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KB Financial Group

98 hedge funds and large institutions have $1.18B invested in KB Financial Group in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$122M)

3% more funds holding

Funds holding: 9598 (+3)

0.3% more ownership

Funds ownership: 8.38%8.68% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
34
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTB
76
Mizuho Trust & Banking
Japan
$147K +$142K +4,170 New
US Bancorp
77
US Bancorp
Minnesota
$111K +$102 +3 +0.1%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$61K +$9.59K +281 +19%
OA
79
OFI Advisors
Pennsylvania
$24K -$34.6K -1,013 -60%
GT
80
Glenmede Trust
Pennsylvania
$20K -$114K -3,327 -85%
JIR
81
James Investment Research
Ohio
$18K +$17.1K +500 New
DADC
82
D.A. Davidson & Co
Montana
$17K +$4.3K +126 +34%
JWA
83
JFS Wealth Advisors
Pennsylvania
$15K
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
S
85
SignatureFD
Georgia
$7K -$819 -24 -11%
LIA
86
LS Investment Advisors
Michigan
$6K
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$5K -$34 -1 -0.7%
TRCT
88
Tower Research Capital (TRC)
New York
$2K -$378K -11,087 -100%
FPFS
89
First Personal Financial Services
North Carolina
$2K
SEI Investments
90
SEI Investments
Pennsylvania
$2K +$171 +5 +9%
SF
91
Synovus Financial
Georgia
$2K +$1.57K +46 New
Creative Planning
92
Creative Planning
Kansas
$1K +$785 +23 New
CFA
93
Carroll Financial Associates
North Carolina
$1K +$1.23K +36 New
AWS
94
Aris Wealth Services
Pennsylvania
$1K +$1.3K +38 New
AIG
95
American International Group
New York
$773
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210 +$198K +5,807 +3,675%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
-$6.08M -186,256 Closed
NCM
98
Newgate Capital Management
Connecticut
-$985K -30,197 Closed
Two Sigma Investments
99
Two Sigma Investments
New York
-$827K -25,354 Closed
CCP
100
Clarkston Capital Partners
Michigan
-$474K -14,522 Closed

KB Hedge Fund Activity: Q1 2015 in Review

98 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2015, worth a combined $1.18B — up 12% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KB positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $24.4M. The largest seller was HSBC Holdings, cutting an estimated $7.58M.

  • 98 institutional investors held KB Financial Group (KB) as of Q1 2015, up from 95 in Q4 2014.
  • Funds reported $1.18B of KB Financial Group stock for Q1 2015, up 12% quarter-over-quarter.
  • 12 funds opened new KB Financial Group positions in Q1 2015 and 8 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q1 2015 was Altrinsic Global Advisors, an estimated $24.4M added.
  • The largest KB Financial Group seller in Q1 2015 was HSBC Holdings, an estimated $7.58M sold.

Based on aggregated 13F filings for Q1 2015.