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237 hedge funds and large institutions have $2.21B invested in KBR in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

5% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 38

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 238237 (-1)

5% less call options, than puts

Call options by funds: $3.79M | Put options by funds: $3.99M

2.56% less ownership

Funds ownership: 99.74%97.18% (-2.6%)

20% less capital invested

Capital invested by funds: $2.77B → $2.21B (-$563M)

Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
5.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
93
Reduced
77
Closed
38
Calls
$3.79M
Puts
$3.99M
Net Calls
-$198K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M +$6.23M +343,215 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M +$17.1M +941,359 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$165M -$146M -8,062,486 -44%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$106M +$49.1M +2,707,603 +70%
HCM
5
Huber Capital Management
California
$101M -$9.04M -498,036 -7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$85.2M +$18.4M +1,014,497 +24%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$84.7M +$3.93M +216,275 +4%
State Street
8
State Street
Massachusetts
$75.6M -$3.5M -193,061 -4%
Capital World Investors
9
Capital World Investors
California
$64.8M -$51M -2,808,035 -41%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$60.7M +$20.9M +1,151,496 +44%
Pzena Investment Management
11
Pzena Investment Management
New York
$59.3M +$2.39M +131,898 +4%
SFM
12
Systematic Financial Management
New Jersey
$47.2M -$25M -1,377,765 -32%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$41.6M +$9.2M +506,811 +25%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.6M +$11M +607,164 +34%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$37.7M +$5.08M +280,000 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$34.5M +$940K +51,801 +2%
Northern Trust
17
Northern Trust
Illinois
$33.7M -$129K -7,105 -0.3%
Goldman Sachs
18
Goldman Sachs
New York
$32M +$10.3M +566,937 +40%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$30.2M -$1.58M -87,068 -4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$30.1M +$8.01M +441,516 +31%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$24.4M +$72.1K +3,973 +0.3%
Prudential Financial
22
Prudential Financial
New Jersey
$24M +$10.6M +584,714 +65%
KTA
23
Keeley-Teton Advisors
Illinois
$23M +$3.6M +198,337 +16%
RA
24
Royce & Associates
New York
$22.1M -$2.84M -156,513 -10%
Citadel Advisors
25
Citadel Advisors
Florida
$21.8M +$21.1M +1,159,748 +628%

KBR Hedge Fund Activity: Q1 2018 in Review

237 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q1 2018, worth a combined $2.21B — down 20% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new KBR positions and 38 closed out — a net gain of 2 holders — while 93 added to existing stakes and 77 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $49.1M. The largest seller was Fidelity Investments, cutting an estimated $146M.

  • 237 institutional investors held KBR (KBR) as of Q1 2018, down from 238 in Q4 2017.
  • Funds reported $2.21B of KBR stock for Q1 2018, down 20% quarter-over-quarter.
  • 40 funds opened new KBR positions in Q1 2018 and 38 closed out, a net change of +2 holders.
  • The largest KBR buyer in Q1 2018 was Hotchkis & Wiley Capital Management, an estimated $49.1M added.
  • The largest KBR seller in Q1 2018 was Fidelity Investments, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2018.