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Kratos Defense & Security Solutions

173 hedge funds and large institutions have $915M invested in Kratos Defense & Security Solutions in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 40

9.98% more ownership

Funds ownership: 75.95%85.93% (+10%)

10% more capital invested

Capital invested by funds: $835M → $915M (+$80.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

2% less funds holding

Funds holding: 177173 (-4)

54% less call options, than puts

Call options by funds: $8.63M | Put options by funds: $18.7M

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
68
Reduced
40
Closed
33
Calls
$8.63M
Puts
$18.7M
Net Calls
-$10.1M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1
Oak Management Corp
Connecticut
$133M
BlackRock
2
BlackRock
New York
$101M +$2.93M +263,413 +3%
Capital World Investors
3
Capital World Investors
California
$85M
State Street
4
State Street
Massachusetts
$57.1M +$3.81M +342,213 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$39.9M +$459K +41,208 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$37.6M +$953K +85,563 +2%
DCM
7
Daruma Capital Management
New York
$36.6M +$39.6M +3,557,993 New
Millennium Management
8
Millennium Management
New York
$34.4M +$9.22M +827,752 +33%
PCMI
9
Paradigm Capital Management Inc
New York
$24.1M
EA
10
Emerald Advisers
Pennsylvania
$23.1M -$638K -57,279 -2%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.9M +$1.35M +121,091 +6%
RA
12
Royce & Associates
New York
$20.2M +$902K +81,000 +4%
PCM
13
Peregrine Capital Management
Minnesota
$16.5M -$605K -54,268 -3%
SCM
14
SG Capital Management
Illinois
$15.7M +$17M +1,525,518 New
SST
15
S Squared Technology
New York
$15.1M -$3.84M -345,000 -19%
RA
16
Rovida Advisors
Florida
$14.8M +$5.38M +483,300 +51%
MAP
17
Managed Asset Portfolios
Michigan
$12.6M +$157K +14,090 +1%
SIMG
18
Stephens Investment Management Group
Texas
$12.4M +$8.53M +765,837 +176%
GIP
19
Granite Investment Partners
California
$12.3M +$4.63M +415,594 +53%
Northern Trust
20
Northern Trust
Illinois
$11.5M +$755K +67,816 +6%
Allianz Asset Management
21
Allianz Asset Management
Germany
$8.91M +$9.64M +865,688 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.3M +$338K +30,367 +4%
American Century Companies
23
American Century Companies
Missouri
$8.13M +$3.96M +355,284 +82%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$7.37M +$4.13M +371,200 +108%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.19M +$7.78M +698,411 New

KTOS Hedge Fund Activity: Q1 2018 in Review

173 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kratos Defense & Security Solutions (KTOS) for Q1 2018, worth a combined $915M — up 9.6% from $835M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of KTOS and 30 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 68 added.

The largest buyer was Daruma Capital Management, opening a new position worth an estimated $39.6M. The largest seller was Invesco, cutting an estimated $12.7M.

  • 173 institutional investors held Kratos Defense & Security Solutions (KTOS) as of Q1 2018, down from 177 in Q4 2017.
  • Funds reported $915M of Kratos Defense & Security Solutions stock for Q1 2018, up 9.6% quarter-over-quarter.
  • 30 funds opened new Kratos Defense & Security Solutions positions in Q1 2018 and 33 closed out, a net change of -3 holders.
  • The largest Kratos Defense & Security Solutions buyer in Q1 2018 was Daruma Capital Management, an estimated $39.6M added.
  • The largest Kratos Defense & Security Solutions seller in Q1 2018 was Invesco, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2018.