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KB Financial Group

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: 11 (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: 131130 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
101
Shine Investment Advisory Services
Colorado
$27K
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$2.49K +65 +14%
ST
103
Smithfield Trust
Pennsylvania
$19K
Boston Partners
104
Boston Partners
Massachusetts
$18K -$10.5K -275 -39%
TI
105
tru Independence
Oregon
$18K +$25.4K +665 New
KPW
106
Kore Private Wealth
New York
$15K +$14K +366 New
BFC
107
Bedel Financial Consulting
Indiana
$12K
FRA
108
Front Row Advisors
California
$12K +$2.98K +78 +38%
Daiwa Securities Group
109
Daiwa Securities Group
Japan
$12K +$11.5K +300 New
Simplex Trading
110
Simplex Trading
Illinois
$10K -$10.8K -282 -54%
PFBT
111
Parkside Financial Bank & Trust
Missouri
$9K -$5.47K -143 -39%
CFA
112
Carroll Financial Associates
North Carolina
$9K
GAM
113
Gemmer Asset Management
California
$9K +$5.51K +144 +192%
ACA
114
Atlas Capital Advisors
Wyoming
$8.69K
LWM
115
Lenox Wealth Management
Ohio
$8K
FHA
116
First Horizon Advisors
Tennessee
$6K -$880 -23 -12%
SFS
117
Sowell Financial Services
Arkansas
$5K +$4.82K +126 New
FIA
118
FNY Investment Advisers
New York
$4K
PCG
119
Private Capital Group
Connecticut
$4K
EW
120
Evoke Wealth
California
$3.89K +$2.29K +60 +176%
Deutsche Bank
121
Deutsche Bank
Germany
$3K
AWM
122
Avior Wealth Management
Nebraska
$2K
ClearBridge Investments
123
ClearBridge Investments
New York
$2K
VFA
124
Valeo Financial Advisors
Indiana
$2K
AWA
125
Arkadios Wealth Advisors
Georgia
$1.78K +$1.87K +49 New

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.