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KB Financial Group
KB

156 hedge funds and large institutions have $1.18B invested in KB Financial Group in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.1% more ownership

Funds ownership: 5.96% → 6.05% (+0.1%)

2% less funds holding

Funds holding: 159 → 156 (-3)

18% less capital invested

Capital invested by funds: $1.44B → $1.18B (-$265M)

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
58
Reduced
44
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TSAM
Trinity Street Asset Management
United Kingdom
+$36.2M
2
BlackRock
BlackRock
New York
+$18M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$7.49M
4
Franklin Resources
Franklin Resources
California
+$5.59M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$5.1M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$20.2M
2
RG
Renaissance Group
Kentucky
-$19.9M
3
Wells Fargo
Wells Fargo
California
-$12.2M
4
AP
Antipodes Partners
Australia
-$5.8M
5
LG
Leuthold Group
Minnesota
-$4.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$238K -$322K -6,095 -54%
LSAG
102
Lake Street Advisors Group
New Hampshire
$215K – – –
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$215K +$8.34K +158 +4%
ACM
104
Ativo Capital Management
Illinois
$214K -$1.23M -23,293 -84%
FGAM
105
Financial Gravity Asset Management
Texas
$203K +$178K +3,364 +291%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$142K +$14.3K +271 +10%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$141K +$845 +16 +0.5%
IWP
108
Icon Wealth Partners
Texas
$127K +$4.7K +89 +3%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$106K -$79.5K -1,506 -40%
IDBONY
110
Israel Discount Bank of New York
New York
$83K – – –
QT
111
Quantbot Technologies
New York
$55K +$35.5K +672 +129%
Asset Management One
112
Asset Management One
Japan
$54K – – –
ASN
113
Advisory Services Network
Georgia
$50K – – –
TRCT
114
Tower Research Capital (TRC)
New York
$42K -$23.9K -453 -33%
QCG
115
Quadrant Capital Group
Ohio
$42K -$16.4K -311 -24%
MCM
116
Mainstay Capital Management
Michigan
$37K +$42.2K +800 New
SIAS
117
Shine Investment Advisory Services
Colorado
$25K – – –
PA
118
Parallel Advisors
California
$22K +$1.95K +37 +8%
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$1.37K +26 +6%
AAP
120
Arax Advisory Partners
Colorado
$18K -$5.49K -104 -21%
RFC
121
Regions Financial Corp
Alabama
$18K -$3.64K -69 -15%
ST
122
Smithfield Trust
Pennsylvania
$15K – – –
IA
123
IFP Advisors
Florida
$14K -$15.8K -300 -50%
BFC
124
Bedel Financial Consulting
Indiana
$14K – – –
PFBT
125
Parkside Financial Bank & Trust
Missouri
$14K – – –
3 4
5
6 7

KB Hedge Fund Activity: Q2 2018 in Review

156 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2018, worth a combined $1.18B — down 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KB positions and 24 closed out — a net gain of 1 holder — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Trinity Street Asset Management, opening a new position worth an estimated $36.2M. The largest seller was Arrowstreet Capital, cutting an estimated $20.2M.

  • 156 institutional investors held KB Financial Group (KB) as of Q2 2018, down from 159 in Q1 2018.
  • Funds reported $1.18B of KB Financial Group stock for Q2 2018, down 18% quarter-over-quarter.
  • 25 funds opened new KB Financial Group positions in Q2 2018 and 24 closed out, a net change of +1 holder.
  • The largest KB Financial Group buyer in Q2 2018 was Trinity Street Asset Management, an estimated $36.2M added.
  • The largest KB Financial Group seller in Q2 2018 was Arrowstreet Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2018.