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KB Financial Group
KB

118 hedge funds and large institutions have $1.19B invested in KB Financial Group in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $967M → $1.19B (+$223M)

0% more funds holding

Funds holding: 118 → 118 (0)

0.05% less ownership

Funds ownership: 6.55% → 6.51% (-0.05%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $998K

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
47
Reduced
31
Closed
17
Calls
–
Puts
$998K
Net Calls
-$998K
Net Calls Change
-$438K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$13.4M
2
RG
Renaissance Group
Kentucky
+$12.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.83M
4
Wells Fargo
Wells Fargo
California
+$8.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$6.81M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$32.2M
2
Franklin Resources
Franklin Resources
California
-$22.7M
3
MIM
Mittleman Investment Management
New York
-$6.62M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.76M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
101
QS Investors
New York
$22K +$20.6K +500 New
IA
102
IFP Advisors
Florida
$16K -$82 -2 -0.5%
FHA
103
First Horizon Advisors
Tennessee
$16K +$5.43K +132 +55%
AAP
104
Arax Advisory Partners
Colorado
$16K +$7.04K +171 +86%
PFBT
105
Parkside Financial Bank & Trust
Missouri
$14K – – –
CFA
106
Carroll Financial Associates
North Carolina
$13K – – –
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
JWA
108
JFS Wealth Advisors
Pennsylvania
$11K – – –
H
109
Hexavest
Quebec, Canada
$8K -$6.38K -155 -47%
LIA
110
LS Investment Advisors
Michigan
$8K – – –
YWP
111
YorkBridge Wealth Partners
New York
$8K – – –
AIM
112
Acrospire Investment Management
Illinois
$6K -$20.6K -500 -79%
PA
113
Parallel Advisors
California
$5K – – –
WA
114
Winfield Associates
Ohio
$5K – – –
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.55K +62 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$2K – – –
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$1.73K +42 New
FMA
118
FNY Managed Accounts
New York
$1K +$1.85K +45 New
CCMG
119
Clark Capital Management Group
Pennsylvania
– -$2.63M -74,561 Closed
Millennium Management
120
Millennium Management
New York
– -$943K -26,731 Closed
Axa
121
Axa
France
– -$586K -16,600 Closed
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
– -$483K -13,700 Closed
LMGAM
123
Liberty Mutual Group Asset Management
Massachusetts
– -$421K -11,921 Closed
HI
124
HBK Investments
Texas
– -$265K -7,500 Closed
GC
125
Guggenheim Capital
Illinois
– -$235K -6,633 Closed
2 3 4
5
6

KB Hedge Fund Activity: Q1 2017 in Review

118 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2017, worth a combined $1.19B — up 23% from $967M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KB positions and 17 closed out — a net gain of 4 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Northern Trust, adding an estimated $13.4M. The largest seller was Altrinsic Global Advisors, cutting an estimated $32.2M.

  • 118 institutional investors held KB Financial Group (KB) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.19B of KB Financial Group stock for Q1 2017, up 23% quarter-over-quarter.
  • 21 funds opened new KB Financial Group positions in Q1 2017 and 17 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q1 2017 was Northern Trust, an estimated $13.4M added.
  • The largest KB Financial Group seller in Q1 2017 was Altrinsic Global Advisors, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2017.