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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
JIR
101
James Investment Research
Ohio
$59K – – –
Pacer Advisors
102
Pacer Advisors
Pennsylvania
$56K +$55.6K +1,426 New
H
103
Hexavest
Quebec, Canada
$55K – – –
Asset Management One
104
Asset Management One
Japan
$46K – – –
LC
105
Lindbrook Capital
California
$40K +$12K +308 +43%
SIAS
106
Shine Investment Advisory Services
Colorado
$39K – – –
BL
107
Balentine LLC
Georgia
$36K +$35.6K +914 New
BCA
108
Berman Capital Advisors
Georgia
$25K +$12K +308 +93%
NIT
109
NumerixS Investment Technologies
British Columbia, Canada
$24K +$23.4K +600 New
TRCT
110
Tower Research Capital (TRC)
New York
$21K -$20.9K -536 -50%
EFSCE
111
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$6.39K +164 +46%
PA
112
Parallel Advisors
California
$19K -$7.33K -188 -29%
ST
113
Smithfield Trust
Pennsylvania
$19K +$6.82K +175 +59%
Capital Research Global Investors
114
Capital Research Global Investors
California
$15K +$14K +358 +2,106%
HNB
115
Huntington National Bank
Ohio
$15K +$14.7K +376 New
PFBT
116
Parkside Financial Bank & Trust
Missouri
$13K +$975 +25 +8%
BFC
117
Bedel Financial Consulting
Indiana
$12K – – –
YWP
118
YorkBridge Wealth Partners
New York
$11K +$663 +17 +7%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$9K -$1.91K -49 -17%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$8.57K -$41.7K -1,070 -83%
FRA
121
Front Row Advisors
California
$8K -$234 -6 -3%
CFA
122
Carroll Financial Associates
North Carolina
$8K +$507 +13 +7%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$8K +$7.68K +197 New
FHA
124
First Horizon Advisors
Tennessee
$7K -$2.03K -52 -22%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$6K -$63.6K -1,631 -91%
3 4
5
6 7

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.