We are live on ! Find out more
KB icon

KB Financial Group

102 hedge funds and large institutions have $1.09B invested in KB Financial Group in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

4% more funds holding

Funds holding: 98102 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 8.68%8.62% (-0.06%)

7% less capital invested

Capital invested by funds: $1.18B → $1.09B (-$84M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
32
Reduced
28
Closed
10
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$315M -$10.1M -281,406 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$174M -$1.72M -47,753 -0.9%
AGA
3
Altrinsic Global Advisors
Connecticut
$106M -$2.6M -72,069 -2%
Macquarie Group
4
Macquarie Group
Australia
$76.5M -$6.3M -174,609 -7%
Lazard Asset Management
5
Lazard Asset Management
New York
$69.6M +$2.97M +82,328 +4%
TGI
6
Tradewinds Global Investors
California
$46.5M -$1.53M -42,347 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$45.1M +$1.95M +54,192 +4%
MIM
8
Mittleman Investment Management
New York
$25.4M -$325K -9,013 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$23.4M -$932K -25,834 -4%
Northern Trust
10
Northern Trust
Illinois
$19.7M +$18.8K +521 +0.1%
MAA
11
Managed Account Advisors
New Jersey
$16.2M -$2.68M -74,182 -13%
RFC
12
Russell Frank Company
Washington
$16.1M +$1.76M +48,689 +11%
AG
13
Aperio Group
California
$13.2M +$1.11M +30,658 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.6M +$1.9M +52,618 +16%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$10.8M -$1.52M -42,103 -11%
Fisher Asset Management
16
Fisher Asset Management
Washington
$10.6M +$3.15M +87,393 +37%
Wells Fargo
17
Wells Fargo
California
$9.76M -$261K -7,233 -2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$9.13M +$10M +277,723 New
OH
19
Orbis Holdings
Bermuda
$7.42M +$477K +13,222 +6%
BIP
20
Brandes Investment Partners
California
$5.76M -$280K -7,754 -4%
ERSOT
21
Employees Retirement System of Texas
Texas
$5.45M
AII
22
AGF Investments Inc
Ontario, Canada
$4.92M +$3.07M +85,000 +131%
AllianceBernstein
23
AllianceBernstein
Tennessee
$4.84M +$216K +6,001 +4%
Deutsche Bank
24
Deutsche Bank
Germany
$4.63M -$440K -12,190 -8%
PPA
25
Parametric Portfolio Associates
Washington
$4.39M +$254K +7,052 +6%

KB Hedge Fund Activity: Q2 2015 in Review

102 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2015, worth a combined $1.09B — down 7.1% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KB positions and 10 closed out — a net gain of 6 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $10M. The largest seller was Franklin Resources, cutting an estimated $10.1M.

  • 102 institutional investors held KB Financial Group (KB) as of Q2 2015, up from 98 in Q1 2015.
  • Funds reported $1.09B of KB Financial Group stock for Q2 2015, down 7.1% quarter-over-quarter.
  • 16 funds opened new KB Financial Group positions in Q2 2015 and 10 closed out, a net change of +6 holders.
  • The largest KB Financial Group buyer in Q2 2015 was Arrowstreet Capital, an estimated $10M added.
  • The largest KB Financial Group seller in Q2 2015 was Franklin Resources, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2015.