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KB Financial Group

93 hedge funds and large institutions have $1.07B invested in KB Financial Group in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

0% more funds holding

Funds holding: 9393 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.16% less ownership

Funds ownership: 8.07%7.91% (-0.16%)

3% less capital invested

Capital invested by funds: $1.1B → $1.07B (-$30.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $473K

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
34
Reduced
23
Closed
12
Calls
Puts
$473K
Net Calls
-$473K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$334M -$1.64M -47,186 -0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$193M -$687K -19,745 -0.4%
Macquarie Group
3
Macquarie Group
Australia
$93.5M -$6.72M -193,200 -7%
TGI
4
Tradewinds Global Investors
California
$78.1M +$485K +13,930 +0.6%
Lazard Asset Management
5
Lazard Asset Management
New York
$60.7M +$494K +14,191 +0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$41.5M +$678K +19,504 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$27.3M -$8.38K -241 -0%
MIM
8
Mittleman Investment Management
New York
$21.7M +$5.17M +148,671 +31%
RFC
9
Russell Frank Company
Washington
$20.6M -$3.03M -87,075 -14%
MAA
10
Managed Account Advisors
New Jersey
$19.8M +$1.86M +53,569 +10%
Wells Fargo
11
Wells Fargo
California
$16.4M -$5.25M -150,811 -24%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$12.9M
Northern Trust
13
Northern Trust
Illinois
$12.3M +$5.46M +156,849 +80%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$10.1M +$5.6M +160,861 +125%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.59M -$8.8M -252,883 -48%
AG
16
Aperio Group
California
$9.3M -$594K -17,073 -6%
BIP
17
Brandes Investment Partners
California
$8.87M +$881K +25,329 +11%
WBC
18
Westpac Banking Corp
Australia
$8.52M +$8.53M +245,100 New
Deutsche Bank
19
Deutsche Bank
Germany
$6.29M +$2.44M +70,041 +63%
DVM
20
Dreman Value Management
Florida
$6.29M +$380K +10,921 +6%
NCM
21
Newgate Capital Management
Connecticut
$6.15M -$2.26M -65,054 -27%
ERSOT
22
Employees Retirement System of Texas
Texas
$5.76M
PPA
23
Parametric Portfolio Associates
Washington
$5.33M +$83.4K +2,398 +2%
Invesco
24
Invesco
Georgia
$3.46M -$98.7K -2,836 -3%
Fisher Asset Management
25
Fisher Asset Management
Washington
$3.3M +$268K +7,690 +9%

KB Hedge Fund Activity: Q2 2014 in Review

93 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2014, worth a combined $1.07B — down 2.8% from $1.1B a quarter earlier.

Fund positioning in KB was balanced in Q2 2014: 12 funds opened new positions, 12 closed out, 34 added to existing stakes and 23 trimmed.

The largest buyer was Westpac Banking Corp, opening a new position worth an estimated $8.53M. The largest seller was Axiom Investors, exiting entirely with an estimated $8.96M sold.

  • 93 institutional investors held KB Financial Group (KB) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $1.07B of KB Financial Group stock for Q2 2014, down 2.8% quarter-over-quarter.
  • 12 funds opened new KB Financial Group positions in Q2 2014 and 12 closed out, a net change of 0 holders.
  • The largest KB Financial Group buyer in Q2 2014 was Westpac Banking Corp, an estimated $8.53M added.
  • The largest KB Financial Group seller in Q2 2014 was Axiom Investors, an estimated $8.96M sold.

Based on aggregated 13F filings for Q2 2014.