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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
IWP
276
IAG Wealth Partners
Wisconsin
$5.05K – – –
WIM
277
Westside Investment Management
California
$4.59K – – –
BIA
278
Bell Investment Advisors
California
$4.45K – – –
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$4.3K +$4.26K +234 New
AWM
280
Avior Wealth Management
Nebraska
$3.82K +$2.55K +140 +206%
IRC
281
Investors Research Corp
Georgia
$3.68K – – –
AFG
282
Albion Financial Group
Utah
$3.42K – – –
BC
283
Barrett & Company
Rhode Island
$3.03K – – –
BFEC
284
Benjamin F. Edwards & Company
Missouri
$3K +$1.37K +75 +75%
BAM
285
Bellevue Asset Management
Washington
$2.96K +$401 +22 +16%
FFA
286
Farther Finance Advisors
California
$2.72K -$455 -25 -14%
WWP
287
WR Wealth Planners
Missouri
$2.54K +$2.51K +138 New
RWPA
288
Richard W. Paul & Associates
Michigan
$2.02K – – –
GI
289
GAMMA Investing
California
$1.95K +$874 +48 +83%
SWM
290
Spire Wealth Management
Virginia
$1.84K – – –
ACM
291
Anfield Capital Management
California
$1.67K +$1.66K +91 New
CA
292
Clearstead Advisors
Ohio
$1.56K – – –
SAM
293
Smartleaf Asset Management
Massachusetts
$1.49K +$1.49K +82 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$1.36K -$91 -5 -6%
AW
295
Avion Wealth
Texas
$1K – – –
HFS
296
Hantz Financial Services
Michigan
$1K +$601 +33 New
SHIM
297
Stone House Investment Management
Pennsylvania
$956 – – –
FCAS
298
First Command Advisory Services
Texas
$919 +$911 +50 New
AAP
299
Arax Advisory Partners
Colorado
$736 – – –
HNB
300
Huntington National Bank
Ohio
$607 +$273 +15 +83%
10 11
12
13 14

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.