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202 hedge funds and large institutions have $1.69B invested in KB Home in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 71 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more capital invested

Capital invested by funds: $1.37B → $1.69B (+$322M)

6% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 71

2.29% less ownership

Funds ownership: 102.21%99.92% (-2.3%)

7% less funds holding

Funds holding: 218202 (-16)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

82% less call options, than puts

Call options by funds: $31.3M | Put options by funds: $170M

Holders
202
Holders Change
-16
Holders Change %
-7.34%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
75
Reduced
71
Closed
34
Calls
$31.3M
Puts
$170M
Net Calls
-$139M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$213M -$17.3M -988,300 -8%
BlackRock
2
BlackRock
New York
$200M +$175M +10,014,198 +20,000%
DSC
3
Donald Smith & Co
New York
$138M +$2.97M +169,696 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$127M +$4.27M +244,007 +4%
AQR Capital Management
5
AQR Capital Management
Connecticut
$114M -$3M -171,402 -3%
Fisher Asset Management
6
Fisher Asset Management
Washington
$70.8M -$2.03M -116,061 -3%
State Street
7
State Street
Massachusetts
$51.3M +$738K +42,224 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$47.9M -$237K -13,556 -0.6%
Goldman Sachs
9
Goldman Sachs
New York
$36.5M -$4.48M -256,423 -12%
RCIM
10
Russell Clark Investment Management
United Kingdom
$35.5M +$31.2M +1,783,700 New
Capital World Investors
11
Capital World Investors
California
$32.3M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.4M +$1.22M +69,753 +5%
LSV Asset Management
13
LSV Asset Management
Illinois
$29.7M -$96.2K -5,500 -0.4%
SDIC
14
South Dakota Investment Council
South Dakota
$29.2M -$1.92M -109,799 -7%
Franklin Resources
15
Franklin Resources
California
$27.8M -$9.31M -532,125 -28%
Northern Trust
16
Northern Trust
Illinois
$26.1M +$393K +22,453 +2%
Norges Bank
17
Norges Bank
Norway
$23.5M +$7.97M +455,756 +63%
JP Morgan Chase
18
JP Morgan Chase
New York
$21.8M +$7.53M +430,732 +65%
BSA
19
Braun Stacey Associates
New York
$18.1M +$11.7M +669,415 +279%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$16.2M +$4.43M +253,176 +45%
Wells Fargo
21
Wells Fargo
California
$15.9M +$228K +13,043 +2%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$15.2M
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$15.2M +$12.6M +718,250 +1,596%
GGHC
24
Gilder Gagnon Howe & Co
New York
$14.6M +$4.96M +283,446 +63%
SAM
25
Sentinel Asset Management
Vermont
$13.4M -$1.19M -67,811 -9%

KBH Hedge Fund Activity: Q1 2017 in Review

202 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q1 2017, worth a combined $1.69B — up 23% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KBH and 24 opened new positions — a net loss of 10 holders — while 71 trimmed existing stakes and 75 added.

The largest buyer was BlackRock, adding an estimated $175M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $45.5M sold.

  • 202 institutional investors held KB Home (KBH) as of Q1 2017, down from 218 in Q4 2016.
  • Funds reported $1.69B of KB Home stock for Q1 2017, up 23% quarter-over-quarter.
  • 24 funds opened new KB Home positions in Q1 2017 and 34 closed out, a net change of -10 holders.
  • The largest KB Home buyer in Q1 2017 was BlackRock, an estimated $175M added.
  • The largest KB Home seller in Q1 2017 was Systematic Financial Management, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2017.