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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
PCG
126
Private Capital Group
Connecticut
$5K – – –
GAM
127
Gemmer Asset Management
California
$5K +$5.11K +131 New
PCP
128
Proficio Capital Partners
Massachusetts
$5K +$5.26K +135 New
FIA
129
FNY Investment Advisers
New York
$3K -$2.99M -76,659 -100%
Deutsche Bank
130
Deutsche Bank
Germany
$3K -$1.46M -37,541 -100%
W
131
WealthStone
Ohio
$2.72K +$2.69K +69 New
ClearBridge Investments
132
ClearBridge Investments
New York
$2K -$202K -5,191 -99%
VFA
133
Valeo Financial Advisors
Indiana
$2K – – –
WCG
134
Weaver Consulting Group
California
$2K – – –
AC
135
Avestar Capital
New York
$2K +$975 +25 +83%
AWM
136
Avior Wealth Management
Nebraska
$2K +$1.99K +51 New
UBS AM
137
UBS AM
Illinois
$1.86K -$19K -488 -91%
GRP
138
Global Retirement Partners
California
$1K -$2.85K -73 -84%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SPIA
140
Steward Partners Investment Advisory
New York
$1K +$1.21K +31 New
APA
141
American Portfolios Advisors
New York
$632 +$624 +16 New
GT
142
Glenmede Trust
Pennsylvania
$100 +$46.7K +1,197 +88%
Charles Schwab
143
Charles Schwab
California
– -$15.3M -411,649 Closed
MIM
144
Mittleman Investment Management
New York
– -$7.97M -215,075 Closed
BIM
145
Bogle Investment Management
Massachusetts
– -$2.21M -59,676 Closed
Nomura Holdings
146
Nomura Holdings
Japan
– -$1.24M -31,682 Closed
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
– -$856K -23,100 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
– -$693K -18,700 Closed
LPL Financial
149
LPL Financial
California
– -$511K -13,778 Closed
HCM
150
Highbridge Capital Management
New York
– -$496K -13,381 Closed
3 4 5
6
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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.