We are live on ! Find out more
KVHI icon

KVH Industries
KVHI

73 hedge funds and large institutions have $123M invested in KVH Industries in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

12% more funds holding

Funds holding: 65 → 73 (+8)

1.37% more ownership

Funds ownership: 67.79% → 69.16% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

17% less capital invested

Capital invested by funds: $148M → $123M (-$24.6M)

93% less call options, than puts

Call options by funds: $3K | Put options by funds: $41K

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
23
Reduced
17
Closed
12
Calls
$3K
Puts
$41K
Net Calls
-$38K
Net Calls Change
-$24K

Top Buyers

1
BlackRock
BlackRock
New York
+$6.53M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.87M
3
State Street
State Street
Massachusetts
+$1.41M
4
Northern Trust
Northern Trust
Illinois
+$1.21M
5
SFM
Systematic Financial Management
New Jersey
+$1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.78M
2
BFM
Boothbay Fund Management
New York
-$1.49M
3
PCM
Potomac Capital Management
New York
-$1.1M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$939K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$91.4K +$101K +10,000 New
MIM
52
MetLife Investment Management
New Jersey
$91.3K +$101K +9,984 New
AIG
53
American International Group
New York
$82.5K +$91K +9,031 New
TRCT
54
Tower Research Capital (TRC)
New York
$81.2K +$81.1K +8,043 +956%
Wells Fargo
55
Wells Fargo
California
$66.3K +$72.1K +7,150 +7,222%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$60K +$65.2K +6,473 +7,440%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$57K +$62.9K +6,241 New
Citigroup
58
Citigroup
New York
$51.1K -$172K -17,103 -75%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K – – –
SO
60
STRS Ohio
Ohio
$21K +$24.2K +2,400 New
AB
61
Amalgamated Bank
New York
$17K +$18.4K +1,825 New
Legal & General Group
62
Legal & General Group
United Kingdom
$15.9K +$17.5K +1,741 New
AIP
63
Ameritas Investment Partners
Nebraska
$14.2K +$15.6K +1,549 New
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$9.46K +$10.4K +1,035 New
Simplex Trading
65
Simplex Trading
Illinois
$5K +$6.13K +608 New
SPIA
66
Steward Partners Investment Advisory
New York
$4.57K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.07K +305 New
Osaic Holdings
68
Osaic Holdings
Arizona
$2.87K -$1.39K -138 -31%
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$1.83K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.06K +$242 +24 +26%
APC
71
Aspire Private Capital
North Carolina
$923 – – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$914 – – –
CA
73
Clearstead Advisors
Ohio
$457 – – –
Ameriprise
74
Ameriprise
Minnesota
– -$3.78M -332,408 Closed
Jane Street
75
Jane Street
New York
– -$784K -68,936 Closed
1 2
3
4

KVHI Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q2 2023, worth a combined $123M — down 17% from $148M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KVHI positions and 12 closed out — a net gain of 9 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $6.53M. The largest seller was Ameriprise, exiting entirely with an estimated $3.78M sold.

  • 73 institutional investors held KVH Industries (KVHI) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $123M of KVH Industries stock for Q2 2023, down 17% quarter-over-quarter.
  • 21 funds opened new KVH Industries positions in Q2 2023 and 12 closed out, a net change of +9 holders.
  • The largest KVH Industries buyer in Q2 2023 was BlackRock, an estimated $6.53M added.
  • The largest KVH Industries seller in Q2 2023 was Ameriprise, an estimated $3.78M sold.

Based on aggregated 13F filings for Q2 2023.