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241 hedge funds and large institutions have $2.74B invested in KBR in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $1.94B → $2.74B (+$808M)

5.45% more ownership

Funds ownership: 92.37%97.82% (+5.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 243241 (-2)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

10% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 90

71% less call options, than puts

Call options by funds: $8.13M | Put options by funds: $27.6M

Holders
241
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
81
Reduced
90
Closed
34
Calls
$8.13M
Puts
$27.6M
Net Calls
-$19.5M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Huber Capital Management
California
$208M +$26.6M +1,487,747 +16%
PIM
2
Platinum Investment Management
Australia
$195M -$16.3M -909,452 -8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$190M +$12.4M +693,320 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$182M +$4.31M +240,719 +3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$144M +$3.96M +220,913 +3%
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$119M +$28.1M +1,567,271 +35%
SFM
7
Systematic Financial Management
New Jersey
$111M +$102M +5,717,061 New
BFA
8
BlackRock Fund Advisors
California
$87.1M +$1.97M +110,001 +3%
BIT
9
BlackRock Institutional Trust
California
$80.5M +$425K +23,750 +0.6%
State Street
10
State Street
Massachusetts
$73.5M -$2.5M -139,654 -4%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$67.6M +$58M +3,236,216 +1,376%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$61.1M -$4.17M -233,018 -7%
RA
13
Royce & Associates
New York
$55.4M +$2.69M +150,100 +6%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$47.6M +$3.01M +167,901 +7%
Pzena Investment Management
15
Pzena Investment Management
New York
$46.6M
Franklin Resources
16
Franklin Resources
California
$43.4M +$17.2K +960 +0%
AQR Capital Management
17
AQR Capital Management
Connecticut
$40.8M -$2.08M -116,215 -5%
Millennium Management
18
Millennium Management
New York
$37.7M -$9.58M -534,946 -22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.7M +$1.14M +63,634 +4%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$35.4M +$32.6M +1,818,669 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$33M -$17.6M -983,693 -37%
AM
22
Appaloosa Management
Florida
$32.1M -$985K -55,000 -3%
Northern Trust
23
Northern Trust
Illinois
$31.4M +$4.01M +224,027 +16%
Citadel Advisors
24
Citadel Advisors
Florida
$29.1M +$20M +1,118,792 +296%
H
25
Hexavest
Quebec, Canada
$29.1M -$1.2M -66,720 -4%

KBR Hedge Fund Activity: Q2 2015 in Review

241 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q2 2015, worth a combined $2.74B — up 42% from $1.94B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of KBR and 32 opened new positions — a net loss of 2 holders — while 90 trimmed existing stakes and 81 added.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $102M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $39.9M sold.

  • 241 institutional investors held KBR (KBR) as of Q2 2015, down from 243 in Q1 2015.
  • Funds reported $2.74B of KBR stock for Q2 2015, up 42% quarter-over-quarter.
  • 32 funds opened new KBR positions in Q2 2015 and 34 closed out, a net change of -2 holders.
  • The largest KBR buyer in Q2 2015 was Systematic Financial Management, an estimated $102M added.
  • The largest KBR seller in Q2 2015 was Capital Research Global Investors, an estimated $39.9M sold.

Based on aggregated 13F filings for Q2 2015.