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KVH Industries

69 hedge funds and large institutions have $127M invested in KVH Industries in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

0% more capital invested

Capital invested by funds: $127M → $127M (+$460K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.09% less ownership

Funds ownership: 55.13%55.04% (-0.09%)

4% less funds holding

Funds holding: 7269 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
26
Reduced
16
Closed
5
Calls
$149K
Puts
Net Calls
+$149K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$469K +$62.9K +5,000 +16%
TCIM
27
TIAA CREF Investment Management
New York
$451K -$14.7K -1,168 -3%
Morgan Stanley
28
Morgan Stanley
New York
$450K -$125K -9,936 -22%
FC
29
FCA Corp
Texas
$393K
TA
30
Teachers Advisors
New York
$341K -$2.37K -188 -0.7%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$322K
Wells Fargo
32
Wells Fargo
California
$309K +$12.5K +996 +4%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$288K -$10.1K -800 -4%
Invesco
34
Invesco
Georgia
$287K -$8.06K -640 -3%
PPA
35
Parametric Portfolio Associates
Washington
$286K -$22.9K -1,815 -8%
SFI
36
SPC Financial Inc
Maryland
$284K +$4.59K +365 +2%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$225K +$68.2K +5,421 +46%
P
38
Pitcairn
Pennsylvania
$214K -$15.3K -1,213 -7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$209K +$4.62K +367 +2%
CNBT
40
Canandaigua National Bank & Trust
New York
$195K -$4K -318 -2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$193K
PAM
42
Panagora Asset Management
Massachusetts
$161K
Two Sigma Advisers
43
Two Sigma Advisers
New York
$159K -$29K -2,300 -16%
AIG
44
American International Group
New York
$141K +$2.43K +193 +2%
Bank of America
45
Bank of America
North Carolina
$140K +$49.6K +3,939 +58%
SO
46
STRS Ohio
Ohio
$108K
Barclays
47
Barclays
United Kingdom
$88K +$67.4K +5,354 +396%
JP Morgan Chase
48
JP Morgan Chase
New York
$80K +$35K +2,783 +84%
UBS Group
49
UBS Group
Switzerland
$71K +$30K +2,382 +77%
Citigroup
50
Citigroup
New York
$58K +$12.5K +994 +29%

KVHI Hedge Fund Activity: Q3 2018 in Review

69 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q3 2018, worth a combined $127M — up 0.36% from $127M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of KVHI and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 26 added.

The largest buyer was Old Dominion Capital Management, opening a new position worth an estimated $1.51M. The largest seller was Needham Investment Management, cutting an estimated $629K.

  • 69 institutional investors held KVH Industries (KVHI) as of Q3 2018, down from 72 in Q2 2018.
  • Funds reported $127M of KVH Industries stock for Q3 2018, up 0.36% quarter-over-quarter.
  • 3 funds opened new KVH Industries positions in Q3 2018 and 5 closed out, a net change of -2 holders.
  • The largest KVH Industries buyer in Q3 2018 was Old Dominion Capital Management, an estimated $1.51M added.
  • The largest KVH Industries seller in Q3 2018 was Needham Investment Management, an estimated $629K sold.

Based on aggregated 13F filings for Q3 2018.