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KB Financial Group
KB

102 hedge funds and large institutions have $830M invested in KB Financial Group in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 100 → 102 (+2)

0.66% less ownership

Funds ownership: 8.37% → 7.71% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

13% less capital invested

Capital invested by funds: $950M → $830M (-$120M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $209K

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
28
Reduced
30
Closed
16
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
+$131K

Top Buyers

1
OH
Orbis Holdings
Bermuda
+$2.87M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.52M
3
Franklin Resources
Franklin Resources
California
+$1.58M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.32M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.3M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$20.1M
2
TGI
Tradewinds Global Investors
California
-$14.6M
3
AGA
Altrinsic Global Advisors
Connecticut
-$11.7M
4
Macquarie Group
Macquarie Group
Australia
-$11.4M
5
Lazard Asset Management
Lazard Asset Management
New York
-$6.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$3.26M +$490K +16,221 +16%
Goldman Sachs
27
Goldman Sachs
New York
$2.77M -$5.46M -180,564 -65%
CAM
28
Capstone Asset Management
Texas
$2.27M -$176K -5,805 -7%
Invesco
29
Invesco
Georgia
$1.93M -$33.2K -1,097 -2%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$1.86M +$878K +29,051 +77%
UBS Group
31
UBS Group
Switzerland
$1.77M -$169K -5,589 -8%
NFA
32
Nationwide Fund Advisors
Ohio
$1.71M – – –
Barclays
33
Barclays
United Kingdom
$1.67M -$462K -15,273 -20%
Millennium Management
34
Millennium Management
New York
$1.64M +$1.27M +41,837 +245%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.56M -$182K -6,008 -10%
Bank of America
36
Bank of America
North Carolina
$1.44M -$2.26M -74,606 -59%
DAM
37
Deltec Asset Management
New York
$1.41M +$30.2K +1,000 +2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.22M +$1.32M +43,633 New
Two Sigma Investments
39
Two Sigma Investments
New York
$1.2M +$1.3M +43,100 New
Morgan Stanley
40
Morgan Stanley
New York
$1.15M +$178K +5,882 +17%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.11M -$723K -23,906 -38%
GH
42
GAM Holding
Switzerland
$1.07M +$1.16M +38,400 New
HMC
43
Harvard Management Company
Massachusetts
$800K – – –
LSV Asset Management
44
LSV Asset Management
Illinois
$749K – – –
ClearBridge Investments
45
ClearBridge Investments
New York
$726K – – –
IMAS
46
ID Management A/S
Denmark
$680K – – –
GC
47
Guggenheim Capital
Illinois
$603K +$655K +21,670 New
WAM
48
World Asset Management
Michigan
$571K +$14.2K +471 +2%
CS
49
Credit Suisse
Switzerland
$546K -$838K -27,716 -59%
Comerica Bank
50
Comerica Bank
Texas
$539K +$19.7K +653 +3%
1
2
3 4 5

KB Hedge Fund Activity: Q4 2015 in Review

102 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2015, worth a combined $830M — down 13% from $950M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KB positions and 16 closed out — a net gain of 4 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Orbis Holdings, adding an estimated $2.87M. The largest seller was Old Mission Capital, exiting entirely with an estimated $20.1M sold.

  • 102 institutional investors held KB Financial Group (KB) as of Q4 2015, up from 100 in Q3 2015.
  • Funds reported $830M of KB Financial Group stock for Q4 2015, down 13% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q4 2015 and 16 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q4 2015 was Orbis Holdings, an estimated $2.87M added.
  • The largest KB Financial Group seller in Q4 2015 was Old Mission Capital, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2015.