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KB Financial Group
KB

130 hedge funds and large institutions have $1.08B invested in KB Financial Group in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $959M → $1.08B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

0.14% less ownership

Funds ownership: 6.42% → 6.28% (-0.14%)

1% less funds holding

Funds holding: 131 → 130 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $207K

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
34
Closed
17
Calls
–
Puts
$207K
Net Calls
-$207K
Net Calls Change
-$210K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.5M
2
AG
Aperio Group
California
+$3.97M
3
PPA
Parametric Portfolio Associates
Washington
+$2.84M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$2.68M
5
MWNA
Marshall Wace North America
New York
+$2.09M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$15.6M
2
CS
Credit Suisse
Switzerland
-$12.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.99M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$331M -$15.6M -408,020 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$179M -$4.38M -114,513 -3%
Lazard Asset Management
3
Lazard Asset Management
New York
$93M -$3.64M -95,289 -4%
Northern Trust
4
Northern Trust
Illinois
$67M +$138K +3,614 +0.2%
TSAM
5
Trinity Street Asset Management
United Kingdom
$54.3M +$1.59M +41,621 +3%
Morgan Stanley
6
Morgan Stanley
New York
$38.5M +$5.5M +143,846 +18%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$36.1M -$3.99M -104,413 -11%
Vanguard Group
8
Vanguard Group
Pennsylvania
$33.8M -$3.5M -91,572 -10%
AG
9
Aperio Group
California
$33.8M +$3.97M +103,831 +15%
PPA
10
Parametric Portfolio Associates
Washington
$29.4M +$2.84M +74,332 +12%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$20.3M – – –
Macquarie Group
12
Macquarie Group
Australia
$18.7M – – –
Bank of America
13
Bank of America
North Carolina
$11.5M +$1.87M +48,922 +21%
CS
14
Credit Suisse
Switzerland
$7.83M -$12.6M -328,934 -63%
OAG
15
Orbis Allan Gray
Bermuda
$7.64M -$133K -3,467 -2%
TWI
16
Thomas White International
Illinois
$7.44M -$481K -12,585 -7%
Wells Fargo
17
Wells Fargo
California
$7.09M -$971K -25,383 -13%
Goldman Sachs
18
Goldman Sachs
New York
$6.93M +$1.01M +26,356 +19%
Federated Hermes
19
Federated Hermes
Pennsylvania
$6.23M -$1.13M -29,528 -16%
SEI Investments
20
SEI Investments
Pennsylvania
$5.67M – – –
Wellington Management Group
21
Wellington Management Group
Massachusetts
$4.31M -$126K -3,307 -3%
ERSOT
22
Employees Retirement System of Texas
Texas
$4.1M – – –
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$4M +$308K +8,057 +9%
UBS Group
24
UBS Group
Switzerland
$3.92M +$95.4K +2,495 +3%
State Street
25
State Street
Massachusetts
$3.85M -$344K -9,004 -9%
1
2 3 4 5

KB Hedge Fund Activity: Q4 2019 in Review

130 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2019, worth a combined $1.08B — up 13% from $959M a quarter earlier.

Fund positioning in KB was balanced in Q4 2019: 17 funds opened new positions, 17 closed out, 50 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.5M. The largest seller was Franklin Resources, cutting an estimated $15.6M.

  • 130 institutional investors held KB Financial Group (KB) as of Q4 2019, down from 131 in Q3 2019.
  • Funds reported $1.08B of KB Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 17 funds opened new KB Financial Group positions in Q4 2019 and 17 closed out, a net change of 0 holders.
  • The largest KB Financial Group buyer in Q4 2019 was Morgan Stanley, an estimated $5.5M added.
  • The largest KB Financial Group seller in Q4 2019 was Franklin Resources, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2019.