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Kratos Defense & Security Solutions

271 hedge funds and large institutions have $2.32B invested in Kratos Defense & Security Solutions in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 21

158% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $8.79M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

42% more capital invested

Capital invested by funds: $1.64B → $2.32B (+$686M)

13% more funds holding

Funds holding: 240271 (+31)

3.66% more ownership

Funds ownership: 85.22%88.88% (+3.7%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

Holders
271
Holders Change
+31
Holders Change %
+12.92%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
56
Increased
89
Reduced
82
Closed
21
Calls
$22.7M
Puts
$8.79M
Net Calls
+$13.9M
Net Calls Change
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$2K +$1.84K +100 New
SWM
252
Spire Wealth Management
Virginia
$1.83K
CA
253
Clearstead Advisors
Ohio
$1.62K -$1.47K -80 -50%
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.6K +$110 +6 +8%
CJ
255
Caitlin John
Michigan
$1.52K +$1.38K +75 New
AWM
256
Avior Wealth Management
Nebraska
$1.38K +$1.25K +68 New
SHIM
257
Stone House Investment Management
Pennsylvania
$1.05K +$955 +52 New
CCM
258
Chilton Capital Management
Texas
$1.01K
Russell Investments Group
259
Russell Investments Group
United Kingdom
$1.01K +$919 +50 New
AW
260
Avion Wealth
Texas
$1K
BTI
261
Blue Trust Inc
Georgia
$1K +$937 +51 New
GI
262
GAMMA Investing
California
$982 +$1.07K +58 New
AAP
263
Arax Advisory Partners
Colorado
$812 -$3.99K -217 -84%
SIC
264
SJS Investment Consulting
Ohio
$528 +$73 +4 +18%
MIM
265
Macroview Investment Management
Maryland
$508 +$459 +25 New
HNB
266
Huntington National Bank
Ohio
$365 +$331 +18 New
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$285 +$257 +14 New
GRP
268
Global Retirement Partners
California
$149 +$147 +8 New
GI
269
Gradient Investments
Minnesota
$101 +$92 +5 New
TWP
270
TFO Wealth Partners
Ohio
$20
Wellington Management Group
271
Wellington Management Group
Massachusetts
-$5.5M -366,089 Closed
TI
272
Trexquant Investment
Connecticut
-$2.32M -154,213 Closed
SG Americas Securities
273
SG Americas Securities
New York
-$1.2M -80,155 Closed
UFM
274
Ursa Fund Management
California
-$1.1M -73,000 Closed
HighTower Advisors
275
HighTower Advisors
Illinois
-$1.02M -67,899 Closed

KTOS Hedge Fund Activity: Q4 2023 in Review

271 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kratos Defense & Security Solutions (KTOS) for Q4 2023, worth a combined $2.32B — up 42% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new KTOS positions and 21 closed out — a net gain of 35 holders — while 89 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.1M. The largest seller was BAMCO Inc, cutting an estimated $10.8M.

  • 271 institutional investors held Kratos Defense & Security Solutions (KTOS) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $2.32B of Kratos Defense & Security Solutions stock for Q4 2023, up 42% quarter-over-quarter.
  • 56 funds opened new Kratos Defense & Security Solutions positions in Q4 2023 and 21 closed out, a net change of +35 holders.
  • The largest Kratos Defense & Security Solutions buyer in Q4 2023 was Morgan Stanley, an estimated $43.1M added.
  • The largest Kratos Defense & Security Solutions seller in Q4 2023 was BAMCO Inc, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.