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377 hedge funds and large institutions have $9.03B invested in KBR in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 96 increasing their positions, 165 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

16% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $9.59M

15% more capital invested

Capital invested by funds: $7.86B → $9.03B (+$1.17B)

9% more funds holding

Funds holding: 347377 (+30)

2.28% less ownership

Funds ownership: 104.58%102.3% (-2.3%)

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

42% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 165

Holders
377
Holders Change
+30
Holders Change %
+8.65%
% of All Funds
5.92%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.28%
New
61
Increased
96
Reduced
165
Closed
30
Calls
$11.1M
Puts
$9.59M
Net Calls
+$1.54M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.3B +$304M +5,102,470 +34%
Vanguard Group
2
Vanguard Group
Pennsylvania
$851M -$8M -134,175 -1%
BlackRock
3
BlackRock
New York
$822M -$43.7M -732,982 -5%
Invesco
4
Invesco
Georgia
$439M +$17.9M +300,047 +5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$415M -$26.2M -439,520 -6%
FCM
6
Frontier Capital Management
Massachusetts
$277M +$5.9M +99,020 +2%
State Street
7
State Street
Massachusetts
$245M -$5.57M -93,444 -2%
Macquarie Group
8
Macquarie Group
Australia
$194M -$14.4M -241,592 -7%
SCM
9
Snyder Capital Management
California
$194M -$5.35M -89,748 -3%
Franklin Resources
10
Franklin Resources
California
$191M -$21M -352,361 -11%
JP Morgan Chase
11
JP Morgan Chase
New York
$142M -$22.9M -384,811 -15%
TCIM
12
TOMS Capital Investment Management
New York
$141M +$129M +2,167,392 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$129M +$4.66M +78,173 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$129M +$411K +6,899 +0.3%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$126M -$15.9M -265,925 -12%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$123M -$8M -134,158 -7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$117M -$11.3M -189,128 -10%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$113M -$9.61M -161,111 -8%
Fidelity International
19
Fidelity International
Bermuda
$99.4M -$912K -15,299 -1%
PIP
20
Permian Investment Partners
Texas
$96.7M +$14.3M +240,000 +19%
Norges Bank
21
Norges Bank
Norway
$93.8M -$9.48M -158,907 -10%
JFG
22
Jefferies Financial Group
New York
$88.5M +$41.5M +695,685 +105%
SC
23
Samlyn Capital
New York
$88.4M +$208K +3,488 +0.3%
Ameriprise
24
Ameriprise
Minnesota
$84.3M +$35.3M +591,214 +84%
Viking Global Investors
25
Viking Global Investors
Connecticut
$78.3M -$28.4M -476,267 -28%

KBR Hedge Fund Activity: Q2 2023 in Review

377 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KBR (KBR) for Q2 2023, worth a combined $9.03B — up 15% from $7.86B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new KBR positions and 30 closed out — a net gain of 31 holders — while 96 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $304M. The largest seller was Impactive Capital, exiting entirely with an estimated $239M sold.

  • 377 institutional investors held KBR (KBR) as of Q2 2023, up from 347 in Q1 2023.
  • Funds reported $9.03B of KBR stock for Q2 2023, up 15% quarter-over-quarter.
  • 61 funds opened new KBR positions in Q2 2023 and 30 closed out, a net change of +31 holders.
  • The largest KBR buyer in Q2 2023 was Fidelity Investments, an estimated $304M added.
  • The largest KBR seller in Q2 2023 was Impactive Capital, an estimated $239M sold.

Based on aggregated 13F filings for Q2 2023.