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KB Financial Group
KB

95 hedge funds and large institutions have $1.06B invested in KB Financial Group in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 94 → 95 (+1)

0.3% more ownership

Funds ownership: 8.09% → 8.38% (+0.3%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

7% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$74.3M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
31
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
Altrinsic Global Advisors
Connecticut
+$57.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.68M
3
OH
Orbis Holdings
Bermuda
+$2.91M
4
Northern Trust
Northern Trust
Illinois
+$2.56M
5
MIM
Mittleman Investment Management
New York
+$2.45M

Top Sellers

1
TGI
Tradewinds Global Investors
California
-$6.82M
2
MAA
Managed Account Advisors
New Jersey
-$5.77M
3
Franklin Resources
Franklin Resources
California
-$5.01M
4
MAM
Mercator Asset Management
Florida
-$4.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
26
Philadelphia International Advisors
Pennsylvania
$4.14M -$307K -8,547 -6%
DVM
27
Dreman Value Management
Florida
$4.14M -$1.89M -52,731 -29%
Goldman Sachs
28
Goldman Sachs
New York
$3.44M -$29.7K -829 -0.8%
CAM
29
Capstone Asset Management
Texas
$3.4M +$1.31M +36,560 +54%
Charles Schwab
30
Charles Schwab
California
$3.13M +$359K +10,000 +12%
Invesco
31
Invesco
Georgia
$2.91M -$320K -8,915 -9%
Fisher Asset Management
32
Fisher Asset Management
Washington
$2.9M +$27.3K +761 +0.9%
AII
33
AGF Investments Inc
Ontario, Canada
$2.71M -$187K -5,200 -6%
State Street
34
State Street
Massachusetts
$2.2M -$4.41K -123 -0.2%
NFA
35
Nationwide Fund Advisors
Ohio
$2M +$38.3K +1,068 +2%
UBS Group
36
UBS Group
Switzerland
$1.49M +$1.64M +45,800 New
Barclays
37
Barclays
United Kingdom
$1.28M +$1.35M +37,716 +1,664%
Comerica Bank
38
Comerica Bank
Texas
$1.2M +$663K +18,481 +100%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$1.11M +$1.23M +34,193 New
NCM
40
Newgate Capital Management
Connecticut
$985K +$111K +3,091 +11%
HMC
41
Harvard Management Company
Massachusetts
$937K – – –
Wellington Management Group
42
Wellington Management Group
Massachusetts
$926K +$15.8K +439 +2%
MAM
43
Mercator Asset Management
Florida
$908K -$4.8M -133,825 -83%
Two Sigma Investments
44
Two Sigma Investments
New York
$827K +$910K +25,354 New
Bank of America
45
Bank of America
North Carolina
$799K -$308K -8,584 -26%
ClearBridge Investments
46
ClearBridge Investments
New York
$791K – – –
FMT
47
First Mercantile Trust
Tennessee
$789K – – –
SCM
48
Segantii Capital Management
Hong Kong
$776K – – –
M&T Bank
49
M&T Bank
New York
$702K +$71K +1,979 +10%
PI
50
Placemark Investments
Illinois
$661K -$393K -10,954 -35%
1
2
3 4 5

KB Hedge Fund Activity: Q4 2014 in Review

95 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2014, worth a combined $1.06B — down 6.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KB positions and 11 closed out — a net gain of 3 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $57.2M. The largest seller was Tradewinds Global Investors, cutting an estimated $6.82M.

  • 95 institutional investors held KB Financial Group (KB) as of Q4 2014, up from 94 in Q3 2014.
  • Funds reported $1.06B of KB Financial Group stock for Q4 2014, down 6.6% quarter-over-quarter.
  • 14 funds opened new KB Financial Group positions in Q4 2014 and 11 closed out, a net change of +3 holders.
  • The largest KB Financial Group buyer in Q4 2014 was Altrinsic Global Advisors, an estimated $57.2M added.
  • The largest KB Financial Group seller in Q4 2014 was Tradewinds Global Investors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2014.