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KB Financial Group

140 hedge funds and large institutions have $1.26B invested in KB Financial Group in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$86.6M)

0.21% more ownership

Funds ownership: 6.05%6.26% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 156140 (-16)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
140
Holders Change
-16
Holders Change %
-10.26%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
42
Reduced
53
Closed
31
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.5M +$32.1K +688 +0.4%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$7.4M +$4.14M +88,712 +137%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$6.05M +$1.21M +25,890 +26%
Deutsche Bank
29
Deutsche Bank
Germany
$5.41M -$944K -20,241 -15%
ERSOT
30
Employees Retirement System of Texas
Texas
$4.66M -$476K -10,200 -10%
State Street
31
State Street
Massachusetts
$3.83M -$430K -9,227 -10%
Invesco
32
Invesco
Georgia
$3.29M -$334K -7,158 -10%
Fisher Asset Management
33
Fisher Asset Management
Washington
$2.9M -$6.29M -134,873 -69%
RGI
34
River Global Investors
United Kingdom
$2.64M
CGH
35
Crossmark Global Holdings
Texas
$2.53M +$263K +5,637 +12%
OAC
36
OMERS Administration Corp
Ontario, Canada
$2.38M +$769K +16,500 +50%
AIA
37
Avalon Investment & Advisory
Texas
$2.16M +$148K +3,168 +8%
AR
38
Advisory Research
Illinois
$2.13M
AllianceBernstein
39
AllianceBernstein
Tennessee
$2.11M -$1.12M -23,993 -35%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$2.1M
AssetMark Inc
41
AssetMark Inc
California
$1.88M +$7.42K +159 +0.4%
Pzena Investment Management
42
Pzena Investment Management
New York
$1.86M +$1.8M +38,500 New
Ameriprise
43
Ameriprise
Minnesota
$1.83M -$298K -6,389 -14%
SGA
44
Strategic Global Advisors
California
$1.81M +$12.4K +265 +0.7%
DAM
45
Deltec Asset Management
New York
$1.79M
RJA
46
Raymond James & Associates
Florida
$1.61M +$53.4K +1,146 +4%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$1.25M +$61.8K +1,326 +5%
Axa
48
Axa
France
$1.18M
AAMU
49
Amundi Asset Management US
Massachusetts
$1.14M +$37.3K +800 +4%
GHAM
50
Gilman Hill Asset Management
Connecticut
$1.13M +$1.09M +23,475 New

KB Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2018, worth a combined $1.26B — up 7.4% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KB and 16 opened new positions — a net loss of 15 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was Franklin Resources, adding an estimated $46.1M. The largest seller was Dorsey Wright & Associates, exiting entirely with an estimated $8.91M sold.

  • 140 institutional investors held KB Financial Group (KB) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $1.26B of KB Financial Group stock for Q3 2018, up 7.4% quarter-over-quarter.
  • 16 funds opened new KB Financial Group positions in Q3 2018 and 31 closed out, a net change of -15 holders.
  • The largest KB Financial Group buyer in Q3 2018 was Franklin Resources, an estimated $46.1M added.
  • The largest KB Financial Group seller in Q3 2018 was Dorsey Wright & Associates, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2018.