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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
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$13K – – –
CCMW
127
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
YWP
128
YorkBridge Wealth Partners
New York
$12K – – –
FHA
129
First Horizon Advisors
Tennessee
$11K -$5.12K -97 -29%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K +$158 +3 +1%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$11K +$739 +14 +6%
FHA
132
Flagship Harbor Advisors
Massachusetts
$11K +$13.1K +248 New
CFA
133
Carroll Financial Associates
North Carolina
$9K – – –
SMFS
134
Squar Milner Financial Services
California
$9K +$9.71K +184 New
CG
135
Cutler Group
California
$9K +$10.6K +200 New
LIA
136
LS Investment Advisors
Michigan
$8K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8.66K +164 New
Simplex Trading
138
Simplex Trading
Illinois
$7K +$8.81K +167 New
WC
139
Whitnell & Co
Illinois
$6K – – –
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$5K +$158 +3 +3%
UBS AM
141
UBS AM
Illinois
$4.83K +$5.49K +104 New
PCG
142
Private Capital Group
Connecticut
$4K -$845 -16 -14%
GRP
143
Global Retirement Partners
California
$4K – – –
SWM
144
SeaCrest Wealth Management
New York
$3K – – –
CF
145
Centaurus Financial
California
$3K +$2.85K +54 New
OWA
146
One Wealth Advisors
California
$2K -$3.27K -62 -61%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$2K – – –
AC
148
Avestar Capital
New York
$2K +$1.21K +23 +68%
CFN
149
Cordasco Financial Network
Florida
$2K +$1.85K +35 New
Barclays
150
Barclays
United Kingdom
$2K +$1.95K +37 New
4 5
6
7 8

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.