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Kratos Defense & Security Solutions
KTOS

311 hedge funds and large institutions have $2.37B invested in Kratos Defense & Security Solutions in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 27

61% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $11.4M

36% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 83

15% more funds holding

Funds holding: 271 → 311 (+40)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more capital invested

Capital invested by funds: $2.32B → $2.37B (+$45.3M)

0.93% less ownership

Funds ownership: 88.88% → 87.95% (-0.93%)

Holders
311
Holders Change
+40
Holders Change %
+14.76%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
70
Increased
113
Reduced
83
Closed
27
Calls
$18.3M
Puts
$11.4M
Net Calls
+$6.92M
Net Calls Change
-$6.99M

Top Buyers

1
WHG
Westwood Holdings Group
Texas
+$45.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.9M
3
CCPM
Cooper Creek Partners Management
New York
+$27.1M
4
HRCM
Hood River Capital Management
Florida
+$24.3M
5
State Street
State Street
Massachusetts
+$21.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.18M
3
SBH
Segall Bryant & Hamill
Illinois
-$7.11M
4
EGI
EAM Global Investors
California
-$4.9M
5
AIM
ARK Investment Management
Florida
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$22K +$5.78K +317 +35%
FFWM
252
Future Financial Wealth Management
Ohio
$18.4K +$18.2K +1,000 New
OPTFSNA
253
Old Point Trust & Financial Services N A
Virginia
$18.4K +$18.2K +1,000 New
PH
254
Pinnacle Holdings
Oklahoma
$18.4K +$18.2K +1,000 New
Allspring Global Investments
255
Allspring Global Investments
North Carolina
$18.2K +$18.1K +992 New
TFGT
256
TS Financial Group (TSFG)
Illinois
$16K – – –
IA
257
IFP Advisors
Florida
$13.9K -$364 -20 -3%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$12.3K +$3.88K +213 +52%
CIM
259
Contravisory Investment Management
Massachusetts
$11.9K – – –
LC
260
Lindbrook Capital
California
$11.7K +$1.69K +93 +17%
TRCT
261
Tower Research Capital (TRC)
New York
$10.8K -$391K -21,488 -97%
AF
262
Allworth Financial
California
$10.1K +$3.64K +200 +57%
FFA
263
Frazier Financial Advisors
Ohio
$10.1K – – –
EWA
264
EverSource Wealth Advisors
Alabama
$9.5K -$528 -29 -5%
NA
265
NewEdge Advisors
Louisiana
$9.19K – – –
PA
266
Parallel Advisors
California
$8.91K -$11.6K -638 -57%
WIA
267
Wetzel Investment Advisors
Indiana
$8.8K +$5.46K +300 +150%
WTA
268
Washington Trust Advisors
Massachusetts
$7.79K +$1.07K +59 +16%
RIL
269
Rothschild Investment LLC
Illinois
$7.63K +$273 +15 +4%
CAM
270
Creekmur Asset Management
Illinois
$7.06K -$3.06K -168 -30%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$6.36K – – –
PS
272
Principal Securities
Iowa
$6.07K – – –
BHWM
273
Bay Harbor Wealth Management
Maryland
$5.97K – – –
HCP
274
Hexagon Capital Partners
Arkansas
$5.51K – – –
PA
275
PSI Advisors
Florida
$5.51K – – –
9 10
11
12 13

KTOS Hedge Fund Activity: Q1 2024 in Review

311 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kratos Defense & Security Solutions (KTOS) for Q1 2024, worth a combined $2.37B — up 1.9% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new KTOS positions and 27 closed out — a net gain of 43 holders — while 113 added to existing stakes and 83 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $45.8M. The largest seller was Morgan Stanley, cutting an estimated $30.6M.

  • 311 institutional investors held Kratos Defense & Security Solutions (KTOS) as of Q1 2024, up from 271 in Q4 2023.
  • Funds reported $2.37B of Kratos Defense & Security Solutions stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 70 funds opened new Kratos Defense & Security Solutions positions in Q1 2024 and 27 closed out, a net change of +43 holders.
  • The largest Kratos Defense & Security Solutions buyer in Q1 2024 was Westwood Holdings Group, an estimated $45.8M added.
  • The largest Kratos Defense & Security Solutions seller in Q1 2024 was Morgan Stanley, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2024.