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KB Financial Group

96 hedge funds and large institutions have $851M invested in KB Financial Group in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $809M → $851M (+$42.3M)

0.16% more ownership

Funds ownership: 7.58%7.74% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

1% less funds holding

Funds holding: 9796 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $914K

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
30
Reduced
33
Closed
11
Calls
Puts
$914K
Net Calls
-$914K
Net Calls Change
-$914K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$284M -$585K -20,157 -0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$142M -$2.58M -89,060 -2%
AGA
3
Altrinsic Global Advisors
Connecticut
$74.8M -$3.86M -132,885 -5%
Macquarie Group
4
Macquarie Group
Australia
$65M +$27.4M +944,827 +71%
Lazard Asset Management
5
Lazard Asset Management
New York
$53.7M -$264K -9,107 -0.5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$34.3M -$3.08M -106,275 -8%
MIM
7
Mittleman Investment Management
New York
$21.6M +$1.49M +51,520 +7%
Northern Trust
8
Northern Trust
Illinois
$21.4M +$1.08M +37,293 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.3M -$413K -14,234 -3%
OAG
10
Orbis Allan Gray
Bermuda
$11.1M +$3.08M +106,226 +38%
AG
11
Aperio Group
California
$10.8M +$1.95M +67,245 +22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.5M -$1.77M -61,134 -14%
Fisher Asset Management
13
Fisher Asset Management
Washington
$8.01M -$1.29M -44,452 -13%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$7.23M
Goldman Sachs
15
Goldman Sachs
New York
$6.79M +$4.59M +158,261 +197%
AllianceBernstein
16
AllianceBernstein
Tennessee
$5.58M -$1.41M -48,526 -20%
Charles Schwab
17
Charles Schwab
California
$5.45M +$589K +20,293 +12%
EA
18
Emerald Acquisition
Washington
$4.74M +$4.84M +166,634 New
ERSOT
19
Employees Retirement System of Texas
Texas
$4.71M
Wells Fargo
20
Wells Fargo
California
$4.37M -$890K -30,661 -17%
PPA
21
Parametric Portfolio Associates
Washington
$4.2M -$236K -8,134 -5%
State Street
22
State Street
Massachusetts
$4.12M +$673K +23,201 +19%
BIP
23
Brandes Investment Partners
California
$4.1M -$82.9K -2,858 -2%
Deutsche Bank
24
Deutsche Bank
Germany
$4.01M +$199K +6,864 +5%
BIT
25
BlackRock Institutional Trust
California
$3.8M +$748K +25,794 +24%

KB Hedge Fund Activity: Q2 2016 in Review

96 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2016, worth a combined $851M — up 5.2% from $809M a quarter earlier.

Fund positioning in KB was balanced in Q2 2016: 11 funds opened new positions, 11 closed out, 30 added to existing stakes and 33 trimmed.

The largest buyer was Macquarie Group, adding an estimated $27.4M. The largest seller was Altrinsic Global Advisors, cutting an estimated $3.86M.

  • 96 institutional investors held KB Financial Group (KB) as of Q2 2016, down from 97 in Q1 2016.
  • Funds reported $851M of KB Financial Group stock for Q2 2016, up 5.2% quarter-over-quarter.
  • 11 funds opened new KB Financial Group positions in Q2 2016 and 11 closed out, a net change of 0 holders.
  • The largest KB Financial Group buyer in Q2 2016 was Macquarie Group, an estimated $27.4M added.
  • The largest KB Financial Group seller in Q2 2016 was Altrinsic Global Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2016.