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KB Financial Group

94 hedge funds and large institutions have $1.13B invested in KB Financial Group in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$65.6M)

1% more funds holding

Funds holding: 9394 (+1)

0.17% more ownership

Funds ownership: 7.91%8.09% (+0.17%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
11
Increased
25
Reduced
36
Closed
9
Calls
$1.52M
Puts
Net Calls
+$1.52M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$347M -$655K -17,208 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$200M -$1.3M -34,227 -0.6%
Macquarie Group
3
Macquarie Group
Australia
$92.9M -$4.68M -123,045 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$71.8M +$8.89M +233,386 +13%
TGI
5
Tradewinds Global Investors
California
$63.5M -$18.9M -495,104 -22%
Vanguard Group
6
Vanguard Group
Pennsylvania
$45.4M +$2.26M +59,405 +5%
AGA
7
Altrinsic Global Advisors
Connecticut
$36.3M +$37.4M +982,948 +4,993%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$26.6M -$1.96M -51,562 -7%
MIM
9
Mittleman Investment Management
New York
$25.6M +$3.19M +83,657 +13%
MAA
10
Managed Account Advisors
New Jersey
$23.1M +$2.63M +69,154 +12%
RFC
11
Russell Frank Company
Washington
$17.2M -$1.93M -50,652 -10%
Wells Fargo
12
Wells Fargo
California
$15.7M -$1.48M -38,986 -8%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$13.5M
Northern Trust
14
Northern Trust
Illinois
$11.5M -$1.34M -35,208 -10%
AG
15
Aperio Group
California
$11.2M +$1.63M +42,694 +16%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$10.9M +$398K +10,460 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.4M +$411K +10,791 +4%
BIP
18
Brandes Investment Partners
California
$9.54M +$309K +8,117 +3%
DVM
19
Dreman Value Management
Florida
$6.5M -$52.1K -1,368 -0.8%
Deutsche Bank
20
Deutsche Bank
Germany
$6.49M -$73.4K -1,929 -1%
WBC
21
Westpac Banking Corp
Australia
$6.04M -$2.98M -78,270 -32%
ERSOT
22
Employees Retirement System of Texas
Texas
$6M
MAM
23
Mercator Asset Management
Florida
$5.86M +$4.55M +119,500 +283%
PPA
24
Parametric Portfolio Associates
Washington
$5.44M -$127K -3,344 -2%
PIA
25
Philadelphia International Advisors
Pennsylvania
$4.91M +$5.16M +135,425 New

KB Hedge Fund Activity: Q3 2014 in Review

94 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2014, worth a combined $1.13B — up 6.2% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KB positions and 9 closed out — a net gain of 2 holders — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $37.4M. The largest seller was Tradewinds Global Investors, cutting an estimated $18.9M.

  • 94 institutional investors held KB Financial Group (KB) as of Q3 2014, up from 93 in Q2 2014.
  • Funds reported $1.13B of KB Financial Group stock for Q3 2014, up 6.2% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q3 2014 and 9 closed out, a net change of +2 holders.
  • The largest KB Financial Group buyer in Q3 2014 was Altrinsic Global Advisors, an estimated $37.4M added.
  • The largest KB Financial Group seller in Q3 2014 was Tradewinds Global Investors, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2014.