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KB Financial Group
KB

143 hedge funds and large institutions have $940M invested in KB Financial Group in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

55% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.81M

26% more capital invested

Capital invested by funds: $746M → $940M (+$194M)

13% more funds holding

Funds holding: 127 → 143 (+16)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0.12% more ownership

Funds ownership: 5.59% → 5.71% (+0.12%)

Holders
143
Holders Change
+16
Holders Change %
+12.6%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
45
Reduced
41
Closed
14
Calls
$2.79M
Puts
$1.81M
Net Calls
+$986K
Net Calls Change
+$62K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$30.4M
2
TSAM
Trinity Street Asset Management
United Kingdom
+$25.1M
3
AR
Advisory Research
Illinois
+$17M
4
DWA
Dorsey Wright & Associates
California
+$3.56M
5
SCM
Somerset Capital Management
United Kingdom
+$2.97M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$36.9M
2
BlackRock
BlackRock
New York
-$20.3M
3
Lazard Asset Management
Lazard Asset Management
New York
-$7.83M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.74M
5
Bank of America
Bank of America
North Carolina
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
ARGA Investment Management
Connecticut
$201K -$182K -4,650 -48%
PA
102
Parallel Advisors
California
$185K +$12.6K +321 +7%
ACA
103
Atlas Capital Advisors
Wyoming
$165K +$163K +4,169 New
LC
104
Lindbrook Capital
California
$146K +$1.88K +48 +1%
AAM
105
Advisors Asset Management
Colorado
$120K -$117 -3 -0.1%
PWPS
106
Pinnacle Wealth Planning Services
Ohio
$112K +$111K +2,826 New
BCWM
107
Bartlett & Co Wealth Management
Ohio
$98K – – –
BC
108
Bartlett & Co
Ohio
$98K – – –
FF
109
FourThought Financial
Florida
$68K +$67.4K +1,723 New
FPS
110
Fieldpoint Private Securities
Connecticut
$43K +$42.1K +1,075 New
Daiwa Securities Group
111
Daiwa Securities Group
Japan
$31K +$12.7K +325 +71%
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$1.72K -44 -6%
Bessemer Group
113
Bessemer Group
New Jersey
$26K +$25.6K +654 New
IA
114
Inspire Advisors
Idaho
$20K +$19.9K +509 New
JWM
115
Janiczek Wealth Management
Colorado
$20K +$20K +510 New
AF
116
Advisornet Financial
Minnesota
$19K +$1.53K +39 +9%
ST
117
Smithfield Trust
Pennsylvania
$18K +$5.48K +140 +44%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$17.9K -$9.08K -232 -34%
AWA
119
Arkadios Wealth Advisors
Georgia
$15K +$15K +384 New
BCA
120
Berman Capital Advisors
Georgia
$13K +$1.1K +28 +9%
BFC
121
Bedel Financial Consulting
Indiana
$12K – – –
GWS
122
Glassman Wealth Services
Virginia
$12K +$705 +18 +7%
LSV Asset Management
123
LSV Asset Management
Illinois
$11K – – –
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
CFA
125
Carroll Financial Associates
North Carolina
$9K – – –
3 4
5
6 7

KB Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2020, worth a combined $940M — up 26% from $746M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KB positions and 14 closed out — a net gain of 18 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.4M. The largest seller was Franklin Resources, cutting an estimated $36.9M.

  • 143 institutional investors held KB Financial Group (KB) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $940M of KB Financial Group stock for Q4 2020, up 26% quarter-over-quarter.
  • 32 funds opened new KB Financial Group positions in Q4 2020 and 14 closed out, a net change of +18 holders.
  • The largest KB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $30.4M added.
  • The largest KB Financial Group seller in Q4 2020 was Franklin Resources, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2020.