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KB Financial Group
KB

104 hedge funds and large institutions have $1.2B invested in KB Financial Group in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

18% more capital invested

Capital invested by funds: $1.02B → $1.2B (+$181M)

0.03% less ownership

Funds ownership: 8.91% → 8.88% (-0.03%)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 106 → 104 (-2)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
10
Increased
34
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TGI
Tradewinds Global Investors
California
+$6.84M
2
WBC
Westpac Banking Corp
Australia
+$6.63M
3
Jane Street
Jane Street
New York
+$5.59M
4
Wells Fargo
Wells Fargo
California
+$5.56M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.45M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$21.8M
2
IG
ING Group
Netherlands
-$12M
3
NCM
Newgate Capital Management
Connecticut
-$6.53M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$2.79M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$335M +$2.19M +67,738 +0.7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$200M -$872K -26,919 -0.5%
Macquarie Group
3
Macquarie Group
Australia
$106M +$780K +24,100 +0.8%
TGI
4
Tradewinds Global Investors
California
$92.1M +$6.84M +211,235 +9%
Lazard Asset Management
5
Lazard Asset Management
New York
$58.1M +$718K +22,174 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$34.7M -$1.23M -38,119 -4%
IG
7
ING Group
Netherlands
$33.4M -$12M -369,311 -28%
TGA
8
Trilogy Global Advisors
Florida
$29.4M +$1.02M +31,594 +4%
RFC
9
Russell Frank Company
Washington
$27.9M +$1.89M +58,319 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$24M -$770K -23,794 -3%
Wells Fargo
11
Wells Fargo
California
$23.8M +$5.56M +171,752 +34%
AllianceBernstein
12
AllianceBernstein
Tennessee
$22.6M -$21.8M -673,554 -51%
MAA
13
Managed Account Advisors
New Jersey
$16.9M +$1.1M +34,078 +8%
CS
14
Credit Suisse
Switzerland
$16.1M +$1.76M +54,412 +13%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$13M – – –
AI
16
Axiom Investors
Connecticut
$9.26M +$451K +13,940 +6%
BIP
17
Brandes Investment Partners
California
$7.99M +$121K +3,745 +2%
NCM
18
Newgate Capital Management
Connecticut
$7.61M -$6.53M -201,542 -48%
WBC
19
Westpac Banking Corp
Australia
$7.18M +$6.63M +204,900 New
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$7.03M +$2.45M +75,561 +60%
Jane Street
21
Jane Street
New York
$6.84M +$5.59M +172,612 +762%
MIM
22
Mittleman Investment Management
New York
$6.81M +$804K +24,838 +15%
DVM
23
Dreman Value Management
Florida
$6.45M +$5.96M +184,134 New
AG
24
Aperio Group
California
$6.42M +$866K +26,743 +17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.14M +$708K +21,876 +14%
1
2 3 4 5

KB Hedge Fund Activity: Q3 2013 in Review

104 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2013, worth a combined $1.2B — up 18% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KB and 10 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 34 added.

The largest buyer was Tradewinds Global Investors, adding an estimated $6.84M. The largest seller was AllianceBernstein, cutting an estimated $21.8M.

  • 104 institutional investors held KB Financial Group (KB) as of Q3 2013, down from 106 in Q2 2013.
  • Funds reported $1.2B of KB Financial Group stock for Q3 2013, up 18% quarter-over-quarter.
  • 10 funds opened new KB Financial Group positions in Q3 2013 and 11 closed out, a net change of -1 holder.
  • The largest KB Financial Group buyer in Q3 2013 was Tradewinds Global Investors, an estimated $6.84M added.
  • The largest KB Financial Group seller in Q3 2013 was AllianceBernstein, an estimated $21.8M sold.

Based on aggregated 13F filings for Q3 2013.