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KB Financial Group

118 hedge funds and large institutions have $1.19B invested in KB Financial Group in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $967M → $1.19B (+$223M)

0% more funds holding

Funds holding: 118118 (0)

0.05% less ownership

Funds ownership: 6.55%6.51% (-0.05%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $998K

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
47
Reduced
31
Closed
17
Calls
Puts
$998K
Net Calls
-$998K
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$403M -$22.7M -552,170 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$204M -$1.99M -48,432 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$82.5M +$1.4M +34,021 +2%
Northern Trust
4
Northern Trust
Illinois
$49.5M +$13.4M +326,245 +41%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.1M -$4.76M -115,674 -9%
Macquarie Group
6
Macquarie Group
Australia
$40.2M -$2.59M -62,969 -6%
AP
7
Antipodes Partners
Australia
$25.4M
AGA
8
Altrinsic Global Advisors
Connecticut
$23.7M -$32.2M -781,072 -59%
MIM
9
Mittleman Investment Management
New York
$23.1M -$6.62M -160,737 -23%
AG
10
Aperio Group
California
$17.9M +$2.22M +53,868 +15%
OAG
11
Orbis Allan Gray
Bermuda
$17.7M -$2.04M -49,488 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.1M +$403K +9,783 +3%
PPA
13
Parametric Portfolio Associates
Washington
$14.7M +$4.02M +97,600 +41%
Wells Fargo
14
Wells Fargo
California
$14.5M +$8.4M +203,991 +161%
RG
15
Renaissance Group
Kentucky
$12.9M +$12.1M +293,841 New
Deutsche Bank
16
Deutsche Bank
Germany
$10.6M -$524K -12,723 -5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$10.5M +$9.83M +238,764 New
Charles Schwab
18
Charles Schwab
California
$10.4M +$1M +24,395 +11%
Morgan Stanley
19
Morgan Stanley
New York
$10.3M +$1.25M +30,240 +15%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.15M +$6.81M +165,480 +388%
Fisher Asset Management
21
Fisher Asset Management
Washington
$8.98M -$307K -7,458 -4%
Bank of America
22
Bank of America
North Carolina
$8.94M +$4.54M +110,337 +119%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$8.69M +$41 +1 +0%
AllianceBernstein
24
AllianceBernstein
Tennessee
$8.37M +$2.13M +51,650 +37%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.16M -$1.28M -31,193 -16%

KB Hedge Fund Activity: Q1 2017 in Review

118 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2017, worth a combined $1.19B — up 23% from $967M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KB positions and 17 closed out — a net gain of 4 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Northern Trust, adding an estimated $13.4M. The largest seller was Altrinsic Global Advisors, cutting an estimated $32.2M.

  • 118 institutional investors held KB Financial Group (KB) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $1.19B of KB Financial Group stock for Q1 2017, up 23% quarter-over-quarter.
  • 21 funds opened new KB Financial Group positions in Q1 2017 and 17 closed out, a net change of +4 holders.
  • The largest KB Financial Group buyer in Q1 2017 was Northern Trust, an estimated $13.4M added.
  • The largest KB Financial Group seller in Q1 2017 was Altrinsic Global Advisors, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2017.