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KVH Industries
KVHI

67 hedge funds and large institutions have $69.9M invested in KVH Industries in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 69 → 67 (-2)

3.59% less ownership

Funds ownership: 73.47% → 69.88% (-3.6%)

8% less capital invested

Capital invested by funds: $75.8M → $69.9M (-$5.88M)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AE
AMH Equity
New York
+$802K
2
TFCP
Twin Focus Capital Partners
Massachusetts
+$548K
3
MHP
Manatuck Hill Partners
Connecticut
+$394K
4
AI
Acuitas Investments
Washington
+$317K
5
PVM
Palogic Value Management
Texas
+$252K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$594K
2
KCM
Kennedy Capital Management
Missouri
-$557K
3
Millennium Management
Millennium Management
New York
-$341K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$305K
5
SFM
Systematic Financial Management
New Jersey
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$10.7K -$236 -48 -2%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$9.62K -$5.91K -1,202 -39%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$9.27K +$5 +1 +0.1%
Legal & General Group
54
Legal & General Group
United Kingdom
$8.88K – – –
AIP
55
Ameritas Investment Partners
Nebraska
$7.9K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.26K +866 +151%
AB
57
Amalgamated Bank
New York
$3K -$4.94K -1,004 -61%
Group One Trading
58
Group One Trading
Illinois
$2.55K +$2.46K +500 New
HNB
59
Huntington National Bank
Ohio
$1.78K +$1.72K +350 New
NA
60
NewEdge Advisors
Louisiana
$1.05K -$1.97K -400 -66%
Lazard Asset Management
61
Lazard Asset Management
New York
$1K -$54 -11 -5%
PWMG
62
Private Wealth Management Group
New Jersey
$913 – – –
Comerica Bank
63
Comerica Bank
Texas
$829 -$113 -23 -12%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$561 – – –
APC
65
Aspire Private Capital
North Carolina
$515 – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$377 +$364 +74 New
AWM
67
Avior Wealth Management
Nebraska
$10 +$10 +2 New
Millennium Management
68
Millennium Management
New York
– -$341K -64,812 Closed
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
– -$129K -24,488 Closed
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
– -$99.4K -18,897 Closed
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
– -$55.4K -10,540 Closed
SG Americas Securities
72
SG Americas Securities
New York
– -$54K -10,203 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– -$44.6K -8,485 Closed
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$17.9K -3,412 Closed
SO
75
STRS Ohio
Ohio
– -$12K -2,400 Closed
1 2
3
4

KVHI Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KVH Industries (KVHI) for Q1 2024, worth a combined $69.9M — down 7.8% from $75.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KVHI and 10 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 22 added.

The largest buyer was AMH Equity, adding an estimated $802K. The largest seller was Morgan Stanley, cutting an estimated $594K.

  • 67 institutional investors held KVH Industries (KVHI) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $69.9M of KVH Industries stock for Q1 2024, down 7.8% quarter-over-quarter.
  • 10 funds opened new KVH Industries positions in Q1 2024 and 11 closed out, a net change of -1 holder.
  • The largest KVH Industries buyer in Q1 2024 was AMH Equity, an estimated $802K added.
  • The largest KVH Industries seller in Q1 2024 was Morgan Stanley, an estimated $594K sold.

Based on aggregated 13F filings for Q1 2024.