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KB Financial Group
KB

159 hedge funds and large institutions have $1.44B invested in KB Financial Group in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

3% more funds holding

Funds holding: 155 → 159 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 6% → 5.96% (-0.04%)

2% less capital invested

Capital invested by funds: $1.47B → $1.44B (-$24.7M)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
59
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$18.1M
2
Lazard Asset Management
Lazard Asset Management
New York
+$10.8M
3
Morgan Stanley
Morgan Stanley
New York
+$8.34M
4
CS
Credit Suisse
Switzerland
+$8.32M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$5.43M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$33.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$15.8M
3
MIM
Mittleman Investment Management
New York
-$8.18M
4
AP
Antipodes Partners
Australia
-$7.91M
5
Macquarie Group
Macquarie Group
Australia
-$6.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$360M -$33.5M -557,818 -8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$251M -$2.79M -46,521 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$138M +$10.8M +180,741 +8%
Northern Trust
4
Northern Trust
Illinois
$73.3M +$2.88M +47,968 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$58.6M -$276K -4,603 -0.5%
Macquarie Group
6
Macquarie Group
Australia
$43.7M -$6.86M -114,308 -13%
Morgan Stanley
7
Morgan Stanley
New York
$35.8M +$8.34M +139,104 +29%
Wells Fargo
8
Wells Fargo
California
$32.9M +$3.8M +63,335 +13%
AG
9
Aperio Group
California
$31.3M +$2M +33,288 +7%
AP
10
Antipodes Partners
Australia
$30.5M -$7.91M -131,810 -20%
PPA
11
Parametric Portfolio Associates
Washington
$24.7M +$2.21M +36,799 +9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$24.1M -$15.8M -263,851 -39%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$23.6M +$5.43M +90,575 +29%
BlackRock
14
BlackRock
New York
$20.6M +$18.1M +302,080 +559%
Bank of America
15
Bank of America
North Carolina
$20M +$2.57M +42,863 +14%
RG
16
Renaissance Group
Kentucky
$19.9M +$473K +7,885 +2%
Charles Schwab
17
Charles Schwab
California
$19.8M +$2.15M +35,882 +12%
MIM
18
Mittleman Investment Management
New York
$16.2M -$8.18M -136,450 -33%
CS
19
Credit Suisse
Switzerland
$13.3M +$8.32M +138,685 +152%
Fisher Asset Management
20
Fisher Asset Management
Washington
$12.8M -$101K -1,676 -0.8%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$11.5M – – –
OAG
22
Orbis Allan Gray
Bermuda
$11.1M -$1.76M -29,304 -13%
Goldman Sachs
23
Goldman Sachs
New York
$10.2M -$420K -7,009 -4%
DWA
24
Dorsey Wright & Associates
California
$9.74M +$2.78M +46,373 +36%
HIM
25
Hermes Investment Management
United Kingdom
$9.62M -$4.25M -70,901 -30%
1
2 3 4 5

KB Hedge Fund Activity: Q1 2018 in Review

159 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2018, worth a combined $1.44B — down 1.7% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KB positions and 18 closed out — a net gain of 6 holders — while 59 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $18.1M. The largest seller was Franklin Resources, cutting an estimated $33.5M.

  • 159 institutional investors held KB Financial Group (KB) as of Q1 2018, up from 155 in Q4 2017.
  • Funds reported $1.44B of KB Financial Group stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 24 funds opened new KB Financial Group positions in Q1 2018 and 18 closed out, a net change of +6 holders.
  • The largest KB Financial Group buyer in Q1 2018 was BlackRock, an estimated $18.1M added.
  • The largest KB Financial Group seller in Q1 2018 was Franklin Resources, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2018.