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KB Financial Group
KB

97 hedge funds and large institutions have $809M invested in KB Financial Group in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 7.71% → 7.58% (-0.13%)

3% less capital invested

Capital invested by funds: $830M → $809M (-$21.4M)

5% less funds holding

Funds holding: 102 → 97 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$3.73M
2
OMC
Old Mission Capital
Illinois
+$3.47M
3
UBS Group
UBS Group
Switzerland
+$2.35M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.38M
5
GH
GAM Holding
Switzerland
+$1.35M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$5.05M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.08M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.87M
4
AII
AGF Investments Inc
Ontario, Canada
-$2.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
26
BlackRock Institutional Trust
California
$2.97M -$1.96M -76,613 -42%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.69M +$1.38M +53,943 +124%
GH
28
GAM Holding
Switzerland
$2.52M +$1.35M +52,951 +138%
CAM
29
Capstone Asset Management
Texas
$2.31M +$60.1K +2,352 +3%
Goldman Sachs
30
Goldman Sachs
New York
$2.21M -$488K -19,110 -19%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$2.15M +$289K +11,333 +17%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$2.03M -$3.08M -120,566 -62%
Invesco
33
Invesco
Georgia
$1.81M -$90.5K -3,544 -5%
NFA
34
Nationwide Fund Advisors
Ohio
$1.69M – – –
Bank of America
35
Bank of America
North Carolina
$1.63M +$198K +7,739 +15%
CS
36
Credit Suisse
Switzerland
$1.56M +$942K +36,886 +188%
Barclays
37
Barclays
United Kingdom
$1.53M -$134K -5,265 -9%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.49M -$51K -1,995 -4%
AII
39
AGF Investments Inc
Ontario, Canada
$1.44M -$2.5M -98,000 -65%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$1.16M +$54.6K +2,136 +5%
DAM
41
Deltec Asset Management
New York
$1.12M -$255K -10,000 -20%
Jane Street
42
Jane Street
New York
$898K +$832K +32,565 New
HMC
43
Harvard Management Company
Massachusetts
$792K – – –
LSV Asset Management
44
LSV Asset Management
Illinois
$742K – – –
ClearBridge Investments
45
ClearBridge Investments
New York
$719K – – –
IMAS
46
ID Management A/S
Denmark
$673K – – –
CCP
47
Clough Capital Partners
Massachusetts
$646K +$598K +23,400 New
Comerica Bank
48
Comerica Bank
Texas
$614K +$1.86K +73 +0.4%
WAM
49
World Asset Management
Michigan
$609K +$40.4K +1,582 +8%
Two Sigma Investments
50
Two Sigma Investments
New York
$571K -$572K -22,402 -52%
1
2
3 4 5

KB Hedge Fund Activity: Q1 2016 in Review

97 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2016, worth a combined $809M — down 2.6% from $830M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KB and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Franklin Resources, adding an estimated $3.73M. The largest seller was Macquarie Group, cutting an estimated $5.05M.

  • 97 institutional investors held KB Financial Group (KB) as of Q1 2016, down from 102 in Q4 2015.
  • Funds reported $809M of KB Financial Group stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q1 2016 and 15 closed out, a net change of -4 holders.
  • The largest KB Financial Group buyer in Q1 2016 was Franklin Resources, an estimated $3.73M added.
  • The largest KB Financial Group seller in Q1 2016 was Macquarie Group, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2016.