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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
Deutsche Bank
126
Deutsche Bank
Germany
$7K +$6.42K +164 +656%
FRA
127
Front Row Advisors
California
$6K -$2.15K -55 -27%
GAM
128
Gemmer Asset Management
California
$6K – – –
FGAM
129
Financial Gravity Asset Management
Texas
$6K +$5.83K +149 New
ABC
130
Associated Banc-Corp
Wisconsin
$5K – – –
EW
131
Evoke Wealth
California
$5K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$4K – – –
PCG
133
Private Capital Group
Connecticut
$4K – – –
ONST
134
Old North State Trust
North Carolina
$3K +$2.54K +65 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$2K +$1.72K +44 New
TPCW
136
TD Private Client Wealth
New York
$1.27K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HCP
138
Hexagon Capital Partners
Arkansas
$1K – – –
IA
139
IFP Advisors
Florida
$1K – – –
CAAS
140
Capital Asset Advisory Services
Michigan
$1K +$1.02K +26 New
RPWA
141
Regent Peak Wealth Advisors
Georgia
$1K +$1.1K +28 New
IAIM
142
International Assets Investment Management
Florida
$1K +$1.37K +35 New
TI
143
tru Independence
Oregon
$7 – – –
Citadel Advisors
144
Citadel Advisors
Florida
– -$614K -19,124 Closed
WAM
145
Weiss Asset Management
Massachusetts
– -$289K -9,003 Closed
CCP
146
Corient Capital Partners
California
– -$263K -8,179 Closed
Pacer Advisors
147
Pacer Advisors
Pennsylvania
– -$126K -3,915 Closed
JC
148
JBF Capital
Colorado
– -$112K -3,500 Closed
GT
149
Glenmede Trust
Pennsylvania
– -$105K -3,274 Closed
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
– -$90K -2,800 Closed
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.