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KB Financial Group
KB

100 hedge funds and large institutions have $950M invested in KB Financial Group in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.26% less ownership

Funds ownership: 8.62% → 8.37% (-0.26%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

2% less funds holding

Funds holding: 102 → 100 (-2)

13% less capital invested

Capital invested by funds: $1.09B → $950M (-$145M)

57% less call options, than puts

Call options by funds: $256K | Put options by funds: $596K

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
31
Reduced
34
Closed
14
Calls
$256K
Puts
$596K
Net Calls
-$340K
Net Calls Change
-$122K

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$20.7M
2
Franklin Resources
Franklin Resources
California
+$6.99M
3
Goldman Sachs
Goldman Sachs
New York
+$5.09M
4
Northern Trust
Northern Trust
Illinois
+$5M
5
BIT
BlackRock Institutional Trust
California
+$4.14M

Top Sellers

1
TGI
Tradewinds Global Investors
California
-$27.9M
2
Macquarie Group
Macquarie Group
Australia
-$12.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.06M
4
AG
Aperio Group
California
-$3M
5
Wells Fargo
Wells Fargo
California
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$288M +$6.99M +230,533 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$154M -$2M -65,896 -1%
AGA
3
Altrinsic Global Advisors
Connecticut
$93.3M -$1.93M -63,679 -2%
Lazard Asset Management
4
Lazard Asset Management
New York
$63.2M +$1.04M +34,400 +2%
Macquarie Group
5
Macquarie Group
Australia
$56.2M -$12.6M -415,569 -18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$41.8M +$1.5M +49,368 +4%
Northern Trust
7
Northern Trust
Illinois
$22.5M +$5M +164,935 +28%
MIM
8
Mittleman Investment Management
New York
$22M -$704K -23,224 -3%
OMC
9
Old Mission Capital
Illinois
$20.1M +$20.7M +682,560 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.8M -$2.14M -70,547 -10%
TGI
11
Tradewinds Global Investors
California
$14.6M -$27.9M -919,813 -65%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.3M +$1.07M +35,156 +9%
RFC
13
Russell Frank Company
Washington
$12.1M -$2.28M -75,128 -15%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$9.7M – – –
Fisher Asset Management
15
Fisher Asset Management
Washington
$9.68M +$214K +7,055 +2%
AG
16
Aperio Group
California
$8.86M -$3M -99,003 -25%
Goldman Sachs
17
Goldman Sachs
New York
$8.22M +$5.09M +168,068 +150%
AllianceBernstein
18
AllianceBernstein
Tennessee
$7.7M +$3.48M +114,698 +78%
Wells Fargo
19
Wells Fargo
California
$5.97M -$2.84M -93,625 -32%
OH
20
Orbis Holdings
Bermuda
$5.5M -$1.16M -38,438 -17%
BIT
21
BlackRock Institutional Trust
California
$4.91M +$4.14M +136,650 +448%
ERSOT
22
Employees Retirement System of Texas
Texas
$4.87M – – –
BIP
23
Brandes Investment Partners
California
$4.69M -$478K -15,779 -9%
AII
24
AGF Investments Inc
Ontario, Canada
$4.44M – – –
Deutsche Bank
25
Deutsche Bank
Germany
$4.39M +$263K +8,689 +6%
1
2 3 4 5

KB Hedge Fund Activity: Q3 2015 in Review

100 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2015, worth a combined $950M — down 13% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KB and 13 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 31 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $20.7M. The largest seller was Tradewinds Global Investors, cutting an estimated $27.9M.

  • 100 institutional investors held KB Financial Group (KB) as of Q3 2015, down from 102 in Q2 2015.
  • Funds reported $950M of KB Financial Group stock for Q3 2015, down 13% quarter-over-quarter.
  • 13 funds opened new KB Financial Group positions in Q3 2015 and 14 closed out, a net change of -1 holder.
  • The largest KB Financial Group buyer in Q3 2015 was Old Mission Capital, an estimated $20.7M added.
  • The largest KB Financial Group seller in Q3 2015 was Tradewinds Global Investors, an estimated $27.9M sold.

Based on aggregated 13F filings for Q3 2015.