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KB Financial Group

151 hedge funds and large institutions have $1.1B invested in KB Financial Group in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

8% more funds holding

Funds holding: 140151 (+11)

0.02% more ownership

Funds ownership: 6.26%6.28% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less capital invested

Capital invested by funds: $1.26B → $1.1B (-$164M)

42% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 57

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $399K

Holders
151
Holders Change
+11
Holders Change %
+7.86%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
33
Reduced
57
Closed
22
Calls
Puts
$399K
Net Calls
-$399K
Net Calls Change
-$413K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$317M +$10.7M +244,888 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$183M -$815K -18,635 -0.4%
Lazard Asset Management
3
Lazard Asset Management
New York
$94.1M -$7.97M -182,168 -8%
Northern Trust
4
Northern Trust
Illinois
$55.6M -$1.28M -29,237 -2%
TSAM
5
Trinity Street Asset Management
United Kingdom
$53M +$649K +14,843 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$40.6M +$1.82M +41,640 +4%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$36.4M +$25.8M +589,135 +212%
Macquarie Group
8
Macquarie Group
Australia
$28.1M -$1.1M -25,100 -4%
Charles Schwab
9
Charles Schwab
California
$24.5M +$8.67M +198,358 +51%
Morgan Stanley
10
Morgan Stanley
New York
$22.3M -$1.96M -44,738 -8%
PPA
11
Parametric Portfolio Associates
Washington
$21.8M +$620K +14,169 +3%
AG
12
Aperio Group
California
$20.7M -$2.11M -48,161 -9%
BlackRock
13
BlackRock
New York
$14.4M -$13.9M -317,056 -48%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$12.4M
Bank of America
15
Bank of America
North Carolina
$11.2M -$393K -8,991 -3%
MIM
16
Mittleman Investment Management
New York
$9.93M -$1.25M -28,547 -11%
AP
17
Antipodes Partners
Australia
$9.85M -$4.52M -103,263 -31%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.08M -$4.86M -111,078 -34%
OAG
19
Orbis Allan Gray
Bermuda
$7.89M
Wells Fargo
20
Wells Fargo
California
$7.76M -$6.77M -154,820 -46%
CS
21
Credit Suisse
Switzerland
$7.68M -$768K -17,558 -9%
Federated Hermes
22
Federated Hermes
Pennsylvania
$7.56M -$733K -16,768 -9%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$7.27M +$875K +20,000 +13%
Goldman Sachs
24
Goldman Sachs
New York
$6.69M -$266K -6,090 -4%
UBS Group
25
UBS Group
Switzerland
$6.47M -$58.2K -1,331 -0.9%

KB Hedge Fund Activity: Q4 2018 in Review

151 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2018, worth a combined $1.1B — down 13% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KB positions and 22 closed out — a net gain of 12 holders — while 33 added to existing stakes and 57 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $25.8M. The largest seller was BlackRock, cutting an estimated $13.9M.

  • 151 institutional investors held KB Financial Group (KB) as of Q4 2018, up from 140 in Q3 2018.
  • Funds reported $1.1B of KB Financial Group stock for Q4 2018, down 13% quarter-over-quarter.
  • 34 funds opened new KB Financial Group positions in Q4 2018 and 22 closed out, a net change of +12 holders.
  • The largest KB Financial Group buyer in Q4 2018 was Arrowstreet Capital, an estimated $25.8M added.
  • The largest KB Financial Group seller in Q4 2018 was BlackRock, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2018.