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KB Financial Group

140 hedge funds and large institutions have $1.26B invested in KB Financial Group in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$86.6M)

0.21% more ownership

Funds ownership: 6.05%6.26% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 156140 (-16)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
140
Holders Change
-16
Holders Change %
-10.26%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
42
Reduced
53
Closed
31
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$4K
PCG
127
Private Capital Group
Connecticut
$4K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$4K +$1.82K +39 +78%
SWM
129
SeaCrest Wealth Management
New York
$3K
ZB
130
Zions Bancorporation
Utah
$3K +$2.75K +59 New
Barclays
131
Barclays
United Kingdom
$2K
OWA
132
One Wealth Advisors
California
$2K
FHB
133
First Hawaiian Bank
Hawaii
$2K +$1.63K +35 New
Simplex Trading
134
Simplex Trading
Illinois
$1K -$6.76K -145 -87%
AC
135
Avestar Capital
New York
$1K -$1.58K -34 -60%
Capital Research Global Investors
136
Capital Research Global Investors
California
$1K -$187 -4 -19%
JA
137
JOYN Advisors
Georgia
$1K
VFA
138
Valeo Financial Advisors
Indiana
$1K
KF
139
Krilogy Financial
Missouri
$1K +$793 +17 New
FRA
140
Front Row Advisors
California
$7 -$47 -1 -0.6%
DWA
141
Dorsey Wright & Associates
California
-$8.91M -191,969 Closed
MWNA
142
Marshall Wace North America
New York
-$2M -42,958 Closed
CCM
143
Causeway Capital Management
California
-$1.86M -39,560 Closed
NAM
144
NorthCoast Asset Management
Connecticut
-$1.7M -36,514 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$846K -18,210 Closed
Nomura Holdings
146
Nomura Holdings
Japan
-$818K -17,559 Closed
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
-$583K -12,543 Closed
AI
148
Atria Investments
North Carolina
-$547K -11,765 Closed
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
-$469K -10,100 Closed
Millennium Management
150
Millennium Management
New York
-$447K -9,614 Closed

KB Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2018, worth a combined $1.26B — up 7.4% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KB and 16 opened new positions — a net loss of 15 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was Franklin Resources, adding an estimated $46.1M. The largest seller was Dorsey Wright & Associates, exiting entirely with an estimated $8.91M sold.

  • 140 institutional investors held KB Financial Group (KB) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $1.26B of KB Financial Group stock for Q3 2018, up 7.4% quarter-over-quarter.
  • 16 funds opened new KB Financial Group positions in Q3 2018 and 31 closed out, a net change of -15 holders.
  • The largest KB Financial Group buyer in Q3 2018 was Franklin Resources, an estimated $46.1M added.
  • The largest KB Financial Group seller in Q3 2018 was Dorsey Wright & Associates, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2018.