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KB Financial Group
KB

142 hedge funds and large institutions have $1.08B invested in KB Financial Group in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

12% more capital invested

Capital invested by funds: $963M → $1.08B (+$120M)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

1% more funds holding

Funds holding: 141 → 142 (+1)

0.34% more ownership

Funds ownership: 6.21% → 6.56% (+0.34%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
52
Reduced
42
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$40.9M
2
CS
Credit Suisse
Switzerland
+$18.5M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$7.65M
4
PPA
Parametric Portfolio Associates
Washington
+$6.83M
5
SEI Investments
SEI Investments
Pennsylvania
+$6.25M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$15.3M
2
MIM
Mittleman Investment Management
New York
-$7.97M
3
BlackRock
BlackRock
New York
-$7.66M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.03M
5
FIA
FNY Investment Advisers
New York
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$337M +$40.9M +1,049,485 +14%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$175M +$1.27M +32,555 +0.7%
Lazard Asset Management
3
Lazard Asset Management
New York
$90.4M +$1.01M +25,962 +1%
Northern Trust
4
Northern Trust
Illinois
$62.5M +$440K +11,286 +0.7%
TSAM
5
Trinity Street Asset Management
United Kingdom
$50M -$400K -10,259 -0.8%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$37.4M -$2.06M -52,872 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$36.4M -$1.12M -28,612 -3%
PPA
8
Parametric Portfolio Associates
Washington
$27.4M +$6.83M +175,283 +34%
Morgan Stanley
9
Morgan Stanley
New York
$27.4M +$2.8M +71,899 +12%
AG
10
Aperio Group
California
$25.3M +$4.84M +124,040 +24%
CS
11
Credit Suisse
Switzerland
$23.3M +$18.5M +473,636 +404%
Macquarie Group
12
Macquarie Group
Australia
$21.3M -$487K -12,490 -2%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$19.4M +$7.65M +196,200 +67%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$8.51M -$90.9K -2,332 -1%
Bank of America
15
Bank of America
North Carolina
$8.03M -$291K -7,457 -4%
AP
16
Antipodes Partners
Australia
$7.97M – – –
TWI
17
Thomas White International
Illinois
$7.71M +$24.4K +626 +0.3%
Wells Fargo
18
Wells Fargo
California
$7.65M -$461K -11,825 -6%
OAG
19
Orbis Allan Gray
Bermuda
$7.42M – – –
Federated Hermes
20
Federated Hermes
Pennsylvania
$7.11M – – –
Goldman Sachs
21
Goldman Sachs
New York
$6.9M +$2.1M +53,884 +45%
SEI Investments
22
SEI Investments
Pennsylvania
$6.73M +$6.25M +160,179 +1,569%
Millennium Management
23
Millennium Management
New York
$4.46M +$3.35M +85,903 +317%
State Street
24
State Street
Massachusetts
$4.22M +$161K +4,124 +4%
ERSOT
25
Employees Retirement System of Texas
Texas
$3.91M +$515K +13,200 +15%
1
2 3 4 5

KB Hedge Fund Activity: Q2 2019 in Review

142 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2019, worth a combined $1.08B — up 12% from $963M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KB positions and 24 closed out — a net gain of 2 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Franklin Resources, adding an estimated $40.9M. The largest seller was Charles Schwab, exiting entirely with an estimated $15.3M sold.

  • 142 institutional investors held KB Financial Group (KB) as of Q2 2019, up from 141 in Q1 2019.
  • Funds reported $1.08B of KB Financial Group stock for Q2 2019, up 12% quarter-over-quarter.
  • 26 funds opened new KB Financial Group positions in Q2 2019 and 24 closed out, a net change of +2 holders.
  • The largest KB Financial Group buyer in Q2 2019 was Franklin Resources, an estimated $40.9M added.
  • The largest KB Financial Group seller in Q2 2019 was Charles Schwab, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2019.