KB Financial Group
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.
94,122% more call options, than puts
Call options by funds: $8.48M | Put options by funds: $9K
34% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 53
0.19% less ownership
Funds ownership: 5.35% → 5.16% (-0.19%)
2% less funds holding
Funds holding: 169 → 166 (-3)
9% less capital invested
Capital invested by funds: $1.1B → $997M (-$99.7M)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSAM
Trinity Street Asset Management
London,
United Kingdom
|
+$14.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$11.4M |
| 3 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$6.42M |
| 4 |
Lazard Asset Management
New York
|
+$5.18M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$67.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.57M |
| 3 |
Morgan Stanley
New York
|
-$7.35M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.15M |
| 5 |
D.E. Shaw & Co
New York
|
-$2.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
176
Cabot Wealth Management
Salem,
Massachusetts
| – | -$207K | -4,195 | Closed |
|
177
Pacer Advisors
Malvern,
Pennsylvania
| – | -$152K | -3,076 | Closed |
|
|
FC
178
FORA Capital
Miami,
Florida
| – | -$121K | -2,452 | Closed |
|
179
Barclays
London,
United Kingdom
| – | -$66K | -1,329 | Closed |
|
|
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$41K | -837 | Closed |
|
|
OFA
181
Oaktree Fund Advisors
Los Angles,
California
| – | -$10K | -200 | Closed |
|
182
Daiwa Securities Group
Tokyo,
Japan
| – | -$7K | -150 | Closed |
|
183
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -30 | Closed |
|
184
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -13 | Closed |
|
185
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1K | -12 | Closed |
|
|
KIG
186
Kowal Investment Group
Brookfield,
Wisconsin
| – | +$45 | +1 | New |
|
KB Hedge Fund Activity: Q3 2021 in Review
166 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2021, worth a combined $997M — down 9.1% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of KB and 18 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 71 added.
The largest buyer was Trinity Street Asset Management, adding an estimated $14.3M. The largest seller was Northern Trust, cutting an estimated $67.1M.
- 166 institutional investors held KB Financial Group (KB) as of Q3 2021, down from 169 in Q2 2021.
- Funds reported $997M of KB Financial Group stock for Q3 2021, down 9.1% quarter-over-quarter.
- 18 funds opened new KB Financial Group positions in Q3 2021 and 20 closed out, a net change of -2 holders.
- The largest KB Financial Group buyer in Q3 2021 was Trinity Street Asset Management, an estimated $14.3M added.
- The largest KB Financial Group seller in Q3 2021 was Northern Trust, an estimated $67.1M sold.
Based on aggregated 13F filings for Q3 2021.