We are live on ! Find out more
KB icon

KB Financial Group
KB

156 hedge funds and large institutions have $1.18B invested in KB Financial Group in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.1% more ownership

Funds ownership: 5.96% → 6.05% (+0.1%)

2% less funds holding

Funds holding: 159 → 156 (-3)

18% less capital invested

Capital invested by funds: $1.44B → $1.18B (-$265M)

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
58
Reduced
44
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TSAM
Trinity Street Asset Management
United Kingdom
+$36.2M
2
BlackRock
BlackRock
New York
+$18M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$7.49M
4
Franklin Resources
Franklin Resources
California
+$5.59M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$5.1M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$20.2M
2
RG
Renaissance Group
Kentucky
-$19.9M
3
Wells Fargo
Wells Fargo
California
-$12.2M
4
AP
Antipodes Partners
Australia
-$5.8M
5
LG
Leuthold Group
Minnesota
-$4.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
26
Thomas White International
Illinois
$7.65M +$354K +6,703 +4%
UBS Group
27
UBS Group
Switzerland
$7.19M -$589K -11,162 -7%
Deutsche Bank
28
Deutsche Bank
Germany
$6.15M +$1.06M +20,090 +18%
ERSOT
29
Employees Retirement System of Texas
Texas
$4.96M -$1.17M -22,200 -17%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.63M +$118K +2,233 +2%
State Street
31
State Street
Massachusetts
$4.12M -$55.5K -1,051 -1%
MIP
32
Marietta Investment Partners
Wisconsin
$3.8M +$18.6K +352 +0.4%
Invesco
33
Invesco
Georgia
$3.5M -$15.3K -290 -0.4%
Jane Street
34
Jane Street
New York
$3.16M +$2.44M +46,260 +213%
AllianceBernstein
35
AllianceBernstein
Tennessee
$3.15M +$1.12M +21,282 +46%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$3M +$156K +2,949 +5%
RGI
37
River Global Investors
United Kingdom
$2.54M +$2.89M +54,700 New
CGH
38
Crossmark Global Holdings
Texas
$2.18M -$392K -7,421 -14%
SGA
39
Strategic Global Advisors
California
$2.16M – – –
Ameriprise
40
Ameriprise
Minnesota
$2.06M -$29K -549 -1%
AR
41
Advisory Research
Illinois
$2.06M -$1.25M -23,675 -35%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$2.02M -$369K -6,986 -14%
MWNA
43
Marshall Wace North America
New York
$2M +$2.27M +42,958 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.99M +$1.45M +27,560 +181%
AIA
45
Avalon Investment & Advisory
Texas
$1.93M +$791K +14,993 +56%
CCM
46
Causeway Capital Management
California
$1.86M +$2.09M +39,560 New
AssetMark Inc
47
AssetMark Inc
California
$1.8M +$29.4K +557 +1%
DAM
48
Deltec Asset Management
New York
$1.72M +$106K +2,000 +6%
NAM
49
NorthCoast Asset Management
Connecticut
$1.7M -$104K -1,965 -5%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.58M -$20.2M -382,549 -92%
1
2
3 4 5

KB Hedge Fund Activity: Q2 2018 in Review

156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2018, worth a combined $1.18B — down 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KB positions and 24 closed out — a net gain of 1 holder — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Trinity Street Asset Management, opening a new position worth an estimated $36.2M. The largest seller was Arrowstreet Capital, cutting an estimated $20.2M.

  • 156 institutional investors held KB Financial Group (KB) as of Q2 2018, down from 159 in Q1 2018.
  • Funds reported $1.18B of KB Financial Group stock for Q2 2018, down 18% quarter-over-quarter.
  • 25 funds opened new KB Financial Group positions in Q2 2018 and 24 closed out, a net change of +1 holder.
  • The largest KB Financial Group buyer in Q2 2018 was Trinity Street Asset Management, an estimated $36.2M added.
  • The largest KB Financial Group seller in Q2 2018 was Arrowstreet Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2018.