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KB Financial Group
KB

143 hedge funds and large institutions have $940M invested in KB Financial Group in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

55% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.81M

26% more capital invested

Capital invested by funds: $746M → $940M (+$194M)

13% more funds holding

Funds holding: 127 → 143 (+16)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0.12% more ownership

Funds ownership: 5.59% → 5.71% (+0.12%)

Holders
143
Holders Change
+16
Holders Change %
+12.6%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
45
Reduced
41
Closed
14
Calls
$2.79M
Puts
$1.81M
Net Calls
+$986K
Net Calls Change
+$62K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$30.4M
2
TSAM
Trinity Street Asset Management
United Kingdom
+$25.1M
3
AR
Advisory Research
Illinois
+$17M
4
DWA
Dorsey Wright & Associates
California
+$3.56M
5
SCM
Somerset Capital Management
United Kingdom
+$2.97M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$36.9M
2
BlackRock
BlackRock
New York
-$20.3M
3
Lazard Asset Management
Lazard Asset Management
New York
-$7.83M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.74M
5
Bank of America
Bank of America
North Carolina
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$156M -$28.5K -728 -0%
Franklin Resources
2
Franklin Resources
California
$138M -$36.9M -943,980 -21%
Northern Trust
3
Northern Trust
Illinois
$77.4M -$503K -12,852 -0.7%
Lazard Asset Management
4
Lazard Asset Management
New York
$67.8M -$7.83M -199,966 -10%
TSAM
5
Trinity Street Asset Management
United Kingdom
$66.3M +$25.1M +641,356 +62%
AG
6
Aperio Group
California
$46.2M +$2.14M +54,757 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$32.5M +$30.4M +776,952 +1,753%
BlackRock
8
BlackRock
New York
$30M -$20.3M -518,136 -41%
Morgan Stanley
9
Morgan Stanley
New York
$28M -$2.61M -66,669 -9%
PPA
10
Parametric Portfolio Associates
Washington
$23.8M -$733K -18,733 -3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$23M -$3.74M -95,576 -14%
Vanguard Group
12
Vanguard Group
Pennsylvania
$22.5M -$1.18M -30,148 -5%
AR
13
Advisory Research
Illinois
$17.2M +$17M +433,232 New
Bank of America
14
Bank of America
North Carolina
$14.6M -$2.73M -69,688 -16%
Macquarie Group
15
Macquarie Group
Australia
$13.2M – – –
OAG
16
Orbis Allan Gray
Bermuda
$12.8M – – –
RG
17
Renaissance Group
Kentucky
$10.6M -$376K -9,602 -3%
CGH
18
Crossmark Global Holdings
Texas
$10.4M -$590K -15,074 -5%
SGA
19
Strategic Global Advisors
California
$9.77M +$146K +3,731 +2%
TWI
20
Thomas White International
Illinois
$8.33M +$1.07M +27,298 +15%
Wells Fargo
21
Wells Fargo
California
$7.26M -$1.27M -32,401 -15%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$6.84M +$941K +24,035 +16%
Goldman Sachs
23
Goldman Sachs
New York
$6.5M -$2.27M -57,896 -26%
State Street
24
State Street
Massachusetts
$5.76M +$974K +24,889 +21%
SEI Investments
25
SEI Investments
Pennsylvania
$5.07M – – –
1
2 3 4 5

KB Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2020, worth a combined $940M — up 26% from $746M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KB positions and 14 closed out — a net gain of 18 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.4M. The largest seller was Franklin Resources, cutting an estimated $36.9M.

  • 143 institutional investors held KB Financial Group (KB) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $940M of KB Financial Group stock for Q4 2020, up 26% quarter-over-quarter.
  • 32 funds opened new KB Financial Group positions in Q4 2020 and 14 closed out, a net change of +18 holders.
  • The largest KB Financial Group buyer in Q4 2020 was AllianceBernstein, an estimated $30.4M added.
  • The largest KB Financial Group seller in Q4 2020 was Franklin Resources, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2020.