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KB Financial Group
KB

131 hedge funds and large institutions have $959M invested in KB Financial Group in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 6.56% → 6.42% (-0.13%)

8% less funds holding

Funds holding: 142 → 131 (-11)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

11% less capital invested

Capital invested by funds: $1.08B → $959M (-$123M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
131
Holders Change
-11
Holders Change %
-7.75%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
45
Closed
26
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.25M
2
AG
Aperio Group
California
+$2.61M
3
Lazard Asset Management
Lazard Asset Management
New York
+$1.88M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.86M
5
BlackRock
BlackRock
New York
+$1.64M

Top Sellers

1
AP
Antipodes Partners
Australia
-$7.97M
2
Franklin Resources
Franklin Resources
California
-$4.58M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.24M
5
Macquarie Group
Macquarie Group
Australia
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$1K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$1K – – –
VFA
128
Valeo Financial Advisors
Indiana
$1K – – –
IA
129
IFP Advisors
Florida
$1K +$599 +17 New
APA
130
American Portfolios Advisors
New York
$572 – – –
GT
131
Glenmede Trust
Pennsylvania
$120 +$28.8K +819 +32%
AP
132
Antipodes Partners
Australia
– -$7.97M -201,769 Closed
ACM
133
Alethea Capital Management
Washington
– -$1.09M -27,727 Closed
UCFA
134
United Capital Financial Advisors
Texas
– -$698K -17,691 Closed
Man Group
135
Man Group
United Kingdom
– -$450K -11,400 Closed
ZCA
136
Zeke Capital Advisors
Pennsylvania
– -$393K -9,962 Closed
Voloridge Investment Management
137
Voloridge Investment Management
Florida
– -$372K -9,416 Closed
ARTA
138
A.R.T. Advisors
New York
– -$336K -8,501 Closed
Fisher Asset Management
139
Fisher Asset Management
Washington
– -$314K -7,955 Closed
Bank of New York Mellon
140
Bank of New York Mellon
New York
– -$308K -7,786 Closed
Jane Street
141
Jane Street
New York
– -$283K -7,174 Closed
EAM
142
Eagle Asset Management
Florida
– -$274K -6,962 Closed
WCM
143
Weld Capital Management
New York
– -$260K -6,594 Closed
RJA
144
Raymond James & Associates
Florida
– -$255K -6,454 Closed
WAM
145
World Asset Management
Michigan
– -$239K -6,048 Closed
OFS
146
OneAscent Financial Services
Alabama
– -$207K -5,255 Closed
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
– -$205K -5,200 Closed
Asset Management One
148
Asset Management One
Japan
– -$46K -1,168 Closed
NIT
149
NumerixS Investment Technologies
British Columbia, Canada
– -$24K -600 Closed
TRCT
150
Tower Research Capital (TRC)
New York
– -$21K -539 Closed
3 4 5
6
7

KB Hedge Fund Activity: Q3 2019 in Review

131 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2019, worth a combined $959M — down 11% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of KB and 15 opened new positions — a net loss of 11 holders — while 45 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was Antipodes Partners, exiting entirely with an estimated $7.97M sold.

  • 131 institutional investors held KB Financial Group (KB) as of Q3 2019, down from 142 in Q2 2019.
  • Funds reported $959M of KB Financial Group stock for Q3 2019, down 11% quarter-over-quarter.
  • 15 funds opened new KB Financial Group positions in Q3 2019 and 26 closed out, a net change of -11 holders.
  • The largest KB Financial Group buyer in Q3 2019 was Morgan Stanley, an estimated $3.25M added.
  • The largest KB Financial Group seller in Q3 2019 was Antipodes Partners, an estimated $7.97M sold.

Based on aggregated 13F filings for Q3 2019.