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KB Financial Group
KB

143 hedge funds and large institutions have $940M invested in KB Financial Group in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

55% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.81M

26% more capital invested

Capital invested by funds: $746M → $940M (+$194M)

13% more funds holding

Funds holding: 127 → 143 (+16)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0.12% more ownership

Funds ownership: 5.59% → 5.71% (+0.12%)

Holders
143
Holders Change
+16
Holders Change %
+12.6%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
45
Reduced
41
Closed
14
Calls
$2.79M
Puts
$1.81M
Net Calls
+$986K
Net Calls Change
+$62K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$30.4M
2
TSAM
Trinity Street Asset Management
United Kingdom
+$25.1M
3
AR
Advisory Research
Illinois
+$17M
4
DWA
Dorsey Wright & Associates
California
+$3.56M
5
SCM
Somerset Capital Management
United Kingdom
+$2.97M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$36.9M
2
BlackRock
BlackRock
New York
-$20.3M
3
Lazard Asset Management
Lazard Asset Management
New York
-$7.83M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.74M
5
Bank of America
Bank of America
North Carolina
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$4.58M +$163K +4,168 +4%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$4.55M +$309K +7,898 +7%
Federated Hermes
28
Federated Hermes
Pennsylvania
$3.88M -$203K -5,185 -5%
DWA
29
Dorsey Wright & Associates
California
$3.61M +$3.56M +91,074 New
Royal London Asset Management
30
Royal London Asset Management
United Kingdom
$3.58M +$1.53M +39,162 +76%
Marshall Wace
31
Marshall Wace
United Kingdom
$3.54M +$1.2M +30,694 +52%
CS
32
Credit Suisse
Switzerland
$3.24M +$2.95M +75,362 +1,167%
LIP
33
Liontrust Investment Partners
United Kingdom
$3.19M +$3.15M +80,467 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.12M +$445K +11,381 +17%
SCM
35
Somerset Capital Management
United Kingdom
$2.96M +$2.97M +75,767 New
AGA
36
Altrinsic Global Advisors
Connecticut
$2.55M -$801K -20,464 -24%
UBS Group
37
UBS Group
Switzerland
$2.34M -$785K -20,054 -25%
GHAM
38
Gilman Hill Asset Management
Connecticut
$2.26M +$84.7K +2,165 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.24M -$15.7K -400 -0.7%
ERSOT
40
Employees Retirement System of Texas
Texas
$2.19M -$912K -23,300 -30%
Pzena Investment Management
41
Pzena Investment Management
New York
$2.12M – – –
Stifel Financial
42
Stifel Financial
Missouri
$2.12M +$1.21M +30,997 +138%
HJIM
43
Henry James International Management
New York
$2.1M +$697K +17,797 +51%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.07M +$475K +12,135 +30%
American Century Companies
45
American Century Companies
Missouri
$1.8M +$1.05M +26,878 +144%
Allianz Asset Management
46
Allianz Asset Management
Germany
$1.78M +$30.6K +781 +2%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$1.69M +$47.7K +1,218 +3%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M -$336K -8,590 -17%
Boston Partners
49
Boston Partners
Massachusetts
$1.6M -$112K -2,860 -7%
Invesco
50
Invesco
Georgia
$1.58M -$268K -6,838 -15%
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KB Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2020, worth a combined $940M — up 26% from $746M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KB positions and 14 closed out — a net gain of 18 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.4M. The largest seller was Franklin Resources, cutting an estimated $36.9M.

  • 143 institutional investors held KB Financial Group (KB) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $940M of KB Financial Group stock for Q4 2020, up 26% quarter-over-quarter.
  • 32 funds opened new KB Financial Group positions in Q4 2020 and 14 closed out, a net change of +18 holders.
  • The largest KB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $30.4M added.
  • The largest KB Financial Group seller in Q4 2020 was Franklin Resources, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2020.