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KB Financial Group
KB

131 hedge funds and large institutions have $959M invested in KB Financial Group in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 6.56% → 6.42% (-0.13%)

8% less funds holding

Funds holding: 142 → 131 (-11)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

11% less capital invested

Capital invested by funds: $1.08B → $959M (-$123M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
131
Holders Change
-11
Holders Change %
-7.75%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
45
Closed
26
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.25M
2
AG
Aperio Group
California
+$2.61M
3
Lazard Asset Management
Lazard Asset Management
New York
+$1.88M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.86M
5
BlackRock
BlackRock
New York
+$1.64M

Top Sellers

1
AP
Antipodes Partners
Australia
-$7.97M
2
Franklin Resources
Franklin Resources
California
-$4.58M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.24M
5
Macquarie Group
Macquarie Group
Australia
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.16M +$890K +25,254 +40%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.98M +$180K +5,118 +7%
AGA
28
Altrinsic Global Advisors
Connecticut
$2.94M – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$2.77M +$1.86M +52,862 +215%
Invesco
30
Invesco
Georgia
$2.6M -$170K -4,835 -6%
Millennium Management
31
Millennium Management
New York
$2.01M -$1.99M -56,563 -50%
CGH
32
Crossmark Global Holdings
Texas
$1.54M -$218K -6,180 -13%
AAMU
33
Amundi Asset Management US
Massachusetts
$1.54M – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$1.52M -$160K -4,552 -10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.42M +$84.7K +2,405 +6%
AIA
36
Avalon Investment & Advisory
Texas
$1.42M -$53.6K -1,522 -4%
Pzena Investment Management
37
Pzena Investment Management
New York
$1.41M – – –
GT
38
Greenleaf Trust
Michigan
$1.18M +$585K +16,620 +101%
DAM
39
Deltec Asset Management
New York
$1.14M – – –
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$1.13M +$45.9K +1,303 +4%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.07M +$972K +27,591 +1,213%
Citigroup
42
Citigroup
New York
$974K +$237K +6,741 +33%
GHAM
43
Gilman Hill Asset Management
Connecticut
$958K +$61.6K +1,750 +7%
JC
44
JBF Capital
Colorado
$954K +$123K +3,500 +15%
Legal & General Group
45
Legal & General Group
United Kingdom
$949K – – –
HJIM
46
Henry James International Management
New York
$877K -$514K -14,585 -37%
Comerica Bank
47
Comerica Bank
Texas
$815K -$19.2K -546 -2%
Axa
48
Axa
France
$809K -$62.8K -1,783 -7%
BDS
49
Banco de Sabadell
Florida
$801K +$308K +8,749 +65%
AssetMark Inc
50
AssetMark Inc
California
$774K +$338K +9,607 +80%
1
2
3 4 5

KB Hedge Fund Activity: Q3 2019 in Review

131 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2019, worth a combined $959M — down 11% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of KB and 15 opened new positions — a net loss of 11 holders — while 45 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was Antipodes Partners, exiting entirely with an estimated $7.97M sold.

  • 131 institutional investors held KB Financial Group (KB) as of Q3 2019, down from 142 in Q2 2019.
  • Funds reported $959M of KB Financial Group stock for Q3 2019, down 11% quarter-over-quarter.
  • 15 funds opened new KB Financial Group positions in Q3 2019 and 26 closed out, a net change of -11 holders.
  • The largest KB Financial Group buyer in Q3 2019 was Morgan Stanley, an estimated $3.25M added.
  • The largest KB Financial Group seller in Q3 2019 was Antipodes Partners, an estimated $7.97M sold.

Based on aggregated 13F filings for Q3 2019.