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KB Financial Group
KB

151 hedge funds and large institutions have $1.1B invested in KB Financial Group in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

8% more funds holding

Funds holding: 140 → 151 (+11)

0.02% more ownership

Funds ownership: 6.26% → 6.28% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less capital invested

Capital invested by funds: $1.26B → $1.1B (-$164M)

42% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 57

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $399K

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
33
Reduced
57
Closed
22
Calls
–
Puts
$399K
Net Calls
-$399K
Net Calls Change
-$413K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$25.8M
2
Franklin Resources
Franklin Resources
California
+$10.7M
3
Charles Schwab
Charles Schwab
California
+$8.67M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$4.18M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.82M

Top Sellers

1
BlackRock
BlackRock
New York
-$13.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$7.97M
3
Wells Fargo
Wells Fargo
California
-$6.77M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.86M
5
AP
Antipodes Partners
Australia
-$4.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
26
Thomas White International
Illinois
$5.82M -$1.15M -26,293 -16%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.26M – – –
HSBC Holdings
28
HSBC Holdings
United Kingdom
$4.2M -$3.27M -74,810 -43%
ERSOT
29
Employees Retirement System of Texas
Texas
$4.05M – – –
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$4.01M +$4.18M +95,600 New
State Street
31
State Street
Massachusetts
$3.68M +$363K +8,298 +10%
RGI
32
River Global Investors
United Kingdom
$3.22M +$962K +22,000 +40%
Invesco
33
Invesco
Georgia
$2.74M -$123K -2,822 -4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.56M +$751K +17,183 +39%
HJIM
35
Henry James International Management
New York
$2.26M +$1.35M +30,761 +134%
CGH
36
Crossmark Global Holdings
Texas
$2.15M -$60.4K -1,381 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.84M +$1.47M +33,552 +330%
Deutsche Bank
38
Deutsche Bank
Germany
$1.75M -$3.07M -70,203 -63%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.75M +$1.82M +41,700 New
AIA
40
Avalon Investment & Advisory
Texas
$1.67M -$213K -4,865 -11%
Pzena Investment Management
41
Pzena Investment Management
New York
$1.66M +$41.2K +941 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.66M +$1.73M +39,449 New
SGA
43
Strategic Global Advisors
California
$1.59M +$13.3K +305 +0.8%
Ameriprise
44
Ameriprise
Minnesota
$1.46M -$140K -3,205 -8%
DAM
45
Deltec Asset Management
New York
$1.3M -$262K -6,000 -16%
NONA
46
Ninety One North America
New York
$1.3M +$1.36M +31,000 New
Fisher Asset Management
47
Fisher Asset Management
Washington
$1.27M -$1.31M -29,843 -50%
RJA
48
Raymond James & Associates
Florida
$1.12M -$290K -6,624 -20%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.11M +$450K +10,297 +64%
Axa
50
Axa
France
$1.02M – – –
1
2
3 4 5

KB Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2018, worth a combined $1.1B — down 13% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KB positions and 22 closed out — a net gain of 12 holders — while 33 added to existing stakes and 57 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $25.8M. The largest seller was BlackRock, cutting an estimated $13.9M.

  • 151 institutional investors held KB Financial Group (KB) as of Q4 2018, up from 140 in Q3 2018.
  • Funds reported $1.1B of KB Financial Group stock for Q4 2018, down 13% quarter-over-quarter.
  • 34 funds opened new KB Financial Group positions in Q4 2018 and 22 closed out, a net change of +12 holders.
  • The largest KB Financial Group buyer in Q4 2018 was Arrowstreet Capital, an estimated $25.8M added.
  • The largest KB Financial Group seller in Q4 2018 was BlackRock, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2018.