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KB Home
KBH

181 hedge funds and large institutions have $1.89B invested in KB Home in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $1.27B → $1.89B (+$618M)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

3% more funds holding

Funds holding: 176 → 181 (+5)

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

6.34% less ownership

Funds ownership: 84.23% → 77.89% (-6.3%)

58% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $149M

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
5.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
59
Closed
21
Calls
$62.5M
Puts
$149M
Net Calls
-$86.5M
Net Calls Change
-$5.68M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$44M
2
OAMG
Odey Asset Management Group
United Kingdom
+$16M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.6M
4
TG
TCW Group
California
+$14.7M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$11.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.9M
2
Millennium Management
Millennium Management
New York
-$30.5M
3
CCI
Columbus Circle Investors
-$24.6M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$11.4M
5
BFA
BlackRock Fund Advisors
California
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$546M -$998K -58,101 -92%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$168M -$32.9M -1,913,100 -17%
BFA
3
BlackRock Fund Advisors
California
$118M -$5.95M -345,978 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.2M +$10.6M +615,882 +14%
OAMG
5
Odey Asset Management Group
United Kingdom
$86.1M +$16M +931,737 +25%
Citadel Advisors
6
Citadel Advisors
Florida
$48.5M +$44M +2,558,463 +2,733%
State Street
7
State Street
Massachusetts
$47.2M -$1.12M -65,006 -2%
BIT
8
BlackRock Institutional Trust
California
$47M -$2.12M -123,493 -5%
Morgan Stanley
9
Morgan Stanley
New York
$42.6M -$269K -15,664 -0.7%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$37.9M – – –
MVP
11
Miller Value Partners
Florida
$35.5M +$2.3M +133,675 +7%
Ameriprise
12
Ameriprise
Minnesota
$34.4M +$6.55M +381,040 +25%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$32.6M +$15.6M +906,275 +103%
TG
14
TCW Group
California
$31M +$14.7M +854,308 +101%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$28.1M -$1.63M -94,683 -6%
Northern Trust
16
Northern Trust
Illinois
$27.1M -$4.94M -287,480 -16%
U
17
UBS
Switzerland
$25.8M +$2.25M +131,017 +10%
Goldman Sachs
18
Goldman Sachs
New York
$25.5M +$10.2M +591,348 +74%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$19.1M +$434K +25,257 +2%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.5M -$1.77M -103,278 -10%
Bank of America
21
Bank of America
North Carolina
$17M +$5.31M +309,278 +50%
Norges Bank
22
Norges Bank
Norway
$15.2M -$821K -47,798 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.8M +$109K +6,369 +0.9%
Barclays
24
Barclays
United Kingdom
$13.8M +$1.92M +111,844 +17%
Federated Hermes
25
Federated Hermes
Pennsylvania
$12.9M +$11.6M +677,710 +2,340%
1
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KBH Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q4 2013, worth a combined $1.89B — up 49% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KBH positions and 21 closed out — a net gain of 7 holders — while 64 added to existing stakes and 59 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $44M. The largest seller was Fidelity Investments, cutting an estimated $32.9M.

  • 181 institutional investors held KB Home (KBH) as of Q4 2013, up from 176 in Q3 2013.
  • Funds reported $1.89B of KB Home stock for Q4 2013, up 49% quarter-over-quarter.
  • 28 funds opened new KB Home positions in Q4 2013 and 21 closed out, a net change of +7 holders.
  • The largest KB Home buyer in Q4 2013 was Citadel Advisors, an estimated $44M added.
  • The largest KB Home seller in Q4 2013 was Fidelity Investments, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2013.