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KB Financial Group
KB

93 hedge funds and large institutions have $1.1B invested in KB Financial Group in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.35% less ownership

Funds ownership: 8.42% → 8.07% (-0.35%)

17% less capital invested

Capital invested by funds: $1.33B → $1.1B (-$231M)

19% less funds holding

Funds holding: 115 → 93 (-22)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

70% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 27

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $239K

Holders
93
Holders Change
-22
Holders Change %
-19.13%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
8
Increased
25
Reduced
33
Closed
27
Calls
–
Puts
$239K
Net Calls
-$239K
Net Calls Change
-$57K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.8M
2
AG
Aperio Group
California
+$10.1M
3
MIM
Mittleman Investment Management
New York
+$6.29M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.97M

Top Sellers

1
TGA
Trilogy Global Advisors
Florida
-$29.9M
2
TGI
Tradewinds Global Investors
California
-$16.4M
3
CS
Credit Suisse
Switzerland
-$8.65M
4
WBC
Westpac Banking Corp
Australia
-$8.3M
5
Macquarie Group
Macquarie Group
Australia
-$4.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$70K -$8.36K -236 -11%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$59.8K -$59.5K -1,680 -50%
Morgan Stanley
78
Morgan Stanley
New York
$59K -$86.2K -2,433 -59%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$46K +$6.59K +186 +16%
H
80
Hexavest
Quebec, Canada
$32K -$2.15M -60,826 -99%
FTUS
81
Flow Traders U.S.
New York
$22K – – –
EFSCE
82
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
LIA
83
LS Investment Advisors
Michigan
$6K – – –
CG
84
Colony Group
Massachusetts
$4K +$3.54K +100 New
GT
85
Glenmede Trust
Pennsylvania
$3K – – –
PAS
86
Partnervest Advisory Services
California
$3K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$3K +$2.83K +80 New
S
88
SignatureFD
Georgia
$2K +$2.13K +60 New
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$1K -$850 -24 -38%
KCPG
90
Kavar Capital Partners Group
Kansas
$1K – – –
OA
91
OFI Advisors
Pennsylvania
$1K – – –
AIG
92
American International Group
New York
$773 – – –
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 – – –
TGA
94
Trilogy Global Advisors
Florida
– -$29.9M -739,314 Closed
WBC
95
Westpac Banking Corp
Australia
– -$8.3M -204,900 Closed
CI Investments Inc
96
CI Investments Inc
Ontario, Canada
– -$3.45M -85,156 Closed
GI
97
Glovista Investments
New Jersey
– -$2.31M -57,125 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$2.02M -49,739 Closed
Renaissance Technologies
99
Renaissance Technologies
New York
– -$1.91M -47,100 Closed
Jane Street
100
Jane Street
New York
– -$1.73M -42,744 Closed
1 2 3
4
5

KB Hedge Fund Activity: Q1 2014 in Review

93 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2014, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KB and 8 opened new positions — a net loss of 19 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Royal Bank of Canada, adding an estimated $10.8M. The largest seller was Trilogy Global Advisors, exiting entirely with an estimated $29.9M sold.

  • 93 institutional investors held KB Financial Group (KB) as of Q1 2014, down from 115 in Q4 2013.
  • Funds reported $1.1B of KB Financial Group stock for Q1 2014, down 17% quarter-over-quarter.
  • 8 funds opened new KB Financial Group positions in Q1 2014 and 27 closed out, a net change of -19 holders.
  • The largest KB Financial Group buyer in Q1 2014 was Royal Bank of Canada, an estimated $10.8M added.
  • The largest KB Financial Group seller in Q1 2014 was Trilogy Global Advisors, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2014.