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237 hedge funds and large institutions have $2.94B invested in KBR in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $3.74M

19% more capital invested

Capital invested by funds: $2.48B → $2.94B (+$462M)

0.61% more ownership

Funds ownership: 98.43%99.04% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 248237 (-11)

22% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 96

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Holders
237
Holders Change
-11
Holders Change %
-4.44%
% of All Funds
5.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
75
Reduced
96
Closed
30
Calls
$5.67M
Puts
$3.74M
Net Calls
+$1.93M
Net Calls Change
+$6.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$330M +$985K +49,537 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$268M -$27.5M -1,384,454 -10%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$119M -$20M -1,002,919 -15%
HCM
4
Huber Capital Management
California
$114M -$5.08M -255,500 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$111M -$393K -19,776 -0.4%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$101M +$5.21M +261,762 +6%
State Street
7
State Street
Massachusetts
$100M +$4.27M +214,654 +5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$84.4M -$314K -15,760 -0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$82.7M +$30.4M +1,527,388 +64%
Pzena Investment Management
10
Pzena Investment Management
New York
$79.4M +$1.02M +51,285 +1%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$64.8M +$4.95M +248,631 +9%
Goldman Sachs
12
Goldman Sachs
New York
$61.7M +$45.6M +2,290,414 +365%
AQR Capital Management
13
AQR Capital Management
Connecticut
$60.1M +$3.26M +163,824 +6%
Deutsche Bank
14
Deutsche Bank
Germany
$58.8M +$34.2M +1,720,362 +162%
FCM
15
Frontier Capital Management
Massachusetts
$57.1M +$8.16M +410,383 +18%
Bank of America
16
Bank of America
North Carolina
$53.9M +$9.62M +483,401 +23%
JP Morgan Chase
17
JP Morgan Chase
New York
$52.1M +$4.32M +216,953 +10%
SFM
18
Systematic Financial Management
New Jersey
$45.9M -$1.56M -78,468 -3%
Northern Trust
19
Northern Trust
Illinois
$45.3M +$520K +26,140 +1%
Millennium Management
20
Millennium Management
New York
$44.9M +$34.4M +1,726,897 +433%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$44.9M -$1.65M -82,759 -4%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$39.7M +$31.7M +1,595,398 +561%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$37.2M -$1.3M -65,547 -4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$36.3M -$55.5M -2,789,289 -62%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$35.9M -$12.5M -630,000 -27%

KBR Hedge Fund Activity: Q3 2018 in Review

237 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q3 2018, worth a combined $2.94B — up 19% from $2.48B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of KBR and 21 opened new positions — a net loss of 9 holders — while 96 trimmed existing stakes and 75 added.

The largest buyer was Goldman Sachs, adding an estimated $45.6M. The largest seller was Capital World Investors, exiting entirely with an estimated $71.7M sold.

  • 237 institutional investors held KBR (KBR) as of Q3 2018, down from 248 in Q2 2018.
  • Funds reported $2.94B of KBR stock for Q3 2018, up 19% quarter-over-quarter.
  • 21 funds opened new KBR positions in Q3 2018 and 30 closed out, a net change of -9 holders.
  • The largest KBR buyer in Q3 2018 was Goldman Sachs, an estimated $45.6M added.
  • The largest KBR seller in Q3 2018 was Capital World Investors, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2018.