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310 hedge funds and large institutions have $2.27B invested in KB Home in 2022 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

3% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 114

0.31% more ownership

Funds ownership: 89.31%89.61% (+0.31%)

7% less capital invested

Capital invested by funds: $2.43B → $2.27B (-$163M)

9% less funds holding

Funds holding: 339310 (-29)

38% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 61

48% less call options, than puts

Call options by funds: $147M | Put options by funds: $283M

Holders
310
Holders Change
-29
Holders Change %
-8.55%
% of All Funds
5.22%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
38
Increased
117
Reduced
114
Closed
61
Calls
$147M
Puts
$283M
Net Calls
-$136M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$294M +$1.8M +56,525 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$229M +$2.09M +65,381 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M +$69M +2,161,680 +99%
Macquarie Group
4
Macquarie Group
Australia
$113M +$2.73M +85,582 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$102M -$2.97M -93,109 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$84.5M +$4.84M +151,511 +5%
Capital World Investors
7
Capital World Investors
California
$84.2M
State Street
8
State Street
Massachusetts
$77.7M -$320K -10,016 -0.4%
Fisher Asset Management
9
Fisher Asset Management
Washington
$69.3M +$716K +22,434 +0.9%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$42.6M -$51.7M -1,619,931 -52%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$41.2M +$216K +6,775 +0.5%
Northern Trust
12
Northern Trust
Illinois
$36.3M -$249K -7,794 -0.6%
Goldman Sachs
13
Goldman Sachs
New York
$35.2M +$12.2M +380,877 +44%
Holocene Advisors
14
Holocene Advisors
New York
$33.6M +$34.8M +1,089,680 +1,181%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.9M -$1.27M -39,900 -4%
MCM
16
Masters Capital Management
Georgia
$28.5M +$16M +500,000 +100%
BCAM
17
Boston Common Asset Management
Massachusetts
$27.6M +$776K +24,303 +3%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$27.1M -$36M -1,126,636 -54%
Bank of America
19
Bank of America
North Carolina
$25.6M -$23.3M -729,890 -45%
Citadel Advisors
20
Citadel Advisors
Florida
$25.1M +$20.9M +655,915 +290%
Morgan Stanley
21
Morgan Stanley
New York
$24.2M +$13.2M +414,583 +95%
PAMS
22
Pictet Asset Management (Switzerland)
Switzerland
$21.9M +$24.6M +769,477 New
JP Morgan Chase
23
JP Morgan Chase
New York
$21M +$8.71M +272,900 +59%
Charles Schwab
24
Charles Schwab
California
$19.5M -$24.9K -781 -0.1%
Group One Trading
25
Group One Trading
Illinois
$19.5M +$10.4M +326,410 +91%

KBH Hedge Fund Activity: Q2 2022 in Review

310 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KB Home (KBH) for Q2 2022, worth a combined $2.27B — down 6.7% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of KBH and 38 opened new positions — a net loss of 23 holders — while 114 trimmed existing stakes and 117 added.

The largest buyer was Fidelity Investments, adding an estimated $69M. The largest seller was Balyasny Asset Management, cutting an estimated $51.7M.

  • 310 institutional investors held KB Home (KBH) as of Q2 2022, down from 339 in Q1 2022.
  • Funds reported $2.27B of KB Home stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 38 funds opened new KB Home positions in Q2 2022 and 61 closed out, a net change of -23 holders.
  • The largest KB Home buyer in Q2 2022 was Fidelity Investments, an estimated $69M added.
  • The largest KB Home seller in Q2 2022 was Balyasny Asset Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2022.