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KB Financial Group

94 hedge funds and large institutions have $1.13B invested in KB Financial Group in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$65.6M)

1% more funds holding

Funds holding: 9394 (+1)

0.17% more ownership

Funds ownership: 7.91%8.09% (+0.17%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
11
Increased
25
Reduced
36
Closed
9
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$4.02M +$804K +21,110 +23%
Goldman Sachs
27
Goldman Sachs
New York
$3.85M +$777K +20,417 +24%
Invesco
28
Invesco
Georgia
$3.55M -$57.6K -1,513 -2%
OH
29
Orbis Holdings
Bermuda
$3.35M
AII
30
AGF Investments Inc
Ontario, Canada
$3.2M
Fisher Asset Management
31
Fisher Asset Management
Washington
$3.2M -$252K -6,606 -7%
Charles Schwab
32
Charles Schwab
California
$3.11M +$366K +9,600 +13%
CAM
33
Capstone Asset Management
Texas
$2.45M -$104K -2,740 -4%
State Street
34
State Street
Massachusetts
$2.45M -$148K -3,894 -5%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.26M +$2.14M +56,199 +917%
NFA
36
Nationwide Fund Advisors
Ohio
$2.18M -$27.6K -724 -1%
U
37
UBS
Switzerland
$1.65M -$158K -4,144 -8%
PA
38
Profund Advisors
Maryland
$1.63M +$29K +762 +2%
Bank of America
39
Bank of America
North Carolina
$1.2M +$991K +26,017 +368%
PI
40
Placemark Investments
Illinois
$1.13M -$125K -3,289 -10%
HMC
41
Harvard Management Company
Massachusetts
$1.04M
Wellington Management Group
42
Wellington Management Group
Massachusetts
$1.01M
NCM
43
Newgate Capital Management
Connecticut
$982K -$5.71M -149,916 -85%
ClearBridge Investments
44
ClearBridge Investments
New York
$879K
FMT
45
First Mercantile Trust
Tennessee
$876K -$151K -3,956 -14%
SCM
46
Segantii Capital Management
Hong Kong
$855K -$591K -15,527 -40%
Legal & General Group
47
Legal & General Group
United Kingdom
$770K -$228K -6,000 -22%
Jane Street
48
Jane Street
New York
$754K -$680K -17,865 -46%
Nomura Holdings
49
Nomura Holdings
Japan
$728K +$343K +9,000 +82%
WAM
50
World Asset Management
Michigan
$723K -$41.6K -1,093 -5%

KB Hedge Fund Activity: Q3 2014 in Review

94 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2014, worth a combined $1.13B — up 6.2% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KB positions and 9 closed out — a net gain of 2 holders — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $37.4M. The largest seller was Tradewinds Global Investors, cutting an estimated $18.9M.

  • 94 institutional investors held KB Financial Group (KB) as of Q3 2014, up from 93 in Q2 2014.
  • Funds reported $1.13B of KB Financial Group stock for Q3 2014, up 6.2% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q3 2014 and 9 closed out, a net change of +2 holders.
  • The largest KB Financial Group buyer in Q3 2014 was Altrinsic Global Advisors, an estimated $37.4M added.
  • The largest KB Financial Group seller in Q3 2014 was Tradewinds Global Investors, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.