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KB Financial Group
KB

127 hedge funds and large institutions have $746M invested in KB Financial Group in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $552K

13% more capital invested

Capital invested by funds: $659M → $746M (+$87.1M)

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

0.01% less ownership

Funds ownership: 5.6% → 5.59% (-0.01%)

4% less funds holding

Funds holding: 132 → 127 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
46
Reduced
41
Closed
17
Calls
$1.48M
Puts
$552K
Net Calls
+$924K
Net Calls Change
+$874K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$18.1M
2
SGA
Strategic Global Advisors
California
+$7.27M
3
AG
Aperio Group
California
+$5.72M
4
Bank of America
Bank of America
North Carolina
+$4.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.26M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.37M
3
Lazard Asset Management
Lazard Asset Management
New York
-$3.59M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.9M
5
Morgan Stanley
Morgan Stanley
New York
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$142M -$15M -484,032 -10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$127M -$930K -30,018 -0.8%
Northern Trust
3
Northern Trust
Illinois
$63.2M +$18.1M +584,662 +42%
Lazard Asset Management
4
Lazard Asset Management
New York
$61.4M -$3.59M -115,809 -6%
BlackRock
5
BlackRock
New York
$41M -$1.4M -45,271 -3%
AG
6
Aperio Group
California
$35.7M +$5.72M +184,533 +20%
TSAM
7
Trinity Street Asset Management
United Kingdom
$33.2M -$656K -21,175 -2%
Morgan Stanley
8
Morgan Stanley
New York
$24.8M -$2.83M -91,287 -11%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$21.7M -$5.37M -173,236 -20%
PPA
10
Parametric Portfolio Associates
Washington
$19.9M -$1.68M -54,091 -8%
Vanguard Group
11
Vanguard Group
Pennsylvania
$19.2M -$776K -25,040 -4%
Bank of America
12
Bank of America
North Carolina
$14.1M +$4.75M +153,182 +54%
Macquarie Group
13
Macquarie Group
Australia
$10.7M -$1.3M -41,999 -11%
OAG
14
Orbis Allan Gray
Bermuda
$10.4M -$7.65K -247 -0.1%
CGH
15
Crossmark Global Holdings
Texas
$8.91M -$240K -7,735 -3%
RG
16
Renaissance Group
Kentucky
$8.89M -$802K -25,893 -9%
SGA
17
Strategic Global Advisors
California
$7.81M +$7.27M +234,573 +2,760%
Goldman Sachs
18
Goldman Sachs
New York
$7.13M +$2.26M +72,957 +49%
Wells Fargo
19
Wells Fargo
California
$6.93M -$1.32M -42,712 -17%
TWI
20
Thomas White International
Illinois
$5.88M +$667K +21,522 +13%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$4.78M +$1.09M +35,030 +31%
SEI Investments
22
SEI Investments
Pennsylvania
$4.12M +$849K +27,420 +27%
State Street
23
State Street
Massachusetts
$3.87M +$558K +17,998 +18%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$3.58M +$71.7K +2,316 +2%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$3.44M -$408K -13,167 -11%
1
2 3 4 5

KB Hedge Fund Activity: Q3 2020 in Review

127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2020, worth a combined $746M — up 13% from $659M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KB and 13 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 46 added.

The largest buyer was Northern Trust, adding an estimated $18.1M. The largest seller was Franklin Resources, cutting an estimated $15M.

  • 127 institutional investors held KB Financial Group (KB) as of Q3 2020, down from 132 in Q2 2020.
  • Funds reported $746M of KB Financial Group stock for Q3 2020, up 13% quarter-over-quarter.
  • 13 funds opened new KB Financial Group positions in Q3 2020 and 17 closed out, a net change of -4 holders.
  • The largest KB Financial Group buyer in Q3 2020 was Northern Trust, an estimated $18.1M added.
  • The largest KB Financial Group seller in Q3 2020 was Franklin Resources, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.