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KB Financial Group

155 hedge funds and large institutions have $1.47B invested in KB Financial Group in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

230% more call options, than puts

Call options by funds: $679K | Put options by funds: $206K

24% more funds holding

Funds holding: 125155 (+30)

17% more capital invested

Capital invested by funds: $1.26B → $1.47B (+$210M)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 6.13%6% (-0.14%)

Holders
155
Holders Change
+30
Holders Change %
+24%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
51
Reduced
47
Closed
6
Calls
$679K
Puts
$206K
Net Calls
+$473K
Net Calls Change
+$473K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$396M -$7.16M -134,835 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$256M -$5.04M -94,950 -2%
Lazard Asset Management
3
Lazard Asset Management
New York
$129M +$4.21M +79,315 +4%
Northern Trust
4
Northern Trust
Illinois
$71.2M +$1.88M +35,390 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$59.4M +$1.07M +20,174 +2%
Macquarie Group
6
Macquarie Group
Australia
$50.8M -$764K -14,392 -2%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$39.8M +$907K +17,087 +3%
AP
8
Antipodes Partners
Australia
$38.5M -$669K -12,591 -2%
AG
9
Aperio Group
California
$29.7M +$1.71M +32,173 +7%
Wells Fargo
10
Wells Fargo
California
$29.5M +$6.74M +126,914 +34%
Morgan Stanley
11
Morgan Stanley
New York
$28.1M +$4.55M +85,631 +22%
MIM
12
Mittleman Investment Management
New York
$24.3M -$2.05M -38,575 -8%
PPA
13
Parametric Portfolio Associates
Washington
$22.7M +$1.97M +37,018 +11%
RG
14
Renaissance Group
Kentucky
$19.7M +$12.2K +229 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.5M +$1.29M +24,225 +8%
Charles Schwab
16
Charles Schwab
California
$17.9M +$168K +3,156 +1%
Bank of America
17
Bank of America
North Carolina
$17.7M -$5.39M -101,509 -25%
HIM
18
Hermes Investment Management
United Kingdom
$13.9M +$3.1M +58,398 +33%
Fisher Asset Management
19
Fisher Asset Management
Washington
$13M -$5.52K -104 -0%
OAG
20
Orbis Allan Gray
Bermuda
$12.9M -$6.81M -128,155 -37%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$11.6M
Goldman Sachs
22
Goldman Sachs
New York
$10.7M +$2.08M +39,078 +27%
UBS Group
23
UBS Group
Switzerland
$9.62M +$564K +10,630 +7%
ERSOT
24
Employees Retirement System of Texas
Texas
$7.89M -$388K -7,300 -5%
TWI
25
Thomas White International
Illinois
$7.64M +$665K +12,527 +11%

KB Hedge Fund Activity: Q4 2017 in Review

155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2017, worth a combined $1.47B — up 17% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KB positions and 6 closed out — a net gain of 30 holders — while 51 added to existing stakes and 47 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.74M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $23.4M sold.

  • 155 institutional investors held KB Financial Group (KB) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $1.47B of KB Financial Group stock for Q4 2017, up 17% quarter-over-quarter.
  • 36 funds opened new KB Financial Group positions in Q4 2017 and 6 closed out, a net change of +30 holders.
  • The largest KB Financial Group buyer in Q4 2017 was Wells Fargo, an estimated $6.74M added.
  • The largest KB Financial Group seller in Q4 2017 was Altrinsic Global Advisors, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2017.