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176 hedge funds and large institutions have $1.27B invested in KB Home in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 43 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 43

4.75% more ownership

Funds ownership: 79.48%84.23% (+4.7%)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$6.67M)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

3% less funds holding

Funds holding: 181176 (-5)

60% less call options, than puts

Call options by funds: $54.9M | Put options by funds: $136M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
5.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
83
Reduced
43
Closed
31
Calls
$54.9M
Puts
$136M
Net Calls
-$80.8M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M -$518K -29,599 -0.3%
BFA
2
BlackRock Fund Advisors
California
$122M -$2.65M -151,233 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.8M +$1.84M +105,158 +2%
OAMG
4
Odey Asset Management Group
United Kingdom
$68.1M +$15M +859,075 +29%
BIT
5
BlackRock Institutional Trust
California
$48.6M +$3.73M +213,430 +9%
State Street
6
State Street
Massachusetts
$47.7M -$966K -55,236 -2%
Millennium Management
7
Millennium Management
New York
$43.5M +$35.8M +2,048,252 +563%
Morgan Stanley
8
Morgan Stanley
New York
$42.3M +$33.8K +1,934 +0.1%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$37.4M -$1.99M -113,583 -5%
MVP
10
Miller Value Partners
Florida
$32.6M +$6.8M +388,650 +27%
Northern Trust
11
Northern Trust
Illinois
$31.9M +$599K +34,208 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$29.4M +$1.4M +79,833 +5%
Ameriprise
13
Ameriprise
Minnesota
$27.1M +$7.26M +414,959 +38%
CCI
14
Columbus Circle Investors
$24.6M +$1.98M +113,122 +9%
U
15
UBS
Switzerland
$23.1M +$3.26M +186,074 +17%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.1M +$8.71M +497,802 +88%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.4M +$516K +29,495 +3%
Capital Fund Management (CFM)
18
Capital Fund Management (CFM)
France
$17.1M +$8.97M +512,512 +117%
Norges Bank
19
Norges Bank
Norway
$15.9M
Wellington Management Group
20
Wellington Management Group
Massachusetts
$15.8M +$1.62M +92,692 +12%
TG
21
TCW Group
California
$15.2M +$5.24M +299,759 +55%
Goldman Sachs
22
Goldman Sachs
New York
$14.4M +$8.52M +486,963 +155%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$14.4M +$7.15M +408,373 +104%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.5M +$55.5K +3,174 +0.4%
Barclays
25
Barclays
United Kingdom
$11.8M +$1.01M +57,673 +10%

KBH Hedge Fund Activity: Q3 2013 in Review

176 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q3 2013, worth a combined $1.27B — up 0.53% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KBH and 29 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 83 added.

The largest buyer was Millennium Management, adding an estimated $35.8M. The largest seller was Pine River Capital Management, exiting entirely with an estimated $10.9M sold.

  • 176 institutional investors held KB Home (KBH) as of Q3 2013, down from 181 in Q2 2013.
  • Funds reported $1.27B of KB Home stock for Q3 2013, up 0.53% quarter-over-quarter.
  • 29 funds opened new KB Home positions in Q3 2013 and 31 closed out, a net change of -2 holders.
  • The largest KB Home buyer in Q3 2013 was Millennium Management, an estimated $35.8M added.
  • The largest KB Home seller in Q3 2013 was Pine River Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2013.