fidelity Growth Company Fund1.73%2,217,41552,907,522-692,000-23.78%
Goldman Sachs Mid Cap Value Fund1.39%1,782,16942,522,552+595,001+50.12%
Vanguard Small Cap Growth Index F...1.25%1,604,49838,283,322+7,540+0.47%
SPDR S&P Mid Cap 400 ETF Trust1.22%1,563,90537,314,773+36,136+2.37%