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243 hedge funds and large institutions have $2.3B invested in KBR in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $2.05B → $2.3B (+$244M)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% more funds holding

Funds holding: 241243 (+2)

0.7% more ownership

Funds ownership: 95.76%96.46% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

30% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $2.25M

Holders
243
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
80
Reduced
92
Closed
40
Calls
$1.56M
Puts
$2.25M
Net Calls
-$683K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$7K
GWM
227
Geneos Wealth Management
Colorado
$5K
CFD
228
Creative Financial Designs
Indiana
$4K +$3.63K +228 New
SPIA
229
Steward Partners Investment Advisory
New York
$3K +$3.18K +200 New
ECM
230
Elgethun Capital Management
South Dakota
$3K +$3.28K +206 New
AG
231
Advisor Group
Arizona
$2K -$860 -54 -36%
JCM
232
Jacobi Capital Management
Pennsylvania
$2K
KT
233
Kanaly Trust
Texas
$2K
WA
234
Winfield Associates
Ohio
$2K
SEC
235
Seven Eight Capital
New York
$2K +$1.59K +100 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.85K +116 New
OFW
237
Omnia Family Wealth
Florida
$2K +$2.31K +145 New
VCM
238
Versant Capital Management
Arizona
$1K -$971 -61 -46%
AAP
239
Arax Advisory Partners
Colorado
$1K +$1.23K +77 New
EARNEST Partners
240
EARNEST Partners
Georgia
$1K +$1.39K +87 New
BFM
241
Boothbay Fund Management
New York
$178 +$170K +10,680 New
Barrow, Hanley, Mewhinney & Strauss
242
Barrow, Hanley, Mewhinney & Strauss
Texas
-$104M -6,885,683 Closed
HI
243
HBK Investments
Texas
-$1.77M -116,804 Closed
DSA
244
Davis Selected Advisers
Arizona
-$1.59M -105,300 Closed
MLIM
245
Mountain Lake Investment Management
Florida
-$1.51M -100,000 Closed
Squarepoint
246
Squarepoint
New York
-$1.45M -95,847 Closed
TC
247
TFS Capital
Pennsylvania
-$1.09M -72,310 Closed
CIM
248
CenturyLink Investment Management
Colorado
-$1.01M -63,634 Closed
AIM
249
Alambic Investment Management
California
-$911K -60,200 Closed
CIC
250
Cornercap Investment Counsel
Georgia
-$905K -59,790 Closed

KBR Hedge Fund Activity: Q4 2016 in Review

243 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q4 2016, worth a combined $2.3B — up 12% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KBR positions and 40 closed out — a net gain of 4 holders — while 80 added to existing stakes and 92 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $60.9M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $104M sold.

  • 243 institutional investors held KBR (KBR) as of Q4 2016, up from 241 in Q3 2016.
  • Funds reported $2.3B of KBR stock for Q4 2016, up 12% quarter-over-quarter.
  • 44 funds opened new KBR positions in Q4 2016 and 40 closed out, a net change of +4 holders.
  • The largest KBR buyer in Q4 2016 was Fidelity Investments, an estimated $60.9M added.
  • The largest KBR seller in Q4 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2016.