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KB Financial Group
KB

93 hedge funds and large institutions have $1.1B invested in KB Financial Group in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.35% less ownership

Funds ownership: 8.42% → 8.07% (-0.35%)

17% less capital invested

Capital invested by funds: $1.33B → $1.1B (-$231M)

19% less funds holding

Funds holding: 115 → 93 (-22)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

70% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 27

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $239K

Holders
93
Holders Change
-22
Holders Change %
-19.13%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
8
Increased
25
Reduced
33
Closed
27
Calls
–
Puts
$239K
Net Calls
-$239K
Net Calls Change
-$57K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.8M
2
AG
Aperio Group
California
+$10.1M
3
MIM
Mittleman Investment Management
New York
+$6.29M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.97M

Top Sellers

1
TGA
Trilogy Global Advisors
Florida
-$29.9M
2
TGI
Tradewinds Global Investors
California
-$16.4M
3
CS
Credit Suisse
Switzerland
-$8.65M
4
WBC
Westpac Banking Corp
Australia
-$8.3M
5
Macquarie Group
Macquarie Group
Australia
-$4.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$4.52M +$2.97M +83,876 +187%
Deutsche Bank
27
Deutsche Bank
Germany
$3.9M +$2.05M +58,003 +109%
Invesco
28
Invesco
Georgia
$3.6M -$364K -10,288 -9%
OH
29
Orbis Holdings
Bermuda
$3.25M +$2.05M +57,800 +167%
AII
30
AGF Investments Inc
Ontario, Canada
$3.1M – – –
Fisher Asset Management
31
Fisher Asset Management
Washington
$3.06M +$2.91M +82,183 +1,644%
State Street
32
State Street
Massachusetts
$2.52M -$408K -11,521 -14%
CAM
33
Capstone Asset Management
Texas
$2.43M +$131K +3,690 +6%
Charles Schwab
34
Charles Schwab
California
$2.4M +$269K +7,600 +13%
Goldman Sachs
35
Goldman Sachs
New York
$2.32M -$109K -3,070 -4%
NFA
36
Nationwide Fund Advisors
Ohio
$2.17M – – –
DAM
37
Deltec Asset Management
New York
$1.65M – – –
PA
38
Profund Advisors
Maryland
$1.53M -$161K -4,548 -9%
U
39
UBS
Switzerland
$1.38M -$396K -11,177 -22%
PI
40
Placemark Investments
Illinois
$1.38M -$186K -5,243 -12%
HMC
41
Harvard Management Company
Massachusetts
$1.01M – – –
FMT
42
First Mercantile Trust
Tennessee
$990K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$958K +$174K +4,900 +22%
ClearBridge Investments
44
ClearBridge Investments
New York
$851K -$3.54K -100 -0.4%
Comerica Bank
45
Comerica Bank
Texas
$829K – – –
Bank of America
46
Bank of America
North Carolina
$772K +$396K +11,195 +104%
WAM
47
World Asset Management
Michigan
$764K -$184K -5,192 -19%
SIC
48
Sky Investment Counsel
Ontario, Canada
$656K -$92.6K -2,614 -12%
AGA
49
Altrinsic Global Advisors
Connecticut
$539K – – –
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$505K -$43.2K -1,221 -8%
1
2
3 4 5

KB Hedge Fund Activity: Q1 2014 in Review

93 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2014, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KB and 8 opened new positions — a net loss of 19 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Royal Bank of Canada, adding an estimated $10.8M. The largest seller was Trilogy Global Advisors, exiting entirely with an estimated $29.9M sold.

  • 93 institutional investors held KB Financial Group (KB) as of Q1 2014, down from 115 in Q4 2013.
  • Funds reported $1.1B of KB Financial Group stock for Q1 2014, down 17% quarter-over-quarter.
  • 8 funds opened new KB Financial Group positions in Q1 2014 and 27 closed out, a net change of -19 holders.
  • The largest KB Financial Group buyer in Q1 2014 was Royal Bank of Canada, an estimated $10.8M added.
  • The largest KB Financial Group seller in Q1 2014 was Trilogy Global Advisors, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2014.