KBR
243 hedge funds and large institutions have $1.94B invested in KBR in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 38 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 82
9% more call options, than puts
Call options by funds: $9.73M | Put options by funds: $8.89M
1.1% less ownership
Funds ownership: 93.47% → 92.37% (-1.1%)
3% less funds holding
Funds holding: 250 → 243 (-7)
13% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 38
16% less capital invested
Capital invested by funds: $2.3B → $1.94B (-$359M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$39.6M |
| 2 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$27.4M |
| 3 |
KL
KGH Ltd
Nassau,
Bahamas
|
+$27.1M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$23.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$101M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$60.8M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$48M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$22.6M |
| 5 |
TGI
Tradewinds Global Investors
Los Angeles,
California
|
-$14.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$3K | -200 | Closed |
|
|
BRWA
277
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$1 | -75 | Closed |
|
|
IF
278
Ironwood Financial
Tucson,
Arizona
| – | -$1K | -34 | Closed |
|
|
WA
279
WFG Advisors
Dallas,
Texas
| – | -$65 | -4 | -22% |
|
|
WCM
280
Wealthcare Capital Management
Richmond,
Virginia
| – | +$16 | +1 | New |
|
|
SF
281
Synovus Financial
Columbus,
Georgia
| – | +$911 | +56 | New |
|
KBR Hedge Fund Activity: Q1 2015 in Review
243 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q1 2015, worth a combined $1.94B — down 16% from $2.3B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of KBR and 33 opened new positions — a net loss of 5 holders — while 82 trimmed existing stakes and 97 added.
The largest buyer was Millennium Management, adding an estimated $39.6M. The largest seller was Balyasny Asset Management, cutting an estimated $101M.
- 243 institutional investors held KBR (KBR) as of Q1 2015, down from 250 in Q4 2014.
- Funds reported $1.94B of KBR stock for Q1 2015, down 16% quarter-over-quarter.
- 33 funds opened new KBR positions in Q1 2015 and 38 closed out, a net change of -5 holders.
- The largest KBR buyer in Q1 2015 was Millennium Management, an estimated $39.6M added.
- The largest KBR seller in Q1 2015 was Balyasny Asset Management, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2015.