KBR
325 hedge funds and large institutions have $3.52B invested in KBR in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 132 reducing their positions, and 50 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
77% more call options, than puts
Call options by funds: $38.7M | Put options by funds: $21.8M
4% less funds holding
Funds holding: 338 → 325 (-13)
3.98% less ownership
Funds ownership: 93.3% → 89.33% (-4%)
12% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 50
17% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 132
20% less capital invested
Capital invested by funds: $4.4B → $3.52B (-$875M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$102M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$65.5M |
| 3 |
Millennium Management
New York
|
+$45.9M |
| 4 |
AWG
Alpha Wave Global
New York
|
+$45.7M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$127M |
| 2 |
MAM
Marketfield Asset Management
New York
|
-$73.2M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$70.9M |
| 4 |
O
OppenheimerFunds
New York
|
-$54.3M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$53M |
KBR Hedge Fund Activity: Q1 2014 in Review
325 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q1 2014, worth a combined $3.52B — down 20% from $4.4B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of KBR and 44 opened new positions — a net loss of 6 holders — while 132 trimmed existing stakes and 110 added.
The largest buyer was Franklin Resources, opening a new position worth an estimated $102M. The largest seller was Wellington Management Group, cutting an estimated $127M.
- 325 institutional investors held KBR (KBR) as of Q1 2014, down from 338 in Q4 2013.
- Funds reported $3.52B of KBR stock for Q1 2014, down 20% quarter-over-quarter.
- 44 funds opened new KBR positions in Q1 2014 and 50 closed out, a net change of -6 holders.
- The largest KBR buyer in Q1 2014 was Franklin Resources, an estimated $102M added.
- The largest KBR seller in Q1 2014 was Wellington Management Group, an estimated $127M sold.
Based on aggregated 13F filings for Q1 2014.