We are live on ! Find out more
KB icon

KB Financial Group
KB

159 hedge funds and large institutions have $1.44B invested in KB Financial Group in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

3% more funds holding

Funds holding: 155 → 159 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 6% → 5.96% (-0.04%)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$24.7M)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
59
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$18.1M
2
Lazard Asset Management
Lazard Asset Management
New York
+$10.8M
3
Morgan Stanley
Morgan Stanley
New York
+$8.34M
4
CS
Credit Suisse
Switzerland
+$8.32M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$5.43M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$33.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.8M
3
MIM
Mittleman Investment Management
New York
-$8.18M
4
AP
Antipodes Partners
Australia
-$7.91M
5
Macquarie Group
Macquarie Group
Australia
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Ativo Capital Management
Illinois
$1.62M -$194K -3,228 -10%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$1.61M +$512K +8,533 +44%
FIM
53
Freedom Investment Management
Connecticut
$1.55M +$86.3K +1,438 +6%
AIA
54
Avalon Investment & Advisory
Texas
$1.54M +$1.59M +26,591 New
Axa
55
Axa
France
$1.42M +$486K +8,100 +50%
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$1.41M +$26.8K +446 +2%
BDS
57
Banco de Sabadell
Florida
$1.39M +$1.48M +24,661 New
Comerica Bank
58
Comerica Bank
Texas
$1.32M +$12.2K +203 +0.9%
Jane Street
59
Jane Street
New York
$1.26M -$500K -8,334 -28%
Citigroup
60
Citigroup
New York
$1.2M -$9.3K -155 -0.7%
GC
61
Gratry & Company
Ohio
$1.17M -$84.8K -1,413 -7%
PA
62
Profund Advisors
Maryland
$1.07M -$164K -2,728 -13%
GT
63
Greenleaf Trust
Michigan
$1.02M – – –
WAM
64
World Asset Management
Michigan
$964K -$420K -7,001 -30%
LPL Financial
65
LPL Financial
California
$961K +$133K +2,210 +15%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$915K +$114K +1,900 +14%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$881K -$36K -601 -4%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$871K +$902K +15,039 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$715K -$832K -13,875 -53%
JIR
70
James Investment Research
Ohio
$710K -$150K -2,500 -17%
ACA
71
Atlas Capital Advisors
Wyoming
$708K +$733K +12,226 New
SPIA
72
Steward Partners Investment Advisory
New York
$661K +$265K +4,414 +63%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$650K -$16.8K -280 -2%
SCM
74
Stevens Capital Management
Pennsylvania
$647K +$670K +11,165 New
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$632K -$204K -3,400 -24%
1 2
3
4 5

KB Hedge Fund Activity: Q1 2018 in Review

159 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2018, worth a combined $1.44B — down 1.7% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KB positions and 18 closed out — a net gain of 6 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $18.1M. The largest seller was Franklin Resources, cutting an estimated $33.5M.

  • 159 institutional investors held KB Financial Group (KB) as of Q1 2018, up from 155 in Q4 2017.
  • Funds reported $1.44B of KB Financial Group stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 24 funds opened new KB Financial Group positions in Q1 2018 and 18 closed out, a net change of +6 holders.
  • The largest KB Financial Group buyer in Q1 2018 was BlackRock, an estimated $18.1M added.
  • The largest KB Financial Group seller in Q1 2018 was Franklin Resources, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2018.