KBR
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.
28% more funds holding in top 10
Funds holding in top 10: 18 → 23 (+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: 341 → 347 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.8M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$49.1M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$42.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.9M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$68.6M |
| 2 |
Millennium Management
New York
|
-$36.6M |
| 3 |
SCM
Scopia Capital Management
New York
|
-$30.9M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$27.6M |
| 5 |
Goldman Sachs
New York
|
-$25.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
376
Fred Alger Management
New York
| – | -$44.4K | -840 | Closed |
|
|
OWA
377
One Wealth Advisors
San Francisco,
California
| – | -$40.6K | -768 | Closed |
|
|
PI
378
PEAK6 Investments
Chicago,
Illinois
| – | -$23K | -440 | Closed |
|
|
AWM
379
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$20.8K | -420 | Closed |
|
|
MSCM
380
McElhenny Sheffield Capital Management
Dallas,
Texas
| – | -$16.2K | -306 | Closed |
|
|
CA
381
Crewe Advisors
Salt Lake City,
Utah
| – | -$4.28K | -81 | Closed |
|
|
FGAM
382
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -53 | Closed |
|
|
GKIM
383
GW&K Investment Management
Boston,
Massachusetts
| – | -$2K | -44 | Closed |
|
|
SWM
384
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$907 | -17 | Closed |
|
|
SWA
385
Sutton Wealth Advisors
Tampa,
Florida
| – | -$370 | -7 | Closed |
|
|
SSG
386
Summit Securities Group
New York
| – | +$52 | +1 | New |
|
387
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$209 | +4 | New |
|
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.