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KVH Industries

71 hedge funds and large institutions have $140M invested in KVH Industries in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $127M → $140M (+$13M)

4% less funds holding

Funds holding: 7471 (-3)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
3
Increased
23
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$126K -$4.86K -395 -4%
BA
52
BlackRock Advisors
Delaware
$118K -$5.04K -410 -4%
Citigroup
53
Citigroup
New York
$92K +$19.3K +1,566 +27%
HR
54
Howe & Rusling
New York
$78K -$14.3K -1,160 -16%
Deutsche Bank
55
Deutsche Bank
Germany
$76K +$492 +40 +0.7%
UBS Group
56
UBS Group
Switzerland
$47K +$45.9K +3,733 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$38K
Legal & General Group
58
Legal & General Group
United Kingdom
$35K
Morgan Stanley
59
Morgan Stanley
New York
$21K -$295 -24 -1%
Wells Fargo
60
Wells Fargo
California
$19K +$86 +7 +0.5%
Creative Planning
61
Creative Planning
Kansas
$18K
TSW
62
Thompson Siegel & Walmsley
Virginia
$16K
Barclays
63
Barclays
United Kingdom
$15K +$9.42K +766 +147%
RNS
64
Robert N. Shapiro
$11K
MFS
65
MSI Financial Services
Massachusetts
$11K +$5.71K +464 +121%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.95K +565 New
BlackRock
67
BlackRock
New York
$6K
NES
68
New England Securities
New York
$5K
Invesco
69
Invesco
Georgia
$4K +$197 +16 +5%
Bank of America
70
Bank of America
North Carolina
$1K -$5.06K -411 -80%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136 -$5.01K -407 -4%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
-$122K -10,800 Closed
TRCT
73
Tower Research Capital (TRC)
New York
-$45K -4,013 Closed
GGHC
74
Gilder Gagnon Howe & Co
New York
-$12K -1,018 Closed
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
-$10.9K -964 Closed

KVHI Hedge Fund Activity: Q4 2014 in Review

71 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q4 2014, worth a combined $140M — up 10% 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 28 trimmed existing stakes and 23 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $838K. The largest seller was Invicta Capital Management, cutting an estimated $1.2M.

  • 71 institutional investors held KVH Industries (KVHI) as of Q4 2014, down from 74 in Q3 2014.
  • Funds reported $140M of KVH Industries stock for Q4 2014, up 10% quarter-over-quarter.
  • 3 funds opened new KVH Industries positions in Q4 2014 and 5 closed out, a net change of -2 holders.
  • The largest KVH Industries buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $838K added.
  • The largest KVH Industries seller in Q4 2014 was Invicta Capital Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2014.