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KB Financial Group

98 hedge funds and large institutions have $1.18B invested in KB Financial Group in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$122M)

3% more funds holding

Funds holding: 9598 (+3)

0.3% more ownership

Funds ownership: 8.38%8.68% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
34
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$346M +$14.4M +421,438 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$188M -$1.48M -43,253 -0.8%
AGA
3
Altrinsic Global Advisors
Connecticut
$116M +$24.4M +715,192 +28%
Macquarie Group
4
Macquarie Group
Australia
$87.9M -$1.67M -48,940 -2%
Lazard Asset Management
5
Lazard Asset Management
New York
$71.5M +$2.87M +84,114 +4%
TGI
6
Tradewinds Global Investors
California
$51.7M -$3.55M -103,966 -7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$46.3M +$778K +22,780 +2%
MIM
8
Mittleman Investment Management
New York
$27.4M +$208K +6,095 +0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$25.9M +$694K +20,319 +3%
Northern Trust
10
Northern Trust
Illinois
$21.1M +$7.18M +210,338 +54%
MAA
11
Managed Account Advisors
New Jersey
$19.9M +$3.05M +89,266 +19%
RFC
12
Russell Frank Company
Washington
$15.5M -$981K -28,727 -6%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$13.1M
AG
14
Aperio Group
California
$13M +$1.07M +31,324 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.6M +$551K +16,136 +5%
Wells Fargo
16
Wells Fargo
California
$10.7M -$1.75M -51,290 -14%
Fisher Asset Management
17
Fisher Asset Management
Washington
$8.26M +$4.98M +145,979 +164%
OH
18
Orbis Holdings
Bermuda
$7.46M +$1.33M +39,000 +22%
BIP
19
Brandes Investment Partners
California
$6.43M -$447K -13,103 -7%
WBC
20
Westpac Banking Corp
Australia
$5.86M
ERSOT
21
Employees Retirement System of Texas
Texas
$5.82M
Deutsche Bank
22
Deutsche Bank
Germany
$5.38M -$1.88M -55,100 -26%
AllianceBernstein
23
AllianceBernstein
Tennessee
$4.96M -$306K -8,960 -6%
PPA
24
Parametric Portfolio Associates
Washington
$4.45M -$730K -21,388 -14%
DVM
25
Dreman Value Management
Florida
$4.45M -$10K -293 -0.2%

KB Hedge Fund Activity: Q1 2015 in Review

98 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2015, worth a combined $1.18B — up 12% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KB positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Altrinsic Global Advisors, adding an estimated $24.4M. The largest seller was HSBC Holdings, cutting an estimated $7.58M.

  • 98 institutional investors held KB Financial Group (KB) as of Q1 2015, up from 95 in Q4 2014.
  • Funds reported $1.18B of KB Financial Group stock for Q1 2015, up 12% quarter-over-quarter.
  • 12 funds opened new KB Financial Group positions in Q1 2015 and 8 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q1 2015 was Altrinsic Global Advisors, an estimated $24.4M added.
  • The largest KB Financial Group seller in Q1 2015 was HSBC Holdings, an estimated $7.58M sold.

Based on aggregated 13F filings for Q1 2015.