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KB Financial Group

155 hedge funds and large institutions have $1.47B invested in KB Financial Group in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

230% more call options, than puts

Call options by funds: $679K | Put options by funds: $206K

24% more funds holding

Funds holding: 125155 (+30)

17% more capital invested

Capital invested by funds: $1.26B → $1.47B (+$210M)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 6.13%6% (-0.14%)

Holders
155
Holders Change
+30
Holders Change %
+24%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
51
Reduced
47
Closed
6
Calls
$679K
Puts
$206K
Net Calls
+$473K
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
126
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
YWP
127
YorkBridge Wealth Partners
New York
$16K +$2.55K +48 +23%
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$8.71K +164 +245%
ST
129
Smithfield Trust
Pennsylvania
$13K -$6.96K -131 -38%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$13K
CFA
131
Carroll Financial Associates
North Carolina
$11K
LIA
132
LS Investment Advisors
Michigan
$11K
Barclays
133
Barclays
United Kingdom
$11K +$9.82K +185 New
DVM
134
Dreman Value Management
Florida
$10K
FRA
135
Front Row Advisors
California
$9K +$7.81K +147 New
FPFS
136
First Personal Financial Services
North Carolina
$9K +$8.02K +151 New
WA
137
Winfield Associates
Ohio
$8K
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$8K +$4.78K +90 +180%
WC
139
Whitnell & Co
Illinois
$7K +$6.37K +120 New
VFA
140
Valeo Financial Advisors
Indiana
$6K -$1.33K -25 -19%
OWA
141
One Wealth Advisors
California
$6K +$5.42K +102 New
SFSIG
142
San Francisco Sentry Investment Group
California
$5K -$2.55K -48 -36%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$5K +$3.66K +69 +300%
STA
144
Summit Trail Advisors
New York
$5K +$4.2K +79 New
GRP
145
Global Retirement Partners
California
$4K +$2.81K +53 +379%
SWM
146
SeaCrest Wealth Management
New York
$4K +$3.19K +60 New
RPC
147
Rossmore Private Capital
Connecticut
$3.8K +$3.45K +65 New
SWP
148
Stratos Wealth Partners
Ohio
$3K +$2.5K +47 New
DCM
149
Delpha Capital Management
New York
$3K +$2.55K +48 New
FFG
150
Ford Financial Group
California
$2K +$2.5K +47 New

KB Hedge Fund Activity: Q4 2017 in Review

155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2017, worth a combined $1.47B — up 17% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KB positions and 6 closed out — a net gain of 30 holders — while 51 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.74M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $23.4M sold.

  • 155 institutional investors held KB Financial Group (KB) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $1.47B of KB Financial Group stock for Q4 2017, up 17% quarter-over-quarter.
  • 36 funds opened new KB Financial Group positions in Q4 2017 and 6 closed out, a net change of +30 holders.
  • The largest KB Financial Group buyer in Q4 2017 was Wells Fargo, an estimated $6.74M added.
  • The largest KB Financial Group seller in Q4 2017 was Altrinsic Global Advisors, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2017.