We are live on ! Find out more
KB icon

KB Financial Group
KB

131 hedge funds and large institutions have $959M invested in KB Financial Group in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 6.56% → 6.42% (-0.13%)

8% less funds holding

Funds holding: 142 → 131 (-11)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

11% less capital invested

Capital invested by funds: $1.08B → $959M (-$123M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
131
Holders Change
-11
Holders Change %
-7.75%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
45
Closed
26
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.25M
2
AG
Aperio Group
California
+$2.61M
3
Lazard Asset Management
Lazard Asset Management
New York
+$1.88M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.86M
5
BlackRock
BlackRock
New York
+$1.64M

Top Sellers

1
AP
Antipodes Partners
Australia
-$7.97M
2
Franklin Resources
Franklin Resources
California
-$4.58M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.81M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.24M
5
Macquarie Group
Macquarie Group
Australia
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$301M -$4.58M -130,059 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$159M +$401K +11,371 +0.3%
Lazard Asset Management
3
Lazard Asset Management
New York
$83.7M +$1.88M +53,291 +2%
Northern Trust
4
Northern Trust
Illinois
$57.7M +$1.13M +32,185 +2%
TSAM
5
Trinity Street Asset Management
United Kingdom
$45.4M +$180K +5,124 +0.4%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$34.9M +$1.05M +29,920 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$32.5M -$436K -12,388 -1%
Morgan Stanley
8
Morgan Stanley
New York
$28.1M +$3.25M +92,376 +13%
AG
9
Aperio Group
California
$25.5M +$2.61M +74,215 +12%
PPA
10
Parametric Portfolio Associates
Washington
$22.8M -$2.02M -57,344 -8%
CS
11
Credit Suisse
Switzerland
$18.5M -$2.55M -72,514 -12%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$17.5M – – –
Macquarie Group
13
Macquarie Group
Australia
$16.1M -$3.08M -87,342 -16%
Bank of America
14
Bank of America
North Carolina
$8.19M +$916K +26,016 +13%
Wells Fargo
15
Wells Fargo
California
$7.03M +$101K +2,855 +1%
TWI
16
Thomas White International
Illinois
$6.87M -$98.3K -2,790 -1%
OAG
17
Orbis Allan Gray
Bermuda
$6.72M – – –
Federated Hermes
18
Federated Hermes
Pennsylvania
$6.43M – – –
Goldman Sachs
19
Goldman Sachs
New York
$5.04M -$1.18M -33,561 -19%
SEI Investments
20
SEI Investments
Pennsylvania
$4.9M -$1.17M -33,200 -19%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$3.84M -$3.81M -108,149 -50%
State Street
22
State Street
Massachusetts
$3.65M -$164K -4,668 -4%
BlackRock
23
BlackRock
New York
$3.65M +$1.64M +46,573 +84%
ERSOT
24
Employees Retirement System of Texas
Texas
$3.54M – – –
UBS Group
25
UBS Group
Switzerland
$3.29M -$210K -5,967 -6%
1
2 3 4 5

KB Hedge Fund Activity: Q3 2019 in Review

131 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2019, worth a combined $959M — down 11% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of KB and 15 opened new positions — a net loss of 11 holders — while 45 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was Antipodes Partners, exiting entirely with an estimated $7.97M sold.

  • 131 institutional investors held KB Financial Group (KB) as of Q3 2019, down from 142 in Q2 2019.
  • Funds reported $959M of KB Financial Group stock for Q3 2019, down 11% quarter-over-quarter.
  • 15 funds opened new KB Financial Group positions in Q3 2019 and 26 closed out, a net change of -11 holders.
  • The largest KB Financial Group buyer in Q3 2019 was Morgan Stanley, an estimated $3.25M added.
  • The largest KB Financial Group seller in Q3 2019 was Antipodes Partners, an estimated $7.97M sold.

Based on aggregated 13F filings for Q3 2019.