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KB Financial Group
KB

102 hedge funds and large institutions have $1.09B invested in KB Financial Group in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4% more funds holding

Funds holding: 98 → 102 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.06% less ownership

Funds ownership: 8.68% → 8.62% (-0.06%)

7% less capital invested

Capital invested by funds: $1.18B → $1.09B (-$84M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
32
Reduced
28
Closed
10
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$3.15M
3
AII
AGF Investments Inc
Ontario, Canada
+$3.07M
4
Lazard Asset Management
Lazard Asset Management
New York
+$2.97M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.95M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$10.1M
2
Macquarie Group
Macquarie Group
Australia
-$6.3M
3
WBC
Westpac Banking Corp
Australia
-$5.86M
4
MAA
Managed Account Advisors
New Jersey
-$2.68M
5
AGA
Altrinsic Global Advisors
Connecticut
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.38M +$750K +20,800 +19%
DVM
27
Dreman Value Management
Florida
$3.67M -$530K -14,706 -12%
Goldman Sachs
28
Goldman Sachs
New York
$3.67M -$372K -10,326 -8%
State Street
29
State Street
Massachusetts
$3.39M +$1.16M +32,302 +46%
CAM
30
Capstone Asset Management
Texas
$2.95M -$500K -13,870 -13%
Invesco
31
Invesco
Georgia
$2.76M -$81.6K -2,262 -3%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.48M +$1.19M +32,862 +77%
Barclays
33
Barclays
United Kingdom
$2.4M +$1.47M +40,894 +120%
Morgan Stanley
34
Morgan Stanley
New York
$2.19M +$762K +21,125 +46%
CS
35
Credit Suisse
Switzerland
$2.15M +$1.66M +46,143 +241%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$2.12M -$2.02K -56 -0.1%
NFA
37
Nationwide Fund Advisors
Ohio
$2.02M – – –
UBS Group
38
UBS Group
Switzerland
$1.93M +$138K +3,834 +7%
DAM
39
Deltec Asset Management
New York
$1.62M – – –
Comerica Bank
40
Comerica Bank
Texas
$1.39M +$807K +22,366 +113%
Bank of America
41
Bank of America
North Carolina
$1.15M +$35.1K +974 +3%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.11M +$550K +15,244 +83%
BIT
43
BlackRock Institutional Trust
California
$1M +$1.1M +30,519 New
Wellington Management Group
44
Wellington Management Group
Massachusetts
$1M -$5.48K -152 -0.5%
HMC
45
Harvard Management Company
Massachusetts
$944K – – –
MAM
46
Mercator Asset Management
Florida
$915K – – –
LSV Asset Management
47
LSV Asset Management
Illinois
$884K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$881K +$301K +8,355 +45%
ClearBridge Investments
49
ClearBridge Investments
New York
$856K +$101K +2,790 +12%
FMT
50
First Mercantile Trust
Tennessee
$758K -$93.9K -2,605 -10%
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KB Hedge Fund Activity: Q2 2015 in Review

102 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2015, worth a combined $1.09B — down 7.1% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KB positions and 10 closed out — a net gain of 6 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $10M. The largest seller was Franklin Resources, cutting an estimated $10.1M.

  • 102 institutional investors held KB Financial Group (KB) as of Q2 2015, up from 98 in Q1 2015.
  • Funds reported $1.09B of KB Financial Group stock for Q2 2015, down 7.1% quarter-over-quarter.
  • 16 funds opened new KB Financial Group positions in Q2 2015 and 10 closed out, a net change of +6 holders.
  • The largest KB Financial Group buyer in Q2 2015 was Arrowstreet Capital, an estimated $10M added.
  • The largest KB Financial Group seller in Q2 2015 was Franklin Resources, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2015.