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KB Financial Group
KB

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: 95 → 98 (+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: 2 → 2 (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
–

Top Buyers

1
AGA
Altrinsic Global Advisors
Connecticut
+$24.4M
2
Franklin Resources
Franklin Resources
California
+$14.4M
3
Northern Trust
Northern Trust
Illinois
+$7.18M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$4.98M
5
MAA
Managed Account Advisors
New Jersey
+$3.05M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$7.58M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.08M
3
TGI
Tradewinds Global Investors
California
-$3.55M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.88M
5
Wells Fargo
Wells Fargo
California
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
101
Cubist Systematic Strategies
Connecticut
– -$220K -6,738 Closed
VSWA
102
Vontobel Swiss Wealth Advisors
Switzerland
– -$14K -440 Closed
BIM
103
BlackRock Investment Management
Delaware
– -$1K -26 Closed
BRWA
104
B. Riley Wealth Advisors
Florida
– -$1 -22 Closed
IWMPD
105
Integrated Wealth Management (Palm Desert)
California
– +$341 +10 New
WCM
106
Wealthcare Capital Management
Virginia
– +$1.13K +33 New
1 2 3 4
5

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.