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250 hedge funds and large institutions have $2.3B invested in KBR in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 98 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $15.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4.54% more ownership

Funds ownership: 88.93%93.47% (+4.5%)

5% less capital invested

Capital invested by funds: $2.43B → $2.3B (-$133M)

12% less funds holding

Funds holding: 285250 (-35)

15% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 98

46% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 71

Holders
250
Holders Change
-35
Holders Change %
-12.28%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
38
Increased
83
Reduced
98
Closed
71
Calls
$48.8M
Puts
$15.9M
Net Calls
+$32.9M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
LK
101
Lumbard & Kellner
New Hampshire
$1.98M -$13.7K -765 -0.6%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$1.94M +$112K +6,270 +6%
RFC
103
Russell Frank Company
Washington
$1.83M -$2.84M -158,214 -59%
DSA
104
Davis Selected Advisers
Arizona
$1.78M +$394 +22 +0%
UBS AM
105
UBS AM
Illinois
$1.76M -$4.9M -273,441 -72%
Legal & General Group
106
Legal & General Group
United Kingdom
$1.75M -$241K -13,460 -12%
ASRS
107
Arizona State Retirement System
Arizona
$1.67M +$89.7K +5,000 +5%
Federated Hermes
108
Federated Hermes
Pennsylvania
$1.61M -$52.6K -2,936 -3%
SFP
109
Santa Fe Partners
New Mexico
$1.61M +$659K +36,739 +63%
MOACM
110
Mutual of America Capital Management
New York
$1.55M +$8.86K +494 +0.5%
SCM
111
Stanley Capital Management
Texas
$1.52M +$1.61M +89,554 New
SCCM
112
Schafer Cullen Capital Management
New York
$1.47M -$2.19M -121,955 -58%
MAA
113
Managed Account Advisors
New Jersey
$1.46M -$917K -51,169 -37%
AIM
114
ARGA Investment Management
Connecticut
$1.42M
Citigroup
115
Citigroup
New York
$1.34M -$962K -53,673 -40%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.22M +$12.6K +700 +1%
SOMRS
117
State of Michigan Retirement System
Michigan
$1.17M +$1.79K +100 +0.1%
AH
118
Allen Holding
New York
$1.16M
OA
119
OFI Advisors
Pennsylvania
$1.14M +$173K +9,668 +17%
Wells Fargo
120
Wells Fargo
California
$1.07M -$494K -27,537 -30%
CBB
121
Citizens Business Bank
California
$1.07M +$319K +17,800 +39%
CCMH
122
Cornerstone Capital Management Holdings
New York
$1.07M -$1.75M -97,514 -61%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$1.03M -$125K -6,987 -10%
N
124
Nuveen
North Carolina
$1.01M
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1M +$301K +16,787 +40%

KBR Hedge Fund Activity: Q4 2014 in Review

250 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q4 2014, worth a combined $2.3B — down 5.5% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of KBR and 38 opened new positions — a net loss of 33 holders — while 98 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, adding an estimated $173M. The largest seller was Franklin Resources, cutting an estimated $54M.

  • 250 institutional investors held KBR (KBR) as of Q4 2014, down from 285 in Q3 2014.
  • Funds reported $2.3B of KBR stock for Q4 2014, down 5.5% quarter-over-quarter.
  • 38 funds opened new KBR positions in Q4 2014 and 71 closed out, a net change of -33 holders.
  • The largest KBR buyer in Q4 2014 was Balyasny Asset Management, an estimated $173M added.
  • The largest KBR seller in Q4 2014 was Franklin Resources, an estimated $54M sold.

Based on aggregated 13F filings for Q4 2014.