We are live on ! Find out more
KB icon

KB Financial Group
KB

97 hedge funds and large institutions have $809M invested in KB Financial Group in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 7.71% → 7.58% (-0.13%)

3% less capital invested

Capital invested by funds: $830M → $809M (-$21.4M)

5% less funds holding

Funds holding: 102 → 97 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$3.73M
2
OMC
Old Mission Capital
Illinois
+$3.47M
3
UBS Group
UBS Group
Switzerland
+$2.35M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.38M
5
GH
GAM Holding
Switzerland
+$1.35M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$5.05M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.08M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.87M
4
AII
AGF Investments Inc
Ontario, Canada
-$2.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Guggenheim Capital
Illinois
$550K -$44.2K -1,729 -8%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$469K +$6.44K +252 +2%
Axa
53
Axa
France
$458K +$117K +4,600 +38%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$450K +$70.1K +2,743 +20%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$398K – – –
DekaBank Deutsche Girozentrale
56
DekaBank Deutsche Girozentrale
Germany
$390K – – –
BFA
57
BlackRock Fund Advisors
California
$389K +$123K +4,803 +52%
AG
58
Ashmore Group
United Kingdom
$388K +$81.9K +3,208 +30%
Legal & General Group
59
Legal & General Group
United Kingdom
$371K – – –
PA
60
Profund Advisors
Maryland
$348K +$322K +12,617 New
Millennium Management
61
Millennium Management
New York
$307K -$1.22M -47,802 -81%
Verition Fund Management
62
Verition Fund Management
Connecticut
$269K +$63.6K +2,492 +34%
CG
63
Caprock Group
Idaho
$254K +$235K +9,217 New
Ameriprise
64
Ameriprise
Minnesota
$236K +$218K +8,547 New
Aviva
65
Aviva
United Kingdom
$204K – – –
IGIM
66
I.G. Investment Management
Manitoba, Canada
$202K – – –
RFS
67
Rockefeller Financial Services
New York
$188K – – –
CCA
68
Checchi Capital Advisers
California
$158K +$146K +5,734 New
Citigroup
69
Citigroup
New York
$118K +$77.2K +3,024 +243%
US Bancorp
70
US Bancorp
Minnesota
$104K +$41K +1,607 +75%
Morgan Stanley
71
Morgan Stanley
New York
$98K -$958K -37,525 -91%
MTB
72
Mizuho Trust & Banking
Japan
$69K +$5.21K +204 +9%
TRCT
73
Tower Research Capital (TRC)
New York
$64K +$59.2K +2,318 New
CG
74
Cutler Group
California
$44K +$11K +431 +36%
DVM
75
Dreman Value Management
Florida
$41K -$33.9K -1,327 -47%
1 2
3
4 5

KB Hedge Fund Activity: Q1 2016 in Review

97 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2016, worth a combined $809M — down 2.6% from $830M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KB and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Franklin Resources, adding an estimated $3.73M. The largest seller was Macquarie Group, cutting an estimated $5.05M.

  • 97 institutional investors held KB Financial Group (KB) as of Q1 2016, down from 102 in Q4 2015.
  • Funds reported $809M of KB Financial Group stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q1 2016 and 15 closed out, a net change of -4 holders.
  • The largest KB Financial Group buyer in Q1 2016 was Franklin Resources, an estimated $3.73M added.
  • The largest KB Financial Group seller in Q1 2016 was Macquarie Group, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2016.