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KB Financial Group

94 hedge funds and large institutions have $1.13B invested in KB Financial Group in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$65.6M)

1% more funds holding

Funds holding: 9394 (+1)

0.17% more ownership

Funds ownership: 7.91%8.09% (+0.17%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
11
Increased
25
Reduced
36
Closed
9
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$120K -$4.91K -129 -4%
TRCT
77
Tower Research Capital (TRC)
New York
$88K +$89.7K +2,357 +2,946%
Barclays
78
Barclays
United Kingdom
$81K -$24.2K -635 -22%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$55K -$114 -3 -0.2%
JWA
80
JFS Wealth Advisors
Pennsylvania
$19K
AIG
81
American International Group
New York
$18.9K +$19K +500 +2,273%
EFSCE
82
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
DADC
83
D.A. Davidson & Co
Montana
$15K +$16.4K +432 New
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$14K +$15.1K +397 New
LIA
85
LS Investment Advisors
Michigan
$7K
GSC
86
Ground Swell Capital
South Carolina
$7K +$7.62K +200 New
IPC
87
Independent Portfolio Consultants
Florida
$3K -$45.7K -1,200 -94%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$3K +$1.6K +42 +105%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$2K -$103K -2,709 -98%
OA
90
OFI Advisors
Pennsylvania
$1K -$190 -5 -24%
MFS
91
MSI Financial Services
Massachusetts
$1K
NG
92
NatWest Group
United Kingdom
$831 +$874K +22,954 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
-$2.19M -62,986 Closed
DAM
95
Deltec Asset Management
New York
-$1.91M -55,000 Closed
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
-$365K -10,500 Closed
MLIM
97
Mountain Lake Investment Management
Florida
-$315K -9,049 Closed
Daiwa Securities Group
98
Daiwa Securities Group
Japan
-$226K -6,500 Closed
TD Asset Management
99
TD Asset Management
Ontario, Canada
-$216K -6,204 Closed
Verition Fund Management
100
Verition Fund Management
Connecticut
-$211K -6,064 Closed

KB Hedge Fund Activity: Q3 2014 in Review

94 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2014, worth a combined $1.13B — up 6.2% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KB positions and 9 closed out — a net gain of 2 holders — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $37.4M. The largest seller was Tradewinds Global Investors, cutting an estimated $18.9M.

  • 94 institutional investors held KB Financial Group (KB) as of Q3 2014, up from 93 in Q2 2014.
  • Funds reported $1.13B of KB Financial Group stock for Q3 2014, up 6.2% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q3 2014 and 9 closed out, a net change of +2 holders.
  • The largest KB Financial Group buyer in Q3 2014 was Altrinsic Global Advisors, an estimated $37.4M added.
  • The largest KB Financial Group seller in Q3 2014 was Tradewinds Global Investors, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.