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KB Financial Group
KB

127 hedge funds and large institutions have $746M invested in KB Financial Group in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $552K

13% more capital invested

Capital invested by funds: $659M → $746M (+$87.1M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

0.01% less ownership

Funds ownership: 5.6% → 5.59% (-0.01%)

4% less funds holding

Funds holding: 132 → 127 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
46
Reduced
41
Closed
17
Calls
$1.48M
Puts
$552K
Net Calls
+$924K
Net Calls Change
+$874K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$18.1M
2
SGA
Strategic Global Advisors
California
+$7.27M
3
AG
Aperio Group
California
+$5.72M
4
Bank of America
Bank of America
North Carolina
+$4.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.26M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.37M
3
Lazard Asset Management
Lazard Asset Management
New York
-$3.59M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.9M
5
Morgan Stanley
Morgan Stanley
New York
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
101
Evolution Wealth Advisors
Florida
$14K – – –
SIAS
102
Shine Investment Advisory Services
Colorado
$14K – – –
ASN
103
Advisory Services Network
Georgia
$14K +$13.8K +445 New
BCA
104
Berman Capital Advisors
Georgia
$10K -$6.82K -220 -40%
BFC
105
Bedel Financial Consulting
Indiana
$10K – – –
ST
106
Smithfield Trust
Pennsylvania
$10K – – –
FRA
107
Front Row Advisors
California
$9K -$5.54K -179 -47%
LSV Asset Management
108
LSV Asset Management
Illinois
$9K – – –
GWS
109
Glassman Wealth Services
Virginia
$9K +$4.15K +134 +95%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$2.2K +71 +40%
CFA
111
Carroll Financial Associates
North Carolina
$7K +$434 +14 +6%
TI
112
tru Independence
Oregon
$6K – – –
GAM
113
Gemmer Asset Management
California
$5K – – –
EW
114
Evoke Wealth
California
$4K -$1.02K -33 -19%
ABC
115
Associated Banc-Corp
Wisconsin
$4K – – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$3K – – –
PCG
117
Private Capital Group
Connecticut
$3K – – –
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.23K +72 New
TPCW
119
TD Private Client Wealth
New York
$1.03K -$138K -4,469 -99%
VFA
120
Valeo Financial Advisors
Indiana
$1K -$4K -129 -76%
FHA
121
First Horizon Advisors
Tennessee
$1K -$3.35K -108 -72%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Deutsche Bank
123
Deutsche Bank
Germany
$1K – – –
IA
124
IFP Advisors
Florida
$1K – – –
WCG
125
Weaver Consulting Group
California
$1K – – –
2 3 4
5
6

KB Hedge Fund Activity: Q3 2020 in Review

127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2020, worth a combined $746M — up 13% from $659M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KB and 13 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 46 added.

The largest buyer was Northern Trust, adding an estimated $18.1M. The largest seller was Franklin Resources, cutting an estimated $15M.

  • 127 institutional investors held KB Financial Group (KB) as of Q3 2020, down from 132 in Q2 2020.
  • Funds reported $746M of KB Financial Group stock for Q3 2020, up 13% quarter-over-quarter.
  • 13 funds opened new KB Financial Group positions in Q3 2020 and 17 closed out, a net change of -4 holders.
  • The largest KB Financial Group buyer in Q3 2020 was Northern Trust, an estimated $18.1M added.
  • The largest KB Financial Group seller in Q3 2020 was Franklin Resources, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.