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KB Financial Group
KB

130 hedge funds and large institutions have $1.08B invested in KB Financial Group in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $959M → $1.08B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.14% less ownership

Funds ownership: 6.42% → 6.28% (-0.14%)

1% less funds holding

Funds holding: 131 → 130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $207K

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
34
Closed
17
Calls
–
Puts
$207K
Net Calls
-$207K
Net Calls Change
-$210K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.5M
2
AG
Aperio Group
California
+$3.97M
3
PPA
Parametric Portfolio Associates
Washington
+$2.84M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$2.68M
5
MWNA
Marshall Wace North America
New York
+$2.09M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$15.6M
2
CS
Credit Suisse
Switzerland
-$12.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.99M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Greenleaf Trust
Michigan
$913K -$421K -11,015 -33%
QCG
52
Quadrant Capital Group
Ohio
$824K +$62.5K +1,633 +9%
Comerica Bank
53
Comerica Bank
Texas
$823K -$9.75K -255 -1%
Ameriprise
54
Ameriprise
Minnesota
$773K +$115K +3,003 +19%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$720K +$666K +17,400 New
FIM
56
Freedom Investment Management
Connecticut
$678K -$139K -3,624 -18%
S
57
SignatureFD
Georgia
$638K +$75.7K +1,980 +15%
HighTower Advisors
58
HighTower Advisors
Illinois
$631K +$583K +15,249 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$620K -$177K -4,625 -24%
AIM
60
ARGA Investment Management
Connecticut
$614K +$217K +5,679 +62%
Citadel Advisors
61
Citadel Advisors
Florida
$611K +$310K +8,098 +121%
BDS
62
Banco de Sabadell
Florida
$605K -$289K -7,558 -34%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$589K – – –
US Bancorp
64
US Bancorp
Minnesota
$547K +$29.5K +771 +6%
DAM
65
Deltec Asset Management
New York
$538K -$727K -19,000 -59%
CSS
66
Cubist Systematic Strategies
Connecticut
$534K +$238K +6,211 +93%
AP
67
Advisor Partners
California
$527K +$103K +2,698 +27%
American Century Companies
68
American Century Companies
Missouri
$525K +$485K +12,682 New
CS
69
Candriam SCA
Luxembourg
$523K -$255K -6,671 -35%
LSV Asset Management
70
LSV Asset Management
Illinois
$471K – – –
UCFA
71
United Capital Financial Advisors
Texas
$447K +$413K +10,798 New
AssetMark Inc
72
AssetMark Inc
California
$441K -$421K -10,997 -51%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$433K – – –
HSBC Holdings
74
HSBC Holdings
United Kingdom
$392K -$425K -11,124 -54%
PAG
75
Private Advisor Group
New Jersey
$385K +$6.39K +167 +2%
1 2
3
4 5

KB Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2019, worth a combined $1.08B — up 13% from $959M a quarter earlier.

Fund positioning in KB was balanced in Q4 2019: 17 funds opened new positions, 17 closed out, 50 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.5M. The largest seller was Franklin Resources, cutting an estimated $15.6M.

  • 130 institutional investors held KB Financial Group (KB) as of Q4 2019, down from 131 in Q3 2019.
  • Funds reported $1.08B of KB Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 17 funds opened new KB Financial Group positions in Q4 2019 and 17 closed out, a net change of 0 holders.
  • The largest KB Financial Group buyer in Q4 2019 was Morgan Stanley, an estimated $5.5M added.
  • The largest KB Financial Group seller in Q4 2019 was Franklin Resources, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.