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KB Financial Group
KB

141 hedge funds and large institutions have $963M invested in KB Financial Group in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.81M | Put options by funds: $1.95M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 6.28% → 6.21% (-0.07%)

7% less funds holding

Funds holding: 151 → 141 (-10)

12% less capital invested

Capital invested by funds: $1.1B → $963M (-$137M)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
43
Reduced
52
Closed
28
Calls
$3.81M
Puts
$1.95M
Net Calls
+$1.85M
Net Calls Change
+$2.25M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$9.88M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.96M
4
Morgan Stanley
Morgan Stanley
New York
+$3.61M
5
FIA
FNY Investment Advisers
New York
+$3.07M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$6.91M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.06M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.74M
4
Macquarie Group
Macquarie Group
Australia
-$4.72M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$4.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$4.34M -$2.63M -65,889 -36%
State Street
27
State Street
Massachusetts
$3.81M +$604K +15,114 +17%
UBS Group
28
UBS Group
Switzerland
$3.78M -$2.08M -52,131 -34%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.33M -$5.06M -126,515 -59%
ERSOT
30
Employees Retirement System of Texas
Texas
$3.19M -$424K -10,600 -11%
FIA
31
FNY Investment Advisers
New York
$2.84M +$3.07M +76,758 New
Invesco
32
Invesco
Georgia
$2.71M +$309K +7,739 +12%
BIM
33
Bogle Investment Management
Massachusetts
$2.21M +$2.39M +59,676 New
CGH
34
Crossmark Global Holdings
Texas
$1.88M -$18.4K -460 -0.9%
AAMU
35
Amundi Asset Management US
Massachusetts
$1.68M -$32K -800 -2%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.67M +$57.7K +1,444 +3%
AIA
37
Avalon Investment & Advisory
Texas
$1.62M +$149K +3,728 +9%
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.57M -$746K -18,672 -31%
HJIM
39
Henry James International Management
New York
$1.47M -$560K -14,007 -26%
Pzena Investment Management
40
Pzena Investment Management
New York
$1.46M – – –
Deutsche Bank
41
Deutsche Bank
Germany
$1.39M -$166K -4,159 -10%
Nomura Holdings
42
Nomura Holdings
Japan
$1.24M +$1.27M +31,682 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.23M -$255K -6,374 -16%
Ameriprise
44
Ameriprise
Minnesota
$1.2M -$98.5K -2,465 -7%
DAM
45
Deltec Asset Management
New York
$1.19M +$40K +1,000 +3%
PA
46
Profund Advisors
Maryland
$1.03M +$277K +6,925 +33%
Millennium Management
47
Millennium Management
New York
$1M +$1.08M +27,058 New
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$936K +$41.4K +1,037 +4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$922K -$59.7K -1,494 -6%
Comerica Bank
50
Comerica Bank
Texas
$911K -$69.4K -1,736 -7%
1
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3 4 5

KB Hedge Fund Activity: Q1 2019 in Review

141 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2019, worth a combined $963M — down 12% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KB and 19 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 43 added.

The largest buyer was Northern Trust, adding an estimated $9.88M. The largest seller was Charles Schwab, cutting an estimated $6.91M.

  • 141 institutional investors held KB Financial Group (KB) as of Q1 2019, down from 151 in Q4 2018.
  • Funds reported $963M of KB Financial Group stock for Q1 2019, down 12% quarter-over-quarter.
  • 19 funds opened new KB Financial Group positions in Q1 2019 and 28 closed out, a net change of -9 holders.
  • The largest KB Financial Group buyer in Q1 2019 was Northern Trust, an estimated $9.88M added.
  • The largest KB Financial Group seller in Q1 2019 was Charles Schwab, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2019.