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236 hedge funds and large institutions have $2.69B invested in KBR in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.18M

23% more capital invested

Capital invested by funds: $2.19B → $2.69B (+$504M)

2.33% less ownership

Funds ownership: 102.55%100.22% (-2.3%)

2% less funds holding

Funds holding: 242236 (-6)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
236
Holders Change
-6
Holders Change %
-2.48%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
35
Increased
71
Reduced
91
Closed
40
Calls
$11.2M
Puts
$5.18M
Net Calls
+$6.04M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$308M +$194K +10,726 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$249M +$3.09M +171,195 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$137M +$18M +996,983 +16%
FCM
4
Frontier Capital Management
Massachusetts
$137M -$43.5K -2,409 -0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$120M +$11.3M +626,223 +11%
Pzena Investment Management
6
Pzena Investment Management
New York
$93.8M +$3.34M +184,696 +4%
State Street
7
State Street
Massachusetts
$87.9M +$3.39M +187,637 +4%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$81.2M -$484K -26,797 -0.6%
HCM
9
Huber Capital Management
California
$77.3M -$16.5M -913,974 -18%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$69.2M +$1.02M +56,380 +2%
Goldman Sachs
11
Goldman Sachs
New York
$68.6M -$1.5M -82,946 -2%
Bank of America
12
Bank of America
North Carolina
$67.7M +$29.2M +1,617,237 +84%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$61.3M -$8.99M -497,915 -13%
Invesco
14
Invesco
Georgia
$56.3M +$30.1M +1,669,321 +131%
Millennium Management
15
Millennium Management
New York
$51.2M +$21.8M +1,205,393 +82%
Northern Trust
16
Northern Trust
Illinois
$42.9M +$681K +37,719 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$41.9M +$445K +24,641 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$33.7M +$2.58M +142,935 +9%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$33.3M +$1.43M +79,345 +5%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$31M
JP Morgan Chase
21
JP Morgan Chase
New York
$30.8M -$8.95M -495,617 -24%
Victory Capital Management
22
Victory Capital Management
Texas
$28.8M -$790K -43,723 -3%
Boston Partners
23
Boston Partners
Massachusetts
$28.1M -$5.33M -295,212 -17%
AQR Capital Management
24
AQR Capital Management
Connecticut
$28M -$13.6M -753,507 -34%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$27.7M -$1.42M -78,400 -5%

KBR Hedge Fund Activity: Q1 2019 in Review

236 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q1 2019, worth a combined $2.69B — up 23% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KBR and 35 opened new positions — a net loss of 5 holders — while 91 trimmed existing stakes and 71 added.

The largest buyer was Invesco, adding an estimated $30.1M. The largest seller was Citadel Advisors, cutting an estimated $28.6M.

  • 236 institutional investors held KBR (KBR) as of Q1 2019, down from 242 in Q4 2018.
  • Funds reported $2.69B of KBR stock for Q1 2019, up 23% quarter-over-quarter.
  • 35 funds opened new KBR positions in Q1 2019 and 40 closed out, a net change of -5 holders.
  • The largest KBR buyer in Q1 2019 was Invesco, an estimated $30.1M added.
  • The largest KBR seller in Q1 2019 was Citadel Advisors, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2019.