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KB Financial Group

175 hedge funds and large institutions have $998M invested in KB Financial Group in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,494% more call options, than puts

Call options by funds: $6.82M | Put options by funds: $263K

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 53

5% more funds holding

Funds holding: 166175 (+9)

0% more capital invested

Capital invested by funds: $997M → $998M (+$212K)

0.01% more ownership

Funds ownership: 5.16%5.16% (+0.01%)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
69
Reduced
53
Closed
17
Calls
$6.82M
Puts
$263K
Net Calls
+$6.56M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
26
Orbis Allan Gray
Bermuda
$8.23M -$196K -4,129 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$7.78M +$2.19M +46,108 +38%
Goldman Sachs
28
Goldman Sachs
New York
$7.76M +$916K +19,277 +13%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$7.29M -$3.69M -77,574 -33%
Morgan Stanley
30
Morgan Stanley
New York
$6.78M -$1.65M -34,708 -19%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$6.39M +$536K +11,290 +9%
Wells Fargo
32
Wells Fargo
California
$6.16M -$515K -10,844 -8%
State Street
33
State Street
Massachusetts
$5.52M -$67.7K -1,425 -1%
SEI Investments
34
SEI Investments
Pennsylvania
$5.04M -$282K -5,941 -5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$4.94M +$933K +19,630 +22%
UBS Group
36
UBS Group
Switzerland
$4.78M -$12M -251,954 -71%
American Century Companies
37
American Century Companies
Missouri
$3.96M +$746K +15,696 +22%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.58M +$207K +4,351 +6%
HJIM
39
Henry James International Management
New York
$3.48M +$437K +9,194 +14%
SCM
40
Somerset Capital Management
United Kingdom
$3.39M +$171K +3,600 +5%
GHAM
41
Gilman Hill Asset Management
Connecticut
$3.11M +$24K +505 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.91M +$266K +5,602 +10%
Citigroup
43
Citigroup
New York
$2.81M -$135K -2,844 -4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.65M -$90K -1,894 -3%
RIP
45
Rhino Investment Partners
Pennsylvania
$2.24M -$1.6M -33,634 -41%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$2.12M +$91.4K +1,923 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.09M +$352K +7,400 +20%
Citadel Advisors
48
Citadel Advisors
Florida
$2.05M +$101K +2,125 +5%
ERSOT
49
Employees Retirement System of Texas
Texas
$2.03M +$2.09M +44,042 New
RWM
50
Ritholtz Wealth Management
New York
$2M -$26.5K -558 -1%

KB Hedge Fund Activity: Q4 2021 in Review

175 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2021, worth a combined $998M — up 0.02% from $997M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KB positions and 17 closed out — a net gain of 12 holders — while 69 added to existing stakes and 53 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $10.3M. The largest seller was Franklin Resources, cutting an estimated $21.1M.

  • 175 institutional investors held KB Financial Group (KB) as of Q4 2021, up from 166 in Q3 2021.
  • Funds reported $998M of KB Financial Group stock for Q4 2021, up 0.02% quarter-over-quarter.
  • 29 funds opened new KB Financial Group positions in Q4 2021 and 17 closed out, a net change of +12 holders.
  • The largest KB Financial Group buyer in Q4 2021 was Arrowstreet Capital, an estimated $10.3M added.
  • The largest KB Financial Group seller in Q4 2021 was Franklin Resources, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2021.