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KB Financial Group

169 hedge funds and large institutions have $1.1B invested in KB Financial Group in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58,722% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $9K

33% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 51

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

2% more funds holding

Funds holding: 165169 (+4)

1% more capital invested

Capital invested by funds: $1.09B → $1.1B (+$10.1M)

0.06% more ownership

Funds ownership: 5.29%5.35% (+0.06%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
29
Increased
68
Reduced
51
Closed
23
Calls
$5.29M
Puts
$9K
Net Calls
+$5.29M
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$182M -$4.87M -97,568 -3%
Lazard Asset Management
2
Lazard Asset Management
New York
$96.2M +$15.2M +304,159 +18%
Northern Trust
3
Northern Trust
Illinois
$87.8M -$9.8M -196,332 -10%
TSAM
4
Trinity Street Asset Management
United Kingdom
$82.1M -$1.32M -26,409 -2%
BlackRock
5
BlackRock
New York
$71.7M +$8.27M +165,584 +13%
Franklin Resources
6
Franklin Resources
California
$58.6M -$2.08M -41,747 -3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$39.4M +$1.89M +37,850 +5%
CCMG
8
Clark Capital Management Group
Pennsylvania
$37.3M +$4.72M +94,634 +14%
PPA
9
Parametric Portfolio Associates
Washington
$34.2M +$2.91M +58,347 +9%
Vanguard Group
10
Vanguard Group
Pennsylvania
$30.2M +$2.47M +49,526 +9%
Bank of America
11
Bank of America
North Carolina
$27.7M +$9.2M +184,213 +49%
TAM
12
Todd Asset Management
Kentucky
$17M +$7.68M +153,804 +81%
Morgan Stanley
13
Morgan Stanley
New York
$17M -$9.25M -185,372 -35%
Royal London Asset Management
14
Royal London Asset Management
United Kingdom
$16.7M +$10.8M +215,769 +175%
Fidelity International
15
Fidelity International
Bermuda
$15.8M +$518K +10,381 +3%
Macquarie Group
16
Macquarie Group
Australia
$15.3M
AR
17
Advisory Research
Illinois
$13.3M +$2.71M +54,376 +25%
TWI
18
Thomas White International
Illinois
$11.8M +$810K +16,224 +7%
RG
19
Renaissance Group
Kentucky
$11.4M -$1.32M -26,425 -10%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$10.3M +$1.44M +28,839 +16%
SGA
21
Strategic Global Advisors
California
$9.79M -$106K -2,130 -1%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$9.51M +$2.62M +52,523 +43%
TRSOTSOK
23
Teachers Retirement System of the State of Kentucky
Kentucky
$9.42M +$4.19M +84,000 +79%
AGA
24
Altrinsic Global Advisors
Connecticut
$9.19M +$5.63M +112,798 +153%
OAG
25
Orbis Allan Gray
Bermuda
$8.99M -$4.7M -94,084 -34%

KB Hedge Fund Activity: Q2 2021 in Review

169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2021, worth a combined $1.1B — up 0.93% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KB positions and 23 closed out — a net gain of 6 holders — while 68 added to existing stakes and 51 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $15.2M. The largest seller was Goldman Sachs, cutting an estimated $11M.

  • 169 institutional investors held KB Financial Group (KB) as of Q2 2021, up from 165 in Q1 2021.
  • Funds reported $1.1B of KB Financial Group stock for Q2 2021, up 0.93% quarter-over-quarter.
  • 29 funds opened new KB Financial Group positions in Q2 2021 and 23 closed out, a net change of +6 holders.
  • The largest KB Financial Group buyer in Q2 2021 was Lazard Asset Management, an estimated $15.2M added.
  • The largest KB Financial Group seller in Q2 2021 was Goldman Sachs, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2021.