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KB Financial Group
KB

112 hedge funds and large institutions have $932M invested in KB Financial Group in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

70% more call options, than puts

Call options by funds: $356K | Put options by funds: $209K

17% more funds holding

Funds holding: 96 → 112 (+16)

9% more capital invested

Capital invested by funds: $851M → $932M (+$80.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.7% less ownership

Funds ownership: 7.74% → 7.04% (-0.7%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
29
Reduced
39
Closed
2
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
+$1.06M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.55M
2
LG
Leuthold Group
Minnesota
+$3.54M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$2.77M
4
Morgan Stanley
Morgan Stanley
New York
+$2.68M
5
UBS Group
UBS Group
Switzerland
+$1.27M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$40.1M
2
Macquarie Group
Macquarie Group
Australia
-$40M
3
Franklin Resources
Franklin Resources
California
-$7.36M
4
BIT
BlackRock Institutional Trust
California
-$3.61M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.98M +$2.68M +81,997 +238%
LG
27
Leuthold Group
Minnesota
$3.7M +$3.54M +108,264 New
State Street
28
State Street
Massachusetts
$3.58M -$1.32M -40,253 -28%
CGH
29
Crossmark Global Holdings
Texas
$2.97M +$1.99M +60,646 New
Wellington Management Group
30
Wellington Management Group
Massachusetts
$2.95M +$182K +5,551 +7%
Teacher Retirement System of Texas
31
Teacher Retirement System of Texas
Texas
$2.89M +$2.77M +84,600 New
CCMG
32
Clark Capital Management Group
Pennsylvania
$2.76M -$206K -6,305 -7%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$2.46M -$65 -2 -0%
GH
34
GAM Holding
Switzerland
$2.36M -$852K -26,022 -27%
Invesco
35
Invesco
Georgia
$2.31M -$262 -8 -0%
Bank of America
36
Bank of America
North Carolina
$2.17M +$135K +4,136 +7%
NFA
37
Nationwide Fund Advisors
Ohio
$2.1M – – –
NI
38
Numeric Investors
Massachusetts
$2.07M +$75.3K +2,300 +4%
CAM
39
Capstone Asset Management
Texas
$1.95M -$26.2K -800 -1%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.84M -$570K -17,416 -24%
CS
41
Credit Suisse
Switzerland
$1.78M +$1.15M +34,999 +206%
Jane Street
42
Jane Street
New York
$1.57M +$1.26M +38,525 +518%
OMC
43
Old Mission Capital
Illinois
$1.31M +$1.26M +38,426 New
Barclays
44
Barclays
United Kingdom
$1.18M -$121K -3,683 -10%
HMC
45
Harvard Management Company
Massachusetts
$982K – – –
LSV Asset Management
46
LSV Asset Management
Illinois
$920K – – –
DC
47
Deere & Company
Illinois
$903K -$140K -4,279 -14%
ClearBridge Investments
48
ClearBridge Investments
New York
$899K – – –
SI
49
Sensato Investors
California
$891K +$852K +26,035 New
WAM
50
World Asset Management
Michigan
$884K +$62.8K +1,919 +8%
1
2
3 4 5

KB Hedge Fund Activity: Q3 2016 in Review

112 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2016, worth a combined $932M — up 9.5% from $851M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KB positions and 2 closed out — a net gain of 18 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.55M. The largest seller was Altrinsic Global Advisors, cutting an estimated $40.1M.

  • 112 institutional investors held KB Financial Group (KB) as of Q3 2016, up from 96 in Q2 2016.
  • Funds reported $932M of KB Financial Group stock for Q3 2016, up 9.5% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q3 2016 and 2 closed out, a net change of +18 holders.
  • The largest KB Financial Group buyer in Q3 2016 was Arrowstreet Capital, an estimated $4.55M added.
  • The largest KB Financial Group seller in Q3 2016 was Altrinsic Global Advisors, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2016.