We are live on ! Find out more

176 hedge funds and large institutions have $1.3B invested in KB Home in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $110M | Put options by funds: $69.2M

20% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 55

8.04% more ownership

Funds ownership: 86.89%94.92% (+8%)

10% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 31

2% less funds holding

Funds holding: 179176 (-3)

12% less capital invested

Capital invested by funds: $1.47B → $1.3B (-$173M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
176
Holders Change
-3
Holders Change %
-1.68%
% of All Funds
5.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
66
Reduced
55
Closed
31
Calls
$110M
Puts
$69.2M
Net Calls
+$40.5M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M +$31.8M +1,850,691 +18%
BFA
2
BlackRock Fund Advisors
California
$89.6M -$11.4M -664,231 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.7M +$1.67M +97,183 +2%
TG
4
TCW Group
California
$67.4M +$23.2M +1,354,474 +43%
SC
5
Samlyn Capital
New York
$65.5M +$75.3M +4,384,070 New
Franklin Resources
6
Franklin Resources
California
$57.7M +$2.51M +146,098 +4%
BIT
7
BlackRock Institutional Trust
California
$43.7M +$3.99M +232,453 +9%
OAMG
8
Odey Asset Management Group
United Kingdom
$39.8M -$12.5M -725,357 -21%
State Street
9
State Street
Massachusetts
$39M -$1.44M -83,967 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$37.4M +$12.5M +725,555 +41%
VFA
11
Virtus Fund Advisers
Connecticut
$37.4M +$3.62M +211,109 +9%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$35.1M +$34.4M +2,005,766 +589%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$32.2M -$1.37M -79,915 -4%
MVP
14
Miller Value Partners
Florida
$30.6M +$1.08M +63,000 +3%
Ameriprise
15
Ameriprise
Minnesota
$28.9M +$1.26M +73,446 +4%
SDIC
16
South Dakota Investment Council
South Dakota
$24.9M +$28.6M +1,665,819 New
Northern Trust
17
Northern Trust
Illinois
$19.3M -$592K -34,509 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.1M +$103K +5,987 +0.6%
Wells Fargo
19
Wells Fargo
California
$13.8M +$1.17M +68,443 +8%
O
20
OppenheimerFunds
New York
$13.6M -$21.5K -1,254 -0.1%
Bank of America
21
Bank of America
North Carolina
$13.2M +$2.82M +164,331 +23%
SCM
22
Saba Capital Management
New York
$12.3M -$7.6M -442,652 -35%
Morgan Stanley
23
Morgan Stanley
New York
$11.5M +$4.23M +246,630 +47%
Deutsche Bank
24
Deutsche Bank
Germany
$10.6M +$1.6M +93,143 +15%
Principal Financial Group
25
Principal Financial Group
Iowa
$10.3M +$57.1K +3,326 +0.5%

KBH Hedge Fund Activity: Q3 2014 in Review

176 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q3 2014, worth a combined $1.3B — down 12% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KBH and 28 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 66 added.

The largest buyer was Samlyn Capital, opening a new position worth an estimated $75.3M. The largest seller was Wellington Management Group, cutting an estimated $27.7M.

  • 176 institutional investors held KB Home (KBH) as of Q3 2014, down from 179 in Q2 2014.
  • Funds reported $1.3B of KB Home stock for Q3 2014, down 12% quarter-over-quarter.
  • 28 funds opened new KB Home positions in Q3 2014 and 31 closed out, a net change of -3 holders.
  • The largest KB Home buyer in Q3 2014 was Samlyn Capital, an estimated $75.3M added.
  • The largest KB Home seller in Q3 2014 was Wellington Management Group, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2014.