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298 hedge funds and large institutions have $3.12B invested in KBR in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 108 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $91.4M | Put options by funds: $45M

6% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 108

0.65% more ownership

Funds ownership: 89.33%89.97% (+0.65%)

8% less funds holding

Funds holding: 325298 (-27)

12% less capital invested

Capital invested by funds: $3.52B → $3.12B (-$406M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

41% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 58

Holders
298
Holders Change
-27
Holders Change %
-8.31%
% of All Funds
8.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
34
Increased
114
Reduced
108
Closed
58
Calls
$91.4M
Puts
$45M
Net Calls
+$46.4M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$202M +$8.55M +340,743 +4%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$169M +$9.42M +375,728 +6%
HCM
3
Huber Capital Management
California
$128M +$90.9M +3,624,023 +209%
Capital Research Global Investors
4
Capital Research Global Investors
California
$113M
Wellington Management Group
5
Wellington Management Group
Massachusetts
$113M -$156M -6,232,025 -57%
State Street
6
State Street
Massachusetts
$113M -$668K -26,643 -0.6%
Franklin Resources
7
Franklin Resources
California
$105M +$25.3M +1,009,824 +30%
BIT
8
BlackRock Institutional Trust
California
$102M +$4.56M +181,784 +4%
BFA
9
BlackRock Fund Advisors
California
$97.6M +$8.44M +336,596 +9%
PIM
10
Platinum Investment Management
Australia
$94.2M +$64.7M +2,581,800 +189%
Goldman Sachs
11
Goldman Sachs
New York
$89.7M +$4.18M +166,650 +5%
AM
12
Appaloosa Management
Florida
$60.6M -$263K -10,500 -0.4%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$60.1M +$63.2M +2,520,000 New
RA
14
Royce & Associates
New York
$59.4M +$23.1M +921,530 +59%
Norges Bank
15
Norges Bank
Norway
$56.9M +$29.9M +1,192,444 +100%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$51.6M +$21.9M +874,800 +68%
Renaissance Technologies
17
Renaissance Technologies
New York
$49.9M +$43.1M +1,718,498 +458%
PIM
18
Perkins Investment Management
Illinois
$48.6M -$3.56M -141,880 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$41.9M +$6.59M +262,880 +18%
Two Sigma Investments
20
Two Sigma Investments
New York
$41.2M +$2.56M +101,993 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$41M -$787K -31,390 -2%
HCM
22
Highfields Capital Management
Massachusetts
$39.2M +$41.3M +1,645,000 New
H
23
Hexavest
Quebec, Canada
$37.6M +$17.3M +690,621 +78%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$36.5M -$787K -31,393 -2%
WCM
25
Wedge Capital Management
North Carolina
$36.1M +$6.81M +271,625 +22%

KBR Hedge Fund Activity: Q2 2014 in Review

298 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q2 2014, worth a combined $3.12B — down 12% from $3.52B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of KBR and 34 opened new positions — a net loss of 24 holders — while 108 trimmed existing stakes and 114 added.

The largest buyer was Huber Capital Management, adding an estimated $90.9M. The largest seller was Wellington Management Group, cutting an estimated $156M.

  • 298 institutional investors held KBR (KBR) as of Q2 2014, down from 325 in Q1 2014.
  • Funds reported $3.12B of KBR stock for Q2 2014, down 12% quarter-over-quarter.
  • 34 funds opened new KBR positions in Q2 2014 and 58 closed out, a net change of -24 holders.
  • The largest KBR buyer in Q2 2014 was Huber Capital Management, an estimated $90.9M added.
  • The largest KBR seller in Q2 2014 was Wellington Management Group, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2014.