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KB Financial Group
KB

125 hedge funds and large institutions have $1.26B invested in KB Financial Group in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 123 → 125 (+2)

0.07% more ownership

Funds ownership: 6.06% → 6.13% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $1.28B → $1.26B (-$22.3M)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$15.3M
2
HIM
Hermes Investment Management
United Kingdom
+$8.91M
3
Bank of America
Bank of America
North Carolina
+$8.36M
4
CS
Credit Suisse
Switzerland
+$6.5M
5
TWI
Thomas White International
Illinois
+$5.89M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$36.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$7.23M
3
Deutsche Bank
Deutsche Bank
Germany
-$5.67M
4
OAG
Orbis Allan Gray
Bermuda
-$3.18M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
101
Asset Management One
Japan
$47K – – –
MFW
102
Mosaic Family Wealth
Missouri
$45K -$1.95K -39 -4%
IA
103
IFP Advisors
Florida
$29K +$748 +15 +3%
PA
104
Parallel Advisors
California
$23K +$299 +6 +1%
SIAS
105
Shine Investment Advisory Services
Colorado
$21K +$21.2K +426 New
AAP
106
Arax Advisory Partners
Colorado
$18K +$249 +5 +1%
ST
107
Smithfield Trust
Pennsylvania
$17K +$17.4K +349 New
PFBT
108
Parkside Financial Bank & Trust
Missouri
$15K – – –
FHA
109
First Horizon Advisors
Tennessee
$14K – – –
EFSCE
110
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.8K +217 New
YWP
112
YorkBridge Wealth Partners
New York
$10K – – –
CFA
113
Carroll Financial Associates
North Carolina
$9K -$2.64K -53 -21%
LIA
114
LS Investment Advisors
Michigan
$9K – – –
DVM
115
Dreman Value Management
Florida
$8K – – –
SFSIG
116
San Francisco Sentry Investment Group
California
$7K +$6.63K +133 New
WA
117
Winfield Associates
Ohio
$6K -$249 -5 -4%
VFA
118
Valeo Financial Advisors
Indiana
$6K +$6.48K +130 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K +$1.25K +25 +60%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$2K – – –
BTIS
121
BB&T Investment Services
North Carolina
$2K +$1.3K +26 +90%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$2K +$1.55K +31 New
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$1K -$7.88K -158 -87%
GRP
124
Global Retirement Partners
California
$1K +$698 +14 New
SPIA
125
Steward Partners Investment Advisory
New York
$1K +$1.55K +31 New
2 3 4
5
6

KB Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2017, worth a combined $1.26B — down 1.7% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KB positions and 17 closed out — a net gain of 3 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.3M. The largest seller was Franklin Resources, cutting an estimated $36.7M.

  • 125 institutional investors held KB Financial Group (KB) as of Q3 2017, up from 123 in Q2 2017.
  • Funds reported $1.26B of KB Financial Group stock for Q3 2017, down 1.7% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q3 2017 and 17 closed out, a net change of +3 holders.
  • The largest KB Financial Group buyer in Q3 2017 was Arrowstreet Capital, an estimated $15.3M added.
  • The largest KB Financial Group seller in Q3 2017 was Franklin Resources, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2017.