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KB Financial Group
KB

112 hedge funds and large institutions have $932M invested in KB Financial Group in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

70% more call options, than puts

Call options by funds: $356K | Put options by funds: $209K

17% more funds holding

Funds holding: 96 → 112 (+16)

9% more capital invested

Capital invested by funds: $851M → $932M (+$80.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.7% less ownership

Funds ownership: 7.74% → 7.04% (-0.7%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
29
Reduced
39
Closed
2
Calls
$356K
Puts
$209K
Net Calls
+$147K
Net Calls Change
+$1.06M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.55M
2
LG
Leuthold Group
Minnesota
+$3.54M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$2.77M
4
Morgan Stanley
Morgan Stanley
New York
+$2.68M
5
UBS Group
UBS Group
Switzerland
+$1.27M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$40.1M
2
Macquarie Group
Macquarie Group
Australia
-$40M
3
Franklin Resources
Franklin Resources
California
-$7.36M
4
BIT
BlackRock Institutional Trust
California
-$3.61M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$334M -$7.36M -224,663 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$167M -$3.47M -105,873 -2%
Lazard Asset Management
3
Lazard Asset Management
New York
$63.9M -$555K -16,964 -0.9%
AGA
4
Altrinsic Global Advisors
Connecticut
$48M -$40.1M -1,225,065 -47%
Vanguard Group
5
Vanguard Group
Pennsylvania
$41.9M +$672K +20,525 +2%
Macquarie Group
6
Macquarie Group
Australia
$36.3M -$40M -1,222,533 -54%
Northern Trust
7
Northern Trust
Illinois
$26.8M +$994K +30,348 +4%
MIM
8
Mittleman Investment Management
New York
$25.2M -$765K -23,360 -3%
OAG
9
Orbis Allan Gray
Bermuda
$14.2M +$915K +27,936 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.1M -$671K -20,489 -5%
AG
11
Aperio Group
California
$12.3M -$633K -19,329 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.42M -$3.12M -95,232 -26%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$7.94M +$4.55M +138,925 +149%
Fisher Asset Management
14
Fisher Asset Management
Washington
$7.25M -$2.39M -73,054 -26%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$7.18M -$1.44M -44,080 -17%
Charles Schwab
16
Charles Schwab
California
$7.01M +$438K +13,377 +7%
Goldman Sachs
17
Goldman Sachs
New York
$6.14M -$1.93M -58,839 -25%
AllianceBernstein
18
AllianceBernstein
Tennessee
$6.06M -$622K -19,001 -10%
EA
19
Emerald Acquisition
Washington
$5.83M +$121K +3,696 +2%
ERSOT
20
Employees Retirement System of Texas
Texas
$5.41M -$243K -7,430 -4%
Deutsche Bank
21
Deutsche Bank
Germany
$5.35M +$498K +15,222 +11%
BIP
22
Brandes Investment Partners
California
$4.88M -$41.7K -1,273 -0.9%
PPA
23
Parametric Portfolio Associates
Washington
$4.4M -$619K -18,891 -13%
Wells Fargo
24
Wells Fargo
California
$4.19M -$1.02M -31,245 -20%
UBS Group
25
UBS Group
Switzerland
$4.01M +$1.27M +38,848 +50%
1
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KB Hedge Fund Activity: Q3 2016 in Review

112 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2016, worth a combined $932M — up 9.5% from $851M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KB positions and 2 closed out — a net gain of 18 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.55M. The largest seller was Altrinsic Global Advisors, cutting an estimated $40.1M.

  • 112 institutional investors held KB Financial Group (KB) as of Q3 2016, up from 96 in Q2 2016.
  • Funds reported $932M of KB Financial Group stock for Q3 2016, up 9.5% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q3 2016 and 2 closed out, a net change of +18 holders.
  • The largest KB Financial Group buyer in Q3 2016 was Arrowstreet Capital, an estimated $4.55M added.
  • The largest KB Financial Group seller in Q3 2016 was Altrinsic Global Advisors, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2016.