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KB Financial Group
KB

102 hedge funds and large institutions have $830M invested in KB Financial Group in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 100 → 102 (+2)

0.66% less ownership

Funds ownership: 8.37% → 7.71% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

13% less capital invested

Capital invested by funds: $950M → $830M (-$120M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $209K

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
28
Reduced
30
Closed
16
Calls
–
Puts
$209K
Net Calls
-$209K
Net Calls Change
+$131K

Top Buyers

1
OH
Orbis Holdings
Bermuda
+$2.87M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.52M
3
Franklin Resources
Franklin Resources
California
+$1.58M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.32M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.3M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$20.1M
2
TGI
Tradewinds Global Investors
California
-$14.6M
3
AGA
Altrinsic Global Advisors
Connecticut
-$11.7M
4
Macquarie Group
Macquarie Group
Australia
-$11.4M
5
Lazard Asset Management
Lazard Asset Management
New York
-$6.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$275M +$1.58M +52,354 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$144M -$2.4M -79,488 -2%
AGA
3
Altrinsic Global Advisors
Connecticut
$77.7M -$11.7M -387,679 -12%
Lazard Asset Management
4
Lazard Asset Management
New York
$54.1M -$6.34M -209,545 -10%
Macquarie Group
5
Macquarie Group
Australia
$42.8M -$11.4M -376,551 -20%
Vanguard Group
6
Vanguard Group
Pennsylvania
$39.6M +$17.5K +578 +0%
MIM
7
Mittleman Investment Management
New York
$20.2M -$731K -24,177 -3%
Northern Trust
8
Northern Trust
Illinois
$19.5M -$2M -66,224 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.1M -$5.21M -172,186 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.1M +$513K +16,952 +4%
Fisher Asset Management
11
Fisher Asset Management
Washington
$9.26M +$79.5K +2,630 +0.8%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$9.2M – – –
AG
13
Aperio Group
California
$8.67M +$286K +9,459 +3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$8.07M +$833K +27,548 +11%
OH
15
Orbis Holdings
Bermuda
$7.86M +$2.87M +94,955 +51%
RFC
16
Russell Frank Company
Washington
$6.79M -$5.14M -170,148 -41%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.42M +$2.52M +83,400 +75%
Wells Fargo
18
Wells Fargo
California
$5.33M -$365K -12,076 -6%
BIT
19
BlackRock Institutional Trust
California
$5.14M +$519K +17,153 +10%
ERSOT
20
Employees Retirement System of Texas
Texas
$4.62M – – –
Deutsche Bank
21
Deutsche Bank
Germany
$4.6M +$471K +15,568 +10%
Charles Schwab
22
Charles Schwab
California
$4.35M +$268K +8,866 +6%
AII
23
AGF Investments Inc
Ontario, Canada
$4.18M – – –
PPA
24
Parametric Portfolio Associates
Washington
$4.12M +$981K +32,440 +28%
BIP
25
Brandes Investment Partners
California
$4.02M -$459K -15,188 -10%
1
2 3 4 5

KB Hedge Fund Activity: Q4 2015 in Review

102 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2015, worth a combined $830M — down 13% from $950M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KB positions and 16 closed out — a net gain of 4 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Orbis Holdings, adding an estimated $2.87M. The largest seller was Old Mission Capital, exiting entirely with an estimated $20.1M sold.

  • 102 institutional investors held KB Financial Group (KB) as of Q4 2015, up from 100 in Q3 2015.
  • Funds reported $830M of KB Financial Group stock for Q4 2015, down 13% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q4 2015 and 16 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q4 2015 was Orbis Holdings, an estimated $2.87M added.
  • The largest KB Financial Group seller in Q4 2015 was Old Mission Capital, an estimated $20.1M sold.

Based on aggregated 13F filings for Q4 2015.