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KB Financial Group
KB

112 hedge funds and large institutions have $932M invested in KB Financial Group in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

70% more call options, than puts

Call options by funds: $356K | Put options by funds: $209K

17% more funds holding

Funds holding: 96 → 112 (+16)

9% more capital invested

Capital invested by funds: $851M → $932M (+$80.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.7% less ownership

Funds ownership: 7.74% → 7.04% (-0.7%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
29
Reduced
39
Closed
2
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
+$1.06M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.55M
2
LG
Leuthold Group
Minnesota
+$3.54M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$2.77M
4
Morgan Stanley
Morgan Stanley
New York
+$2.68M
5
UBS Group
UBS Group
Switzerland
+$1.27M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$40.1M
2
Macquarie Group
Macquarie Group
Australia
-$40M
3
Franklin Resources
Franklin Resources
California
-$7.36M
4
BIT
BlackRock Institutional Trust
California
-$3.61M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$143K -$1.11K -34 -0.8%
S
77
SignatureFD
Georgia
$138K -$1.41K -43 -1%
JFA
78
JNBA Financial Advisors
Minnesota
$138K +$132K +4,034 New
JP Morgan Chase
79
JP Morgan Chase
New York
$122K -$1.88M -57,274 -94%
AG
80
Advisor Group
Arizona
$99K +$15.8K +482 +20%
DVM
81
Dreman Value Management
Florida
$88K -$2.72K -83 -3%
MTB
82
Mizuho Trust & Banking
Japan
$85K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$66K +$49.6K +1,515 +363%
AssetMark Inc
84
AssetMark Inc
California
$49K +$16.1K +491 +52%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$44K – – –
EDRS
86
Edmond de Rothschild (Suisse)
Switzerland
$44K – – –
Walleye Trading
87
Walleye Trading
New York
$34K +$32.7K +1,000 New
MFW
88
Mosaic Family Wealth
Missouri
$33K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$24K -$2.33K -71 -9%
GT
90
Glenmede Trust
Pennsylvania
$24K – – –
CG
91
Cutler Group
California
$20K +$9.82K +300 +102%
PWM
92
Perigon Wealth Management
California
$19K +$17.8K +545 New
QCG
93
Quadrant Capital Group
Ohio
$17K – – –
IA
94
IFP Advisors
Florida
$15K +$10.7K +328 +293%
JWA
95
JFS Wealth Advisors
Pennsylvania
$14K – – –
Bessemer Group
96
Bessemer Group
New Jersey
$14K +$13.1K +400 New
PFBT
97
Parkside Financial Bank & Trust
Missouri
$11K – – –
WC
98
Whitnell & Co
Illinois
$11K – – –
CFA
99
Carroll Financial Associates
North Carolina
$10K – – –
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$2.33K +71 +36%
1 2 3
4
5

KB Hedge Fund Activity: Q3 2016 in Review

112 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2016, worth a combined $932M — up 9.5% from $851M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KB positions and 2 closed out — a net gain of 18 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.55M. The largest seller was Altrinsic Global Advisors, cutting an estimated $40.1M.

  • 112 institutional investors held KB Financial Group (KB) as of Q3 2016, up from 96 in Q2 2016.
  • Funds reported $932M of KB Financial Group stock for Q3 2016, up 9.5% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q3 2016 and 2 closed out, a net change of +18 holders.
  • The largest KB Financial Group buyer in Q3 2016 was Arrowstreet Capital, an estimated $4.55M added.
  • The largest KB Financial Group seller in Q3 2016 was Altrinsic Global Advisors, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2016.