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KB Financial Group

140 hedge funds and large institutions have $1.26B invested in KB Financial Group in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.18B → $1.26B (+$86.6M)

0.21% more ownership

Funds ownership: 6.05%6.26% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 156140 (-16)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

Holders
140
Holders Change
-16
Holders Change %
-10.26%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
42
Reduced
53
Closed
31
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$353M +$46.1M +987,646 +16%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$212M +$1.55M +33,176 +0.8%
Lazard Asset Management
3
Lazard Asset Management
New York
$117M +$1.1M +23,525 +1%
Northern Trust
4
Northern Trust
Illinois
$65.4M +$2.05M +44,004 +3%
TSAM
5
Trinity Street Asset Management
United Kingdom
$60.2M +$26.2M +562,153 +82%
Vanguard Group
6
Vanguard Group
Pennsylvania
$44.7M -$1.87M -40,043 -4%
Macquarie Group
7
Macquarie Group
Australia
$33.5M -$737K -15,800 -2%
BlackRock
8
BlackRock
New York
$31.8M -$1.74M -37,303 -5%
Morgan Stanley
9
Morgan Stanley
New York
$27.8M -$4.38M -93,931 -14%
AG
10
Aperio Group
California
$26.1M +$1.78M +38,090 +8%
PPA
11
Parametric Portfolio Associates
Washington
$24.4M +$3.63M +77,853 +18%
Charles Schwab
12
Charles Schwab
California
$18.6M +$295K +6,325 +2%
Wells Fargo
13
Wells Fargo
California
$16.4M +$129K +2,772 +0.8%
AP
14
Antipodes Partners
Australia
$16.3M -$3.68M -78,916 -19%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.8M -$6.25M -133,980 -29%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$14.2M
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$13.4M +$11.3M +243,275 +716%
Bank of America
18
Bank of America
North Carolina
$13.3M -$4.87M -104,529 -27%
MIM
19
Mittleman Investment Management
New York
$12.8M +$787K +16,870 +7%
CS
20
Credit Suisse
Switzerland
$9.69M -$2.1M -45,005 -18%
Federated Hermes
21
Federated Hermes
Pennsylvania
$9.51M +$9.18M +196,887 New
OAG
22
Orbis Allan Gray
Bermuda
$9.08M -$128K -2,740 -1%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$8.38M +$240K +5,140 +3%
Goldman Sachs
24
Goldman Sachs
New York
$7.99M -$490K -10,506 -6%
TWI
25
Thomas White International
Illinois
$7.97M +$20.2K +434 +0.3%

KB Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2018, worth a combined $1.26B — up 7.4% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of KB and 16 opened new positions — a net loss of 15 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was Franklin Resources, adding an estimated $46.1M. The largest seller was Dorsey Wright & Associates, exiting entirely with an estimated $8.91M sold.

  • 140 institutional investors held KB Financial Group (KB) as of Q3 2018, down from 156 in Q2 2018.
  • Funds reported $1.26B of KB Financial Group stock for Q3 2018, up 7.4% quarter-over-quarter.
  • 16 funds opened new KB Financial Group positions in Q3 2018 and 31 closed out, a net change of -15 holders.
  • The largest KB Financial Group buyer in Q3 2018 was Franklin Resources, an estimated $46.1M added.
  • The largest KB Financial Group seller in Q3 2018 was Dorsey Wright & Associates, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2018.