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KB Financial Group

132 hedge funds and large institutions have $659M invested in KB Financial Group in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more call options, than puts

Call options by funds: $52K | Put options by funds: $2K

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

6% more funds holding

Funds holding: 124132 (+8)

0.47% less ownership

Funds ownership: 6.08%5.6% (-0.47%)

4% less capital invested

Capital invested by funds: $687M → $659M (-$28M)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
38
Reduced
46
Closed
17
Calls
$52K
Puts
$2K
Net Calls
+$50K
Net Calls Change
+$510K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$148M -$44.1M -1,612,417 -25%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$111M -$3.95M -144,610 -4%
Lazard Asset Management
3
Lazard Asset Management
New York
$56.4M -$4.1M -150,022 -7%
Northern Trust
4
Northern Trust
Illinois
$38.5M -$6.56M -240,198 -15%
BlackRock
5
BlackRock
New York
$36.8M +$35.1M +1,284,915 +3,491%
TSAM
6
Trinity Street Asset Management
United Kingdom
$29.3M -$11.6M -424,362 -29%
AG
7
Aperio Group
California
$25.8M +$5.33M +194,974 +27%
Morgan Stanley
8
Morgan Stanley
New York
$24.1M -$5.6M -204,945 -19%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$23.6M -$1.45M -53,032 -6%
PPA
10
Parametric Portfolio Associates
Washington
$18.8M -$4.41M -161,297 -19%
Vanguard Group
11
Vanguard Group
Pennsylvania
$17.3M -$5.2M -190,460 -23%
Macquarie Group
12
Macquarie Group
Australia
$10.5M
OAG
13
Orbis Allan Gray
Bermuda
$9M +$58.6K +2,145 +0.7%
RG
14
Renaissance Group
Kentucky
$8.42M -$562K -20,553 -6%
CGH
15
Crossmark Global Holdings
Texas
$7.93M +$6.56M +240,252 +534%
Bank of America
16
Bank of America
North Carolina
$7.91M -$639K -23,372 -8%
Wells Fargo
17
Wells Fargo
California
$7.19M -$1.13M -41,468 -14%
TWI
18
Thomas White International
Illinois
$4.49M -$281K -10,295 -6%
Goldman Sachs
19
Goldman Sachs
New York
$4.15M -$1.27M -46,421 -24%
Royal London Asset Management
20
Royal London Asset Management
United Kingdom
$4.07M +$3.97M +145,110 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$3.34M +$3.02M +110,597 +1,163%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$3.16M +$1.87M +68,576 +152%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$3.04M +$2.81K +103 +0.1%
Federated Hermes
24
Federated Hermes
Pennsylvania
$2.87M -$1.29M -47,376 -31%
State Street
25
State Street
Massachusetts
$2.85M +$120K +4,406 +4%

KB Hedge Fund Activity: Q2 2020 in Review

132 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2020, worth a combined $659M — down 4.1% from $687M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KB positions and 17 closed out — a net gain of 8 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $35.1M. The largest seller was Franklin Resources, cutting an estimated $44.1M.

  • 132 institutional investors held KB Financial Group (KB) as of Q2 2020, up from 124 in Q1 2020.
  • Funds reported $659M of KB Financial Group stock for Q2 2020, down 4.1% quarter-over-quarter.
  • 25 funds opened new KB Financial Group positions in Q2 2020 and 17 closed out, a net change of +8 holders.
  • The largest KB Financial Group buyer in Q2 2020 was BlackRock, an estimated $35.1M added.
  • The largest KB Financial Group seller in Q2 2020 was Franklin Resources, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2020.