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KB Financial Group
KB

96 hedge funds and large institutions have $851M invested in KB Financial Group in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $809M → $851M (+$42.3M)

0.16% more ownership

Funds ownership: 7.58% → 7.74% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

1% less funds holding

Funds holding: 97 → 96 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $914K

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
30
Reduced
33
Closed
11
Calls
–
Puts
$914K
Net Calls
-$914K
Net Calls Change
-$914K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$27.4M
2
Goldman Sachs
Goldman Sachs
New York
+$4.59M
3
OAG
Orbis Allan Gray
Bermuda
+$3.08M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$2.52M
5
AG
Aperio Group
California
+$1.95M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$3.86M
2
OMC
Old Mission Capital
Illinois
-$3.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.08M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.58M
5
UBS Group
UBS Group
Switzerland
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
GH
26
GAM Holding
Switzerland
$2.7M +$106K +3,649 +4%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$2.65M +$562K +19,352 +26%
CCMG
28
Clark Capital Management Group
Pennsylvania
$2.48M +$2.52M +86,964 New
Wellington Management Group
29
Wellington Management Group
Massachusetts
$2.3M +$78.3K +2,698 +3%
UBS Group
30
UBS Group
Switzerland
$2.23M -$2.25M -77,444 -50%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$2.05M +$873K +30,090 +72%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.03M -$762K -26,278 -27%
Invesco
33
Invesco
Georgia
$1.92M +$50.8K +1,752 +3%
NFA
34
Nationwide Fund Advisors
Ohio
$1.75M – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$1.73M +$201K +6,921 +13%
Bank of America
36
Bank of America
North Carolina
$1.69M +$6.15K +212 +0.4%
NI
37
Numeric Investors
Massachusetts
$1.66M +$1.69M +58,200 New
CAM
38
Capstone Asset Management
Texas
$1.64M -$756K -26,060 -31%
Barclays
39
Barclays
United Kingdom
$1.09M -$537K -18,494 -33%
Morgan Stanley
40
Morgan Stanley
New York
$981K +$896K +30,894 +867%
DC
41
Deere & Company
Illinois
$873K +$890K +30,672 New
HMC
42
Harvard Management Company
Massachusetts
$817K – – –
DAM
43
Deltec Asset Management
New York
$797K -$369K -12,720 -31%
LSV Asset Management
44
LSV Asset Management
Illinois
$765K – – –
ClearBridge Investments
45
ClearBridge Investments
New York
$748K +$7.02K +242 +0.9%
Comerica Bank
46
Comerica Bank
Texas
$707K -$3.8K -131 -0.6%
WAM
47
World Asset Management
Michigan
$681K +$53.2K +1,834 +8%
DRZID
48
DePrince Race & Zollo Inc (DRZ)
Florida
$649K +$662K +22,800 New
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$569K +$106K +3,646 +22%
NCM
50
Newgate Capital Management
Connecticut
$533K +$544K +18,739 New
1
2
3 4 5

KB Hedge Fund Activity: Q2 2016 in Review

96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2016, worth a combined $851M — up 5.2% from $809M a quarter earlier.

Fund positioning in KB was balanced in Q2 2016: 11 funds opened new positions, 11 closed out, 30 added to existing stakes and 33 trimmed.

The largest buyer was Macquarie Group, adding an estimated $27.4M. The largest seller was Altrinsic Global Advisors, cutting an estimated $3.86M.

  • 96 institutional investors held KB Financial Group (KB) as of Q2 2016, down from 97 in Q1 2016.
  • Funds reported $851M of KB Financial Group stock for Q2 2016, up 5.2% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q2 2016 and 11 closed out, a net change of 0 holders.
  • The largest KB Financial Group buyer in Q2 2016 was Macquarie Group, an estimated $27.4M added.
  • The largest KB Financial Group seller in Q2 2016 was Altrinsic Global Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2016.