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KB Financial Group
KB

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: 93 → 94 (+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: 4 → 3 (-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

Top Buyers

1
AGA
Altrinsic Global Advisors
Connecticut
+$37.4M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.89M
3
PIA
Philadelphia International Advisors
Pennsylvania
+$5.16M
4
MAM
Mercator Asset Management
Florida
+$4.55M
5
MIM
Mittleman Investment Management
New York
+$3.19M

Top Sellers

1
TGI
Tradewinds Global Investors
California
-$18.9M
2
NCM
Newgate Capital Management
Connecticut
-$5.71M
3
Macquarie Group
Macquarie Group
Australia
-$4.68M
4
WBC
Westpac Banking Corp
Australia
-$2.98M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
H
101
Hexavest
Quebec, Canada
– -$31K -903 Closed
PAS
102
Partnervest Advisory Services
California
– -$3K -76 Closed
NFG
103
Next Financial Group
Texas
– +$457 +12 New
1 2 3 4
5

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.