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KB Financial Group
KB

97 hedge funds and large institutions have $809M invested in KB Financial Group in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 7.71% → 7.58% (-0.13%)

3% less capital invested

Capital invested by funds: $830M → $809M (-$21.4M)

5% less funds holding

Funds holding: 102 → 97 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
34
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$3.73M
2
OMC
Old Mission Capital
Illinois
+$3.47M
3
UBS Group
UBS Group
Switzerland
+$2.35M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.38M
5
GH
GAM Holding
Switzerland
+$1.35M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$5.05M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.08M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.87M
4
AII
AGF Investments Inc
Ontario, Canada
-$2.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$276M +$3.73M +146,117 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$140M -$2.43M -95,310 -2%
AGA
3
Altrinsic Global Advisors
Connecticut
$76.2M -$683K -26,758 -1%
Lazard Asset Management
4
Lazard Asset Management
New York
$52.3M -$1.19M -46,685 -2%
Macquarie Group
5
Macquarie Group
Australia
$36.9M -$5.05M -197,749 -13%
Vanguard Group
6
Vanguard Group
Pennsylvania
$36.1M -$2.87M -112,411 -8%
Northern Trust
7
Northern Trust
Illinois
$20M +$440K +17,215 +2%
MIM
8
Mittleman Investment Management
New York
$19.5M -$425K -16,645 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.4M +$328K +12,837 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.9M -$950K -37,214 -8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$9.72M -$65.2K -2,552 -0.8%
AG
12
Aperio Group
California
$8.62M +$32.7K +1,280 +0.4%
OAG
13
Orbis Allan Gray
Bermuda
$7.78M +$7.21M +282,140 New
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$7.01M -$1.94M -75,915 -23%
AllianceBernstein
15
AllianceBernstein
Tennessee
$6.75M -$1.14M -44,785 -15%
RFC
16
Russell Frank Company
Washington
$6.42M -$269K -10,531 -4%
Wells Fargo
17
Wells Fargo
California
$5.09M -$174K -6,801 -4%
Charles Schwab
18
Charles Schwab
California
$4.73M +$386K +15,106 +10%
ERSOT
19
Employees Retirement System of Texas
Texas
$4.57M – – –
UBS Group
20
UBS Group
Switzerland
$4.3M +$2.35M +92,098 +145%
PPA
21
Parametric Portfolio Associates
Washington
$4.3M +$202K +7,900 +5%
BIP
22
Brandes Investment Partners
California
$4.05M +$64.7K +2,534 +2%
OMC
23
Old Mission Capital
Illinois
$3.75M +$3.47M +135,962 New
Deutsche Bank
24
Deutsche Bank
Germany
$3.7M -$790K -30,921 -19%
State Street
25
State Street
Massachusetts
$3.35M +$118K +4,605 +4%
1
2 3 4 5

KB Hedge Fund Activity: Q1 2016 in Review

97 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2016, worth a combined $809M — down 2.6% from $830M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KB and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Franklin Resources, adding an estimated $3.73M. The largest seller was Macquarie Group, cutting an estimated $5.05M.

  • 97 institutional investors held KB Financial Group (KB) as of Q1 2016, down from 102 in Q4 2015.
  • Funds reported $809M of KB Financial Group stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q1 2016 and 15 closed out, a net change of -4 holders.
  • The largest KB Financial Group buyer in Q1 2016 was Franklin Resources, an estimated $3.73M added.
  • The largest KB Financial Group seller in Q1 2016 was Macquarie Group, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2016.