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KB Financial Group
KB

Overview Fund Activity

166 hedge funds and large institutions have $997M invested in KB Financial Group in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
71
Reduced
53
Closed
20
Calls
$8.48M
Puts
$9K
Net Calls
+$8.47M
Net Calls Change
+$3.19M

Top Buyers

1
TSAM
Trinity Street Asset Management
United Kingdom
$92M
2
UBS Group
UBS Group
Switzerland
$16.5M
3
TAM
Todd Asset Management
Kentucky
$22.6M
4
Lazard Asset Management
Lazard Asset Management
New York
$95.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$14.2M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$13.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$164M
3
Morgan Stanley
Morgan Stanley
New York
$8.43M
4
Federated Hermes
Federated Hermes
Pennsylvania
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$7K +$2.16K +47 +45%
BA
152
Bellwether Advisors
Nebraska
$7K +$7K +156 New
TPCW
153
TD Private Client Wealth
New York
$6.31K +$139 +3 +2%
MAM
154
Meeder Asset Management
Ohio
$6K -$432 -9 -7%
EW
155
Evoke Wealth
California
$6K – – –
VCM
156
Vigilant Capital Management
Maine
$5K +$5K +105 New
EVM
157
Eaton Vance Management
Massachusetts
$4K +$928 +753 +30%
IA
158
IFP Advisors
Florida
$3K +$2K +34 +200%
LWM
159
Liberty Wealth Management
California
$3K +$3K +55 New
HCP
160
Hexagon Capital Partners
Arkansas
$2K – – –
SIM
161
Sonora Investment Management
Arizona
$2K – – –
YAL
162
Your Advocates Ltd
Texas
$2K +$2K +40 New
CTC
163
Central Trust Company
Missouri
$2K +$2K +42 New
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
FHA
165
First Horizon Advisors
Tennessee
$1K – – –
Federated Hermes
166
Federated Hermes
Pennsylvania
– -$3.15M -63,801 Closed
CS
167
Credit Suisse
Switzerland
– -$2.65M -53,246 Closed
LSV Asset Management
168
LSV Asset Management
Illinois
– -$1.64M -33,300 Closed
Millennium Management
169
Millennium Management
New York
– -$1.01M -20,390 Closed
SFI
170
Susquehanna Fundamental Investments
Pennsylvania
– -$902K -18,291 Closed
OMC
171
Old Mission Capital
Illinois
– -$289K -5,862 Closed
BWP
172
BSW Wealth Partners
Colorado
– -$269K -5,450 Closed
MYIA
173
Mount Yale Investment Advisors
Colorado
– -$224K -4,534 Closed
BL
174
Balentine LLC
Georgia
– -$223K -4,523 Closed
LPL Financial
175
LPL Financial
California
– -$212K -4,309 Closed
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