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KB Home
KBH

218 hedge funds and large institutions have $1.37B invested in KB Home in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 63

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

4.08% more ownership

Funds ownership: 98.13% → 102.21% (+4.1%)

4% more capital invested

Capital invested by funds: $1.32B → $1.37B (+$46.7M)

0% more funds holding

Funds holding: 218 → 218 (0)

85% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $151M

Holders
218
Holders Change
–
Holders Change %
0%
% of All Funds
5.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
80
Reduced
63
Closed
30
Calls
$23.2M
Puts
$151M
Net Calls
-$128M
Net Calls Change
-$39.8M

Top Buyers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
+$36.8M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$12.9M
4
SM
Senvest Management
New York
+$8.58M
5
BFA
BlackRock Fund Advisors
California
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$22M
2
Prudential Financial
Prudential Financial
New Jersey
-$11.4M
3
JIM
Jupiter Investment Management
United Kingdom
-$6.92M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$6.79M
5
MTB
Mizuho Trust & Banking
Japan
-$5.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M -$1.49M -95,200 -0.8%
DSC
2
Donald Smith & Co
New York
$107M +$36.8M +2,353,278 +53%
BFA
3
BlackRock Fund Advisors
California
$101M +$8.29M +530,250 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$97.2M +$2.7M +172,563 +3%
AQR Capital Management
5
AQR Capital Management
Connecticut
$93.5M +$15.1M +967,609 +20%
Fisher Asset Management
6
Fisher Asset Management
Washington
$58.2M -$1.59M -101,737 -3%
SFM
7
Systematic Financial Management
New Jersey
$45.5M -$2.86M -182,830 -6%
BIT
8
BlackRock Institutional Trust
California
$40.5M +$868K +55,547 +2%
State Street
9
State Street
Massachusetts
$40.2M -$1.32M -84,678 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$38.3M +$6.29M +402,390 +20%
Goldman Sachs
11
Goldman Sachs
New York
$33.1M +$3.02M +193,008 +10%
Franklin Resources
12
Franklin Resources
California
$30.5M -$3.8K -243 -0%
Capital World Investors
13
Capital World Investors
California
$25.7M – – –
SDIC
14
South Dakota Investment Council
South Dakota
$25M -$2.83M -181,280 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.9M +$1.69M +108,249 +8%
LSV Asset Management
16
LSV Asset Management
Illinois
$23.7M +$5.49M +351,514 +31%
Morgan Stanley
17
Morgan Stanley
New York
$20.5M +$12.9M +825,573 +175%
Northern Trust
18
Northern Trust
Illinois
$20.4M +$553K +35,383 +3%
Wells Fargo
19
Wells Fargo
California
$12.4M -$270K -17,289 -2%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$12.1M – – –
SAM
21
Sentinel Asset Management
Vermont
$11.7M -$243K -15,570 -2%
Norges Bank
22
Norges Bank
Norway
$11.5M -$22M -1,408,077 -66%
JP Morgan Chase
23
JP Morgan Chase
New York
$10.6M -$2.63M -168,527 -20%
BIM
24
BlackRock Investment Management
Delaware
$9.22M +$614K +39,294 +7%
ECM
25
Element Capital Management
New York
$8.93M – – –
1
2 3 4 5

KBH Hedge Fund Activity: Q4 2016 in Review

218 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q4 2016, worth a combined $1.37B — up 3.5% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KBH positions and 30 closed out — a net gain of 4 holders — while 80 added to existing stakes and 63 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $36.8M. The largest seller was Norges Bank, cutting an estimated $22M.

  • 218 institutional investors held KB Home (KBH) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $1.37B of KB Home stock for Q4 2016, up 3.5% quarter-over-quarter.
  • 34 funds opened new KB Home positions in Q4 2016 and 30 closed out, a net change of +4 holders.
  • The largest KB Home buyer in Q4 2016 was Donald Smith & Co, an estimated $36.8M added.
  • The largest KB Home seller in Q4 2016 was Norges Bank, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2016.