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KVH Industries

76 hedge funds and large institutions have $134M invested in KVH Industries in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $129M → $134M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 7876 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
31
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$142K
RFC
52
Russell Frank Company
Washington
$140K
AIG
53
American International Group
New York
$139K +$3.39K +253 +2%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$136K +$54.2K +4,051 +65%
Morgan Stanley
55
Morgan Stanley
New York
$129K -$68.3K -5,103 -34%
Citigroup
56
Citigroup
New York
$99K -$36.1K -2,700 -26%
HR
57
Howe & Rusling
New York
$82K +$11.6K +865 +16%
RNS
58
Robert N. Shapiro
$53K
Axa
59
Axa
France
$42K +$42.8K +3,200 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$39K
U
61
UBS
Switzerland
$32K +$12.1K +906 +61%
Barclays
62
Barclays
United Kingdom
$25K -$2.21K -165 -8%
Wells Fargo
63
Wells Fargo
California
$23K +$4.76K +356 +26%
Creative Planning
64
Creative Planning
Kansas
$18K
TSW
65
Thompson Siegel & Walmsley
Virginia
$17K
FHA
66
First Horizon Advisors
Tennessee
$12K +$5.02K +375 +63%
BlackRock
67
BlackRock
New York
$7K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.57K +$323K +24,133 +5%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$6K
MFS
70
MSI Financial Services
Massachusetts
$5K
NES
71
New England Securities
New York
$5K
Invesco
72
Invesco
Georgia
$5K +$1.42K +106 +42%
KCM
73
Keane Capital Management
North Carolina
$2.96K +$976K +72,932 +48%
Bank of America
74
Bank of America
North Carolina
$2K -$26.6K -1,985 -94%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.2K -$1.79K -134 -60%

KVHI Hedge Fund Activity: Q1 2014 in Review

76 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2014, worth a combined $134M — up 4% from $129M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KVHI and 4 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was Needham Investment Management, adding an estimated $5.45M. The largest seller was Invicta Capital Management, cutting an estimated $7.46M.

  • 76 institutional investors held KVH Industries (KVHI) as of Q1 2014, down from 78 in Q4 2013.
  • Funds reported $134M of KVH Industries stock for Q1 2014, up 4% quarter-over-quarter.
  • 4 funds opened new KVH Industries positions in Q1 2014 and 6 closed out, a net change of -2 holders.
  • The largest KVH Industries buyer in Q1 2014 was Needham Investment Management, an estimated $5.45M added.
  • The largest KVH Industries seller in Q1 2014 was Invicta Capital Management, an estimated $7.46M sold.

Based on aggregated 13F filings for Q1 2014.