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KB Home
KBH

322 hedge funds and large institutions have $3.14B invested in KB Home in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $2.36B → $3.14B (+$781M)

20% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 40

3.46% more ownership

Funds ownership: 89.97% → 93.42% (+3.5%)

2% more funds holding

Funds holding: 317 → 322 (+5)

8% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 119

75% less call options, than puts

Call options by funds: $125M | Put options by funds: $503M

Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
110
Reduced
119
Closed
40
Calls
$125M
Puts
$503M
Net Calls
-$378M
Net Calls Change
-$178M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.7M
2
Invesco
Invesco
Georgia
+$21.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.3M
4
American Century Companies
American Century Companies
Missouri
+$19.3M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$18M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$26.2M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$23M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$16.4M
5
Walleye Trading
Walleye Trading
New York
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$242K +$219K +5,998 New
ECG
227
Edge Capital Group
Georgia
$241K +$219K +6,000 New
Vontobel Holding
228
Vontobel Holding
Switzerland
$240K +$218K +5,978 New
RI
229
Ridgewood Investments
New Jersey
$238K -$237K -6,503 -52%
Brown Advisory
230
Brown Advisory
Maryland
$237K +$215K +5,904 New
SC
231
Scotia Capital
Ontario, Canada
$234K +$212K +5,817 New
ASN
232
Advisory Services Network
Georgia
$233K – – –
CG
233
Cutler Group
California
$233K -$791K -21,679 -79%
GAM
234
Gotham Asset Management
New York
$230K +$209K +5,726 New
VCM
235
Viewpoint Capital Management
Washington
$228K +$207K +5,670 New
CFG
236
Citizens Financial Group
Rhode Island
$226K +$205K +5,617 New
MGP
237
Metis Global Partners
California
$222K -$159K -4,364 -44%
LNWWM
238
Laird Norton Wetherby Wealth Management
California
$218K +$198K +5,420 New
VIM
239
Vista Investment Management
Pennsylvania
$217K +$197K +5,393 New
HSBC Holdings
240
HSBC Holdings
United Kingdom
$216K +$196K +5,369 New
JWM
241
Jupiter Wealth Management
Colorado
$209K +$190K +5,200 New
BF
242
BOK Financial
Oklahoma
$201K +$182K +5,000 New
NSEDCP
243
NJ State Employees Deferred Compensation Plan
New Jersey
$201K +$182K +5,000 New
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$194K -$342K -9,374 -66%
Lazard Asset Management
245
Lazard Asset Management
New York
$185K – – –
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$165K -$27.6K -755 -16%
TRCT
247
Tower Research Capital (TRC)
New York
$159K +$57.1K +1,565 +65%
ECM
248
EMC Capital Management
Texas
$155K – – –
C
249
Covestor
United Kingdom
$141K -$56.8K -1,556 -31%
SOW
250
State of Wyoming
Wyoming
$137K +$52K +1,424 +72%
8 9
10
11 12

KBH Hedge Fund Activity: Q1 2023 in Review

322 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q1 2023, worth a combined $3.14B — up 33% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KBH positions and 40 closed out — a net gain of 8 holders — while 110 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.7M. The largest seller was Citadel Advisors, cutting an estimated $26.2M.

  • 322 institutional investors held KB Home (KBH) as of Q1 2023, up from 317 in Q4 2022.
  • Funds reported $3.14B of KB Home stock for Q1 2023, up 33% quarter-over-quarter.
  • 48 funds opened new KB Home positions in Q1 2023 and 40 closed out, a net change of +8 holders.
  • The largest KB Home buyer in Q1 2023 was Fidelity Investments, an estimated $44.7M added.
  • The largest KB Home seller in Q1 2023 was Citadel Advisors, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2023.