KI
King Investment Advisors Inc/tx Historical SEC 13F Holdings & Archive (Q4 2015)
King Investment Advisors Inc/txCIK: 0000794221
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$9.4M
Reporting period: 2015-12-31 · Number of holdings: 4
KING INVESTMENT ADVISORS INC/TX disclosed 4 holdings in its latest 13F filing for the period ending 2015-12-31, with total reported value of $9.4M and a quarterly turnover rate of 49.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 49.36
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 8
- Sizing Uniformity
- 86.35
King Investment Advisors Inc/tx's disclosed holdings carry a Herfindahl concentration index of 0.599 — mathematically equivalent to about 2 equally-sized positions, well below its 4 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.36), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd T
-1.5% $275.0K
Add VZ
-6.9% -$13.0K
Add IBM
0.0% -$30.0K
Add CMCSA
0.0% -$3.0K
Sold out AMCX
Sold out BPOP
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 75.87% | +29.63% | -1.49% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 13.29% | +4.78% | -6.90% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 5.88% | +1.95% | — | |
| 4 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.96% | +1.79% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
King Investment Advisors Inc/tx's most significant position changes for 2015-12-31: Sold out: Amc Global Media Inc (AMCX); Sold out: Popular Inc (BPOP); Sold out: Avenue Financial Holdings Inc; Sold out: Ally Financial Inc (ALLY); Sold out: Iac/interactivecorp (IACIEUR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +29.6% | -1.49% | Trim |
| 2 | VZ | Verizon Communications Inc | +4.8% | -6.90% | Trim |
| 3 | IBM | Intl Business Machines CORP | +2% | — | Unchanged |
| 4 | CMCSA | Comcast Corp-class A | +1.8% | — | Unchanged |
| 5 | AMCX | Amc Global Media Inc | — | EXIT | Sold out |
| 6 | BPOP | Popular Inc | — | EXIT | Sold out |
| 7 | ✓ | Avenue Financial Holdings Inc | — | EXIT | Sold out |
| 8 | ALLY | Ally Financial Inc | — | EXIT | Sold out |
| 9 | IACIEUR | Iac/interactivecorp | — | EXIT | Sold out |
| 10 | ✓ | Outerwall Inc | — | EXIT | Sold out |
| 11 | C | Citigroup Inc | — | EXIT | Sold out |
| 12 | HTZ | Hertz Global Holdings, Inc. | — | EXIT | Sold out |
| 13 | VYX | Ncr Voyix CORP | — | EXIT | Sold out |
| 14 | 2362120D | Sinclair Broadcast Group LLC | — | EXIT | Sold out |
| 15 | SNI | Scripps Networks Inter-cl A | — | EXIT | Sold out |
| 16 | ADT | ADT Inc. | — | EXIT | Sold out |
| 17 | DISCAUSD | Discovery Inc - A | — | EXIT | Sold out |
| 18 | WBK | Westpac Banking Corp-sp Adr | — | EXIT | Sold out |
| 19 | CAR | Avis Budget Group Inc | — | EXIT | Sold out |
| 20 | REFI | Chicago Atlantic Real Estate Finance, Inc. | — | EXIT | Sold out |
| 21 | AAPL | Apple Inc | — | EXIT | Sold out |
| 22 | UTHR | United Therapeutics CORP | — | EXIT | Sold out |
| 23 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 24 | GILD | Gilead Sciences Inc | — | EXIT | Sold out |
| 25 | KKR | KKR & Co. Inc. | — | EXIT | Sold out |
| 26 | BAC | Bank of America Corporation | — | EXIT | Sold out |
| 27 | SLG | SL Green Realty Corp. | — | EXIT | Sold out |
| 28 | ARCC 5.75 02-01-16Bond | Ares Capital CORP | — | EXIT | Sold out |
| 29 | MFIC 5.75 01-15-16Bond | Apollo Investment CORP | — | EXIT | Sold out |
| 30 | STWD 4.55 03-01-18Bond | Starwood Property Trust | — | EXIT | Sold out |
Filing History
FAQ
What is King Investment Advisors Inc/tx and what type of investor is it?
King Investment Advisors Inc/tx is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2015-12-31), the firm manages a tracked equity portfolio valued at approximately $9.4M, spread across 4 disclosed positions.
What are King Investment Advisors Inc/tx's largest equity positions?
Based on the latest 13F filing, King Investment Advisors Inc/tx's top holdings by market value are:
1. At&t Inc (T) — $7.1M (75.9%)
2. Verizon Communications Inc (VZ) — $1.2M (13.3%)
3. Intl Business Machines CORP (IBM) — $550.0K (5.9%)
4. Comcast Corp-class A (CMCSA) — $464.0K (5.0%)
What changes did King Investment Advisors Inc/tx make in its most recent portfolio filing?
In the latest quarter, King Investment Advisors Inc/tx took a more defensive posture — trimming 2 positions and completely exiting 26 holdings. The largest of these moves: Sold out: Amc Global Media Inc (AMCX); Sold out: Popular Inc (BPOP); Sold out: Avenue Financial Holdings Inc; Sold out: Ally Financial Inc (ALLY); Sold out: Iac/interactivecorp (IACIEUR)
What sectors does King Investment Advisors Inc/tx focus on?
King Investment Advisors Inc/tx is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 94.1%
• Information Technology: 5.9%
Investment Profile
King Investment Advisors Inc/tx's portfolio is concentrated and moderately active, with 94.1% of the portfolio concentrated in Communication Services.
Its concentration score has risen from 9 to 100 over the past 4 quarters — a shift toward higher-conviction positions.
It has trimmed its VZ position for two straight quarters, cutting it by $185.0K while still holding $1.2M.
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Developer Access
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