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347 hedge funds and large institutions have $7.86B invested in KBR in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

6% more capital invested

Capital invested by funds: $7.42B → $7.86B (+$448M)

2% more funds holding

Funds holding: 341347 (+6)

0.13% more ownership

Funds ownership: 104.45%104.58% (+0.13%)

8% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 127

59% less call options, than puts

Call options by funds: $6.38M | Put options by funds: $15.6M

Holders
347
Holders Change
+6
Holders Change %
+1.76%
% of All Funds
5.53%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.37%
New
51
Increased
117
Reduced
127
Closed
42
Calls
$6.38M
Puts
$15.6M
Net Calls
-$9.21M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$22K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$22K +$419 +8 +2%
STCOSD
303
Sageworth Trust Company of South Dakota
South Dakota
$18.7K
SWM
304
Spire Wealth Management
Virginia
$18.2K +$17.3K +331 New
AWM
305
Atticus Wealth Management
Florida
$16.5K
HCP
306
Hexagon Capital Partners
Arkansas
$16.5K
TLA
307
Tanglewood Legacy Advisors
Texas
$14.3K
FHA
308
First Horizon Advisors
Tennessee
$11.2K +$10.6K +203 New
PCM
309
Pointe Capital Management
Michigan
$11K +$10.5K +200 New
TFGT
310
TS Financial Group (TSFG)
Illinois
$11K
ST
311
Sageworth Trust
Pennsylvania
$10.9K
Bessemer Group
312
Bessemer Group
New Jersey
$10K
WT
313
Whittier Trust
California
$9.63K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$9.47K +$4.55K +87 +102%
SSC
315
Syverson Strege & Co
Iowa
$9K +$52 +1 +0.6%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$6K -$8.53K -163 -60%
ST
317
Smithfield Trust
Pennsylvania
$6K
CTA
318
Colonial Trust Advisors
South Carolina
$5.72K
GRP
319
Global Retirement Partners
California
$5.21K
CAL
320
Capital Advisors Ltd
Ohio
$5K -$14.3K -273 -74%
SWA
321
SOA Wealth Advisors
New York
$4.96K
VWM
322
Venturi Wealth Management
Texas
$4.63K +$4.4K +84 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$4.35K -$209 -4 -5%
SFG
324
Steward Financial Group
Texas
$4K +$2.51K +48 +185%
LC
325
Lindbrook Capital
California
$3.8K +$366 +7 +11%

KBR Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q1 2023, worth a combined $7.86B — up 6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new KBR positions and 42 closed out — a net gain of 9 holders — while 117 added to existing stakes and 127 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.8M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $68.6M sold.

  • 347 institutional investors held KBR (KBR) as of Q1 2023, up from 341 in Q4 2022.
  • Funds reported $7.86B of KBR stock for Q1 2023, up 6% quarter-over-quarter.
  • 51 funds opened new KBR positions in Q1 2023 and 42 closed out, a net change of +9 holders.
  • The largest KBR buyer in Q1 2023 was Fidelity Investments, an estimated $55.8M added.
  • The largest KBR seller in Q1 2023 was Fiduciary Management Inc, an estimated $68.6M sold.

Based on aggregated 13F filings for Q1 2023.