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KB Financial Group
KB

95 hedge funds and large institutions have $1.06B invested in KB Financial Group in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 94 → 95 (+1)

0.3% more ownership

Funds ownership: 8.09% → 8.38% (+0.3%)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

7% less capital invested

Capital invested by funds: $1.13B → $1.06B (-$74.3M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
31
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
Altrinsic Global Advisors
Connecticut
+$57.2M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.68M
3
OH
Orbis Holdings
Bermuda
+$2.91M
4
Northern Trust
Northern Trust
Illinois
+$2.56M
5
MIM
Mittleman Investment Management
New York
+$2.45M

Top Sellers

1
TGI
Tradewinds Global Investors
California
-$6.82M
2
MAA
Managed Account Advisors
New Jersey
-$5.77M
3
Franklin Resources
Franklin Resources
California
-$5.01M
4
MAM
Mercator Asset Management
Florida
-$4.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Stevens Capital Management
Pennsylvania
– -$326K -9,013 Closed
RCAG
102
Rehmann Capital Advisory Group
Michigan
– -$287K -7,914 Closed
PPCM
103
Pillar Pacific Capital Management
California
– -$221K -6,100 Closed
IPC
104
Independent Portfolio Consultants
Florida
– -$2.87K -80 Closed
MFS
105
MSI Financial Services
Massachusetts
– -$1K -15 Closed
1 2 3 4
5

KB Hedge Fund Activity: Q4 2014 in Review

95 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2014, worth a combined $1.06B — down 6.6% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KB positions and 11 closed out — a net gain of 3 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $57.2M. The largest seller was Tradewinds Global Investors, cutting an estimated $6.82M.

  • 95 institutional investors held KB Financial Group (KB) as of Q4 2014, up from 94 in Q3 2014.
  • Funds reported $1.06B of KB Financial Group stock for Q4 2014, down 6.6% quarter-over-quarter.
  • 14 funds opened new KB Financial Group positions in Q4 2014 and 11 closed out, a net change of +3 holders.
  • The largest KB Financial Group buyer in Q4 2014 was Altrinsic Global Advisors, an estimated $57.2M added.
  • The largest KB Financial Group seller in Q4 2014 was Tradewinds Global Investors, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2014.