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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
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$372K +$141K +3,621 +62%
ARTA
77
A.R.T. Advisors
New York
$336K +$331K +8,501 New
US Bancorp
78
US Bancorp
Minnesota
$325K +$80.5K +2,065 +34%
Fisher Asset Management
79
Fisher Asset Management
Washington
$314K – – –
Bank of New York Mellon
80
Bank of New York Mellon
New York
$308K +$43.1K +1,105 +17%
ACI
81
AMP Capital Investors
Australia
$292K – – –
Jane Street
82
Jane Street
New York
$283K +$280K +7,174 New
CIM
83
Confluence Investment Management
Missouri
$275K +$2.22K +57 +0.8%
EAM
84
Eagle Asset Management
Florida
$274K -$5.26K -135 -2%
WCM
85
Weld Capital Management
New York
$260K +$257K +6,594 New
RJA
86
Raymond James & Associates
Florida
$255K -$33.8K -866 -12%
Aviva
87
Aviva
United Kingdom
$242K -$21.4K -550 -8%
WAM
88
World Asset Management
Michigan
$239K -$10.9K -279 -4%
SGA
89
Strategic Global Advisors
California
$237K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$231K +$66.3K +1,701 +41%
AP
91
Advisor Partners
California
$221K +$218K +5,591 New
Stifel Financial
92
Stifel Financial
Missouri
$220K +$217K +5,566 New
OFS
93
OneAscent Financial Services
Alabama
$207K +$205K +5,255 New
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$205K -$448K -11,500 -69%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$197K -$26.6K -683 -12%
FGAM
96
Financial Gravity Asset Management
Texas
$111K -$27.9K -715 -20%
Barclays
97
Barclays
United Kingdom
$101K +$48.3K +1,239 +95%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$90K -$156K -4,010 -64%
AG
99
Advisor Group
Arizona
$88K +$2.46K +63 +3%
QT
100
Quantamental Technologies
New York
$78K +$42K +1,076 +120%
2 3
4
5 6

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.