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KB Financial Group
KB

159 hedge funds and large institutions have $1.44B invested in KB Financial Group in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

3% more funds holding

Funds holding: 155 → 159 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 6% → 5.96% (-0.04%)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$24.7M)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
59
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$18.1M
2
Lazard Asset Management
Lazard Asset Management
New York
+$10.8M
3
Morgan Stanley
Morgan Stanley
New York
+$8.34M
4
CS
Credit Suisse
Switzerland
+$8.32M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$5.43M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$33.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.8M
3
MIM
Mittleman Investment Management
New York
-$8.18M
4
AP
Antipodes Partners
Australia
-$7.91M
5
Macquarie Group
Macquarie Group
Australia
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Parallel Advisors
California
$26K -$360 -6 -1%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$25K -$1.2K -20 -5%
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$9.24K +154 +57%
FHA
129
First Horizon Advisors
Tennessee
$18K – – –
PFBT
130
Parkside Financial Bank & Trust
Missouri
$18K – – –
ST
131
Smithfield Trust
Pennsylvania
$18K +$5.88K +98 +45%
BFC
132
Bedel Financial Consulting
Indiana
$17K +$18K +300 New
YWP
133
YorkBridge Wealth Partners
New York
$14K – – –
CCMW
134
Cypress Capital Management (Wyoming)
Wyoming
$14K +$15K +250 New
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$13K -$9.42K -157 -42%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K – – –
FRA
138
Front Row Advisors
California
$13K +$4.56K +76 +52%
CFA
139
Carroll Financial Associates
North Carolina
$11K – – –
DVM
140
Dreman Value Management
Florida
$10K – – –
LIA
141
LS Investment Advisors
Michigan
$10K – – –
FPFS
142
First Personal Financial Services
North Carolina
$9K -$180 -3 -2%
WC
143
Whitnell & Co
Illinois
$7K – – –
PCG
144
Private Capital Group
Connecticut
$7K +$6K +100 +625%
OWA
145
One Wealth Advisors
California
$6K – – –
VFA
146
Valeo Financial Advisors
Indiana
$6K – – –
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$6K +$840 +14 +15%
GAM
148
Gemmer Asset Management
California
$6K +$6.12K +102 New
SFSIG
149
San Francisco Sentry Investment Group
California
$5K – – –
GRP
150
Global Retirement Partners
California
$5K +$1.2K +20 +30%
4 5
6
7 8

KB Hedge Fund Activity: Q1 2018 in Review

159 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2018, worth a combined $1.44B — down 1.7% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KB positions and 18 closed out — a net gain of 6 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $18.1M. The largest seller was Franklin Resources, cutting an estimated $33.5M.

  • 159 institutional investors held KB Financial Group (KB) as of Q1 2018, up from 155 in Q4 2017.
  • Funds reported $1.44B of KB Financial Group stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 24 funds opened new KB Financial Group positions in Q1 2018 and 18 closed out, a net change of +6 holders.
  • The largest KB Financial Group buyer in Q1 2018 was BlackRock, an estimated $18.1M added.
  • The largest KB Financial Group seller in Q1 2018 was Franklin Resources, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2018.