We are live on ! Find out more

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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$3.52K
TAIM
327
TD Ameritrade Investment Management
Nebraska
$3K +$576 +11 +27%
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$2.75K
SC
329
Schubert & Co
Texas
$2.26K +$209 +4 +11%
HFS
330
Hantz Financial Services
Michigan
$2K
WWP
331
WR Wealth Planners
Missouri
$1.93K +$1.83K +35 New
AAS
332
Ameritas Advisory Services
Nebraska
$1.83K +$1.68K +32 New
DIP
333
DT Investment Partners
Pennsylvania
$1.48K
LFG
334
Larson Financial Group
Missouri
$1.3K
UB
335
UMB Bank
Missouri
$1.16K
CWC
336
Carolinas Wealth Consulting
North Carolina
$1.1K -$680 -13 -39%
SIC
337
SJS Investment Consulting
Ohio
$1.1K -$157 -3 -13%
DI
338
Disciplined Investments
Oklahoma
$1.1K
BIA
339
Bell Investment Advisors
California
$1.1K +$471 +9 +82%
FMP
340
Financial Management Professionals
Texas
$1K
HNB
341
Huntington National Bank
Ohio
$275 +$262 +5 New
FFA
342
Farther Finance Advisors
California
$220
TWP
343
TFO Wealth Partners
Ohio
$220 +$157 +3 +300%
AF
344
Allworth Financial
California
$166
SVCP
345
Silicon Valley Capital Partners
California
$2 -$52 -1 Closed
FMI
346
Fiduciary Management Inc
Wisconsin
-$68.6M -1,299,540 Closed
SSA
347
Schonfeld Strategic Advisors
New York
-$11.7M -221,388 Closed
AWAM
348
Appian Way Asset Management
New York
-$5.1M -96,503 Closed
FP
349
Foundry Partners
Minnesota
-$3.86M -73,144 Closed
Connor, Clark & Lunn Investment Management (CC&L)
350
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.7M -70,090 Closed

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.