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KB Financial Group

98 hedge funds and large institutions have $1.18B invested in KB Financial Group in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$122M)

3% more funds holding

Funds holding: 9598 (+3)

0.3% more ownership

Funds ownership: 8.38%8.68% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
34
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.29M +$571K +16,723 +16%
PIA
27
Philadelphia International Advisors
Pennsylvania
$3.98M -$465K -13,617 -11%
Charles Schwab
28
Charles Schwab
California
$3.95M +$563K +16,500 +17%
CAM
29
Capstone Asset Management
Texas
$3.64M -$22.5K -660 -0.6%
Invesco
30
Invesco
Georgia
$3.03M -$103K -3,011 -3%
State Street
31
State Street
Massachusetts
$2.49M +$114K +3,349 +5%
AII
32
AGF Investments Inc
Ontario, Canada
$2.29M -$614K -18,000 -22%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$2.27M -$7.58M -222,089 -77%
NFA
34
Nationwide Fund Advisors
Ohio
$2.15M
UBS Group
35
UBS Group
Switzerland
$1.93M +$313K +9,160 +20%
DAM
36
Deltec Asset Management
New York
$1.73M +$1.09M +32,000 +186%
Morgan Stanley
37
Morgan Stanley
New York
$1.6M +$930K +27,247 +148%
Citigroup
38
Citigroup
New York
$1.55M +$1.24M +36,461 +482%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.5M +$1.04M +30,465 +250%
Bank of America
40
Bank of America
North Carolina
$1.19M +$324K +9,483 +39%
Barclays
41
Barclays
United Kingdom
$1.19M -$204K -5,971 -15%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$1.08M +$77.5K +2,272 +8%
HMC
43
Harvard Management Company
Massachusetts
$1.01M
M&T Bank
44
M&T Bank
New York
$1M +$237K +6,953 +32%
MAM
45
Mercator Asset Management
Florida
$978K
LSV Asset Management
46
LSV Asset Management
Illinois
$945K +$631K +18,500 +220%
FMT
47
First Mercantile Trust
Tennessee
$902K +$50.4K +1,478 +6%
ClearBridge Investments
48
ClearBridge Investments
New York
$817K -$34.1K -1,000 -4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$804K +$779K +22,828 +57,070%
SCM
50
Segantii Capital Management
Hong Kong
$776K

KB Hedge Fund Activity: Q1 2015 in Review

98 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2015, worth a combined $1.18B — up 12% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KB positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $24.4M. The largest seller was HSBC Holdings, cutting an estimated $7.58M.

  • 98 institutional investors held KB Financial Group (KB) as of Q1 2015, up from 95 in Q4 2014.
  • Funds reported $1.18B of KB Financial Group stock for Q1 2015, up 12% quarter-over-quarter.
  • 12 funds opened new KB Financial Group positions in Q1 2015 and 8 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q1 2015 was Altrinsic Global Advisors, an estimated $24.4M added.
  • The largest KB Financial Group seller in Q1 2015 was HSBC Holdings, an estimated $7.58M sold.

Based on aggregated 13F filings for Q1 2015.