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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1K
GRP
127
Global Retirement Partners
California
$1K
IA
128
IFP Advisors
Florida
$1K
SPIA
129
Steward Partners Investment Advisory
New York
$1K
WCG
130
Weaver Consulting Group
California
$1K
Millennium Management
131
Millennium Management
New York
-$2.01M -56,398 Closed
AAMU
132
Amundi Asset Management US
Massachusetts
-$1.54M -43,201 Closed
AIA
133
Avalon Investment & Advisory
Texas
-$1.42M -39,728 Closed
DTL
134
Dynamic Technology Lab
Singapore
-$681K -19,052 Closed
Capital Research Global Investors
135
Capital Research Global Investors
California
-$566K -15,992 Closed
ACI
136
AMP Capital Investors
Australia
-$262K -7,403 Closed
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
-$215K -6,021 Closed
SGA
138
Strategic Global Advisors
California
-$214K -6,000 Closed
Aviva
139
Aviva
United Kingdom
-$212K -5,928 Closed
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
-$204K -5,688 Closed
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
-$171K -4,776 Closed
KWA
142
KCS Wealth Advisory
California
-$89.1K -2,494 Closed
QT
143
Quantamental Technologies
New York
-$83K -2,320 Closed
EWA
144
Evolution Wealth Advisors
Florida
-$16K -449 Closed
BL
145
Balentine LLC
Georgia
-$6K -161 Closed
UBS AM
146
UBS AM
Illinois
-$1.68K -47 Closed
APA
147
American Portfolios Advisors
New York
-$572 -16 Closed

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.