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338 hedge funds and large institutions have $4.4B invested in KBR in 2013 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $120M | Put options by funds: $44.1M

60% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 43

7% more funds holding

Funds holding: 316338 (+22)

1.45% more ownership

Funds ownership: 91.86%93.3% (+1.4%)

1% less capital invested

Capital invested by funds: $4.43B → $4.4B (-$31.6M)

11% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 123

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
9.81%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
69
Increased
109
Reduced
123
Closed
43
Calls
$120M
Puts
$44.1M
Net Calls
+$76.3M
Net Calls Change
+$68M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
301
Rational Advisors
New York
$117K -$11K -330 -8%
LIA
302
LS Investment Advisors
Michigan
$116K +$121K +3,630 New
OMCS
303
Old Mutual Customised Solutions
South Africa
$108K
BFEC
304
Benjamin F. Edwards & Company
Missouri
$87K +$91K +2,740 New
MFS
305
MSI Financial Services
Massachusetts
$83K -$47.7K -1,437 -36%
HHMI
306
Howard Hughes Medical Institute
Maryland
$83K +$26.3K +792 +44%
KT
307
Kanaly Trust
Texas
$67K +$69.8K +2,100 New
Nordea Investment Management
308
Nordea Investment Management
Sweden
$57K +$59.8K +1,800 New
FNBT
309
FineMark National Bank & Trust
Florida
$54K +$1.66K +50 +3%
Envestnet Asset Management
310
Envestnet Asset Management
Illinois
$53K -$6.91K -208 -11%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$39K +$32.3K +971 +392%
HNB
312
Huntington National Bank
Ohio
$32K
LFR
313
Lehman Financial Resources
Pennsylvania
$32K
DekaBank Deutsche Girozentrale
314
DekaBank Deutsche Girozentrale
Germany
$31K
WCBA
315
Weaver C. Barksdale & Associates
Tennessee
$31K +$1.89K +57 +6%
BCMIO
316
Beacon Capital Management Inc (Ohio)
Ohio
$28K +$29.2K +880 New
SAMC
317
Shinko Asset Management Company
Japan
$26K
Creative Planning
318
Creative Planning
Kansas
$24K -$6.64K -200 -21%
LTFS
319
Ladenburg Thalmann Financial Services
Florida
$18K -$3.32K -100 -15%
LNB
320
Ledyard National Bank
$16K +$16.7K +504 New
CG
321
Colony Group
Massachusetts
$14K +$14.3K +430 New
WT
322
Whittier Trust
California
$12K +$6.64K +200 +114%
CTC
323
Central Trust Company
Missouri
$10K -$6.64K -200 -40%
FAM
324
Formidable Asset Management
Ohio
$9K
PTC
325
Private Trust Company
Ohio
$9K

KBR Hedge Fund Activity: Q4 2013 in Review

338 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q4 2013, worth a combined $4.4B — down 0.71% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new KBR positions and 43 closed out — a net gain of 26 holders — while 109 added to existing stakes and 123 trimmed.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $164M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 338 institutional investors held KBR (KBR) as of Q4 2013, up from 316 in Q3 2013.
  • Funds reported $4.4B of KBR stock for Q4 2013, down 0.71% quarter-over-quarter.
  • 69 funds opened new KBR positions in Q4 2013 and 43 closed out, a net change of +26 holders.
  • The largest KBR buyer in Q4 2013 was Marketfield Asset Management, an estimated $164M added.
  • The largest KBR seller in Q4 2013 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2013.