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KB Home
KBH

179 hedge funds and large institutions have $1.47B invested in KB Home in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $110M | Put options by funds: $74.1M

18% more capital invested

Capital invested by funds: $1.25B → $1.47B (+$220M)

5.36% more ownership

Funds ownership: 81.53% → 86.89% (+5.4%)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

3% less funds holding

Funds holding: 185 → 179 (-6)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
5.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
62
Reduced
65
Closed
30
Calls
$110M
Puts
$74.1M
Net Calls
+$35.9M
Net Calls Change
+$54.5M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$62.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.5M
3
TG
TCW Group
California
+$20.8M
4
LOAMU
Lombard Odier Asset Management (USA)
New York
+$16.9M
5
Millennium Management
Millennium Management
New York
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$49.2M
2
PRCM
Pine River Capital Management
Minnesota
-$31.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$26M
4
Citigroup
Citigroup
New York
-$16.6M
5
Morgan Stanley
Morgan Stanley
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
26
Kelly Lawrence W & Associates
California
$12.1M +$10.9M +648,130 New
Deutsche Bank
27
Deutsche Bank
Germany
$11.6M -$2.27M -135,730 -18%
JP Morgan Chase
28
JP Morgan Chase
New York
$10.7M -$4.24M -253,077 -31%
Federated Hermes
29
Federated Hermes
Pennsylvania
$10M -$5.18M -309,403 -37%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$9.79M -$26M -1,550,828 -75%
Morgan Stanley
31
Morgan Stanley
New York
$9.74M -$14M -836,997 -62%
Goldman Sachs
32
Goldman Sachs
New York
$9.42M -$5.1M -304,345 -38%
PFMOSF
33
Philadelphia Financial Management of San Francisco
California
$8.63M +$7.74M +462,176 New
Geode Capital Management
34
Geode Capital Management
Massachusetts
$8.52M +$364K +21,709 +5%
U
35
UBS
Switzerland
$8.48M -$9.04M -539,660 -54%
BIM
36
BlackRock Investment Management
Delaware
$8.43M +$348K +20,784 +5%
CCP
37
Clough Capital Partners
Massachusetts
$7.25M +$6.5M +388,064 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$6.98M -$189K -11,300 -3%
CS
39
Credit Suisse
Switzerland
$6.63M -$2.46M -146,709 -29%
SCM
40
Stevens Capital Management
Pennsylvania
$6.45M +$55.3K +3,298 +1%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$6.36M +$5.7M +340,403 New
TCIM
42
TIAA CREF Investment Management
New York
$6.24M +$205K +12,236 +4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$6.01M +$1.85M +110,175 +52%
BCMNY
44
Buckingham Capital Management (New York)
New York
$5.37M +$4.82M +287,400 New
Charles Schwab
45
Charles Schwab
California
$5.17M +$152K +9,100 +3%
CC
46
Coastland Capital
California
$4.98M -$419K -25,000 -9%
MCM
47
Moore Capital Management
New York
$4.92M +$4.42M +263,525 New
Aviva
48
Aviva
United Kingdom
$4.65M +$1.49M +89,002 +56%
AIG
49
American International Group
New York
$4.38M -$73.6K -4,391 -2%
ARTA
50
A.R.T. Advisors
New York
$4.34M +$857K +51,176 +28%
1
2
3 4 5

KBH Hedge Fund Activity: Q2 2014 in Review

179 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q2 2014, worth a combined $1.47B — up 18% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of KBH and 25 opened new positions — a net loss of 5 holders — while 65 trimmed existing stakes and 62 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $62.3M. The largest seller was Citadel Advisors, cutting an estimated $49.2M.

  • 179 institutional investors held KB Home (KBH) as of Q2 2014, down from 185 in Q1 2014.
  • Funds reported $1.47B of KB Home stock for Q2 2014, up 18% quarter-over-quarter.
  • 25 funds opened new KB Home positions in Q2 2014 and 30 closed out, a net change of -5 holders.
  • The largest KB Home buyer in Q2 2014 was Franklin Resources, an estimated $62.3M added.
  • The largest KB Home seller in Q2 2014 was Citadel Advisors, an estimated $49.2M sold.

Based on aggregated 13F filings for Q2 2014.