We are live on ! Find out more
KVHI icon

KVH Industries

65 hedge funds and large institutions have $148M invested in KVH Industries in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $117M → $148M (+$30.9M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

12% more funds holding

Funds holding: 5865 (+7)

2.79% more ownership

Funds ownership: 65%67.79% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

61% less call options, than puts

Call options by funds: $9K | Put options by funds: $23K

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
20
Reduced
17
Closed
6
Calls
$9K
Puts
$23K
Net Calls
-$14K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$75.8K +$18.9K +1,846 +38%
PMEF
52
Point72 Middle East FZE
United Arab Emirates
$42.9K +$38.5K +3,766 New
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K
CSS
54
Cubist Systematic Strategies
Connecticut
$38.5K +$34.6K +3,383 New
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$33.8K +$30.4K +2,972 New
UBS Group
56
UBS Group
Switzerland
$17.3K +$859 +84 +6%
TRCT
57
Tower Research Capital (TRC)
New York
$9K +$327 +32 +4%
SPIA
58
Steward Partners Investment Advisory
New York
$5.69K
Osaic Holdings
59
Osaic Holdings
Arizona
$5.14K -$5.24K -512 -53%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$2.28K
APC
61
Aspire Private Capital
North Carolina
$1.15K
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$1.14K
Wells Fargo
63
Wells Fargo
California
$1.13K +$20 +2 +2%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1.05K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$990 -$2.69K -263 -75%
CA
66
Clearstead Advisors
Ohio
$569
Wellington Management Group
67
Wellington Management Group
Massachusetts
-$1.16M -113,578 Closed
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
-$25K -2,482 Closed
FWA
69
Freedom Wealth Alliance
Wisconsin
-$8.97K -878 Closed
RFS
70
Retirement Financial Solutions
Tennessee
-$6.44K -630 Closed
NA
71
NewEdge Advisors
Louisiana
-$2.12K -207 Closed

KVHI Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2023, worth a combined $148M — up 26% from $117M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KVHI positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.45M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.16M sold.

  • 65 institutional investors held KVH Industries (KVHI) as of Q1 2023, up from 58 in Q4 2022.
  • Funds reported $148M of KVH Industries stock for Q1 2023, up 26% quarter-over-quarter.
  • 14 funds opened new KVH Industries positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest KVH Industries buyer in Q1 2023 was Millennium Management, an estimated $1.45M added.
  • The largest KVH Industries seller in Q1 2023 was Wellington Management Group, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.