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KF

Korea Fund
KF

24 hedge funds and large institutions have $169M invested in Korea Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

26% more funds holding

Funds holding: 19 → 24 (+5)

8% more capital invested

Capital invested by funds: $157M → $169M (+$12.5M)

0.85% more ownership

Funds ownership: 71.86% → 72.71% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$708K
2
CA
Cornerstone Advisors
North Carolina
+$512K
3
COLIM
City of London Investment Management
United Kingdom
+$365K
4
WAM
Wolverine Asset Management
Illinois
+$335K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$314K

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$855K
2
1CP
1607 Capital Partners
Virginia
-$190K
3
UBS Group
UBS Group
Switzerland
-$2.52K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$86.5M +$365K +8,100 +0.4%
Lazard Asset Management
2
Lazard Asset Management
New York
$37.4M -$855K -18,964 -2%
1CP
3
1607 Capital Partners
Virginia
$25.1M -$190K -4,210 -0.8%
Wells Fargo
4
Wells Fargo
California
$12.3M +$708K +15,703 +6%
SO
5
STRS Ohio
Ohio
$1.59M – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.34M +$9.02K +200 +0.7%
WAM
7
Wolverine Asset Management
Illinois
$1.14M +$335K +7,432 +43%
CL
8
CSS LLC
Illinois
$924K – – –
CA
9
Cornerstone Advisors
North Carolina
$764K +$512K +11,356 +219%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$484K – – –
SFS
11
Shaker Financial Services
Virginia
$437K +$188K +4,173 +79%
SKK
12
Shepherd Kaplan Krochuk
Massachusetts
$322K +$314K +6,970 New
SPIA
13
Steward Partners Investment Advisory
New York
$214K +$209K +4,630 New
FFA
14
First Foundation Advisors
California
$208K +$203K +4,501 New
Morgan Stanley
15
Morgan Stanley
New York
$206K +$1.08K +24 +0.5%
Barclays
16
Barclays
United Kingdom
$141K +$117K +2,600 New
Bank of America
17
Bank of America
North Carolina
$93K +$3.97K +88 +5%
WT
18
Whittier Trust
California
$70K – – –
UBS Group
19
UBS Group
Switzerland
$30K -$2.52K -56 -8%
CFFP
20
Center for Financial Planning
Michigan
$23K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$15K +$4.51K +100 +47%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$12K +$12.4K +275 New
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$4K – – –
RE
24
RBC Europe
United Kingdom
$1.2K – – –

KF Hedge Fund Activity: Q2 2021 in Review

24 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Korea Fund (KF) for Q2 2021, worth a combined $169M — up 8% from $157M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new KF positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $708K. The largest seller was Lazard Asset Management, cutting an estimated $855K.

  • 24 institutional investors held Korea Fund (KF) as of Q2 2021, up from 19 in Q1 2021.
  • Funds reported $169M of Korea Fund stock for Q2 2021, up 8% quarter-over-quarter.
  • 5 funds opened new Korea Fund positions in Q2 2021 and 0 closed out, a net change of +5 holders.
  • The largest Korea Fund buyer in Q2 2021 was Wells Fargo, an estimated $708K added.
  • The largest Korea Fund seller in Q2 2021 was Lazard Asset Management, an estimated $855K sold.

Based on aggregated 13F filings for Q2 2021.