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KB Financial Group
KB

142 hedge funds and large institutions have $1.08B invested in KB Financial Group in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

12% more capital invested

Capital invested by funds: $963M → $1.08B (+$120M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 141 → 142 (+1)

0.34% more ownership

Funds ownership: 6.21% → 6.56% (+0.34%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
52
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$40.9M
2
CS
Credit Suisse
Switzerland
+$18.5M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$7.65M
4
PPA
Parametric Portfolio Associates
Washington
+$6.83M
5
SEI Investments
SEI Investments
Pennsylvania
+$6.25M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$15.3M
2
MIM
Mittleman Investment Management
New York
-$7.97M
3
BlackRock
BlackRock
New York
-$7.66M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.03M
5
FIA
FNY Investment Advisers
New York
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.87M -$152K -3,898 -4%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.87M -$1.03M -26,294 -21%
AGA
28
Altrinsic Global Advisors
Connecticut
$3.25M +$3.21M +82,267 New
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.09M -$447K -11,475 -13%
Invesco
30
Invesco
Georgia
$3.06M +$176K +4,518 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.89M +$2.61M +67,000 +1,081%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.5M +$1.75M +44,819 +242%
BlackRock
33
BlackRock
New York
$2.19M -$7.66M -196,502 -78%
CGH
34
Crossmark Global Holdings
Texas
$1.95M -$48.2K -1,235 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.86M +$72.8K +1,866 +4%
AAMU
36
Amundi Asset Management US
Massachusetts
$1.71M -$82.7K -2,120 -5%
AIA
37
Avalon Investment & Advisory
Texas
$1.63M -$92.2K -2,365 -5%
Pzena Investment Management
38
Pzena Investment Management
New York
$1.56M – – –
HJIM
39
Henry James International Management
New York
$1.54M -$23.9K -613 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.48M +$171K +4,396 +13%
Ameriprise
41
Ameriprise
Minnesota
$1.37M +$98.6K +2,528 +8%
DAM
42
Deltec Asset Management
New York
$1.26M – – –
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$1.2M +$198K +5,084 +20%
ACM
44
Alethea Capital Management
Washington
$1.09M +$1.08M +27,727 New
Legal & General Group
45
Legal & General Group
United Kingdom
$1.05M +$1.04M +26,571 New
GHAM
46
Gilman Hill Asset Management
Connecticut
$989K +$36.3K +930 +4%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$973K -$9.4K -241 -1%
Axa
48
Axa
France
$964K – – –
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$925K +$914K +23,428 New
JC
50
JBF Capital
Colorado
$916K +$452K +11,600 +100%
1
2
3 4 5

KB Hedge Fund Activity: Q2 2019 in Review

142 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2019, worth a combined $1.08B — up 12% from $963M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KB positions and 24 closed out — a net gain of 2 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Franklin Resources, adding an estimated $40.9M. The largest seller was Charles Schwab, exiting entirely with an estimated $15.3M sold.

  • 142 institutional investors held KB Financial Group (KB) as of Q2 2019, up from 141 in Q1 2019.
  • Funds reported $1.08B of KB Financial Group stock for Q2 2019, up 12% quarter-over-quarter.
  • 26 funds opened new KB Financial Group positions in Q2 2019 and 24 closed out, a net change of +2 holders.
  • The largest KB Financial Group buyer in Q2 2019 was Franklin Resources, an estimated $40.9M added.
  • The largest KB Financial Group seller in Q2 2019 was Charles Schwab, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2019.