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KB Financial Group
KB

158 hedge funds and large institutions have $843M invested in KB Financial Group in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $728K

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

5% more capital invested

Capital invested by funds: $800M → $843M (+$42.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.14% less ownership

Funds ownership: 5.76% → 5.63% (-0.14%)

8% less funds holding

Funds holding: 171 → 158 (-13)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
67
Reduced
49
Closed
25
Calls
$2.77M
Puts
$728K
Net Calls
+$2.04M
Net Calls Change
+$8.38M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$7.27M
2
OAG
Orbis Allan Gray
Bermuda
+$6.16M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.62M
4
TSAM
Trinity Street Asset Management
United Kingdom
+$3.53M
5
Bank of America
Bank of America
North Carolina
+$3.09M

Top Sellers

1
BlackRock
BlackRock
New York
-$9.75M
2
RG
Renaissance Group
Kentucky
-$6.48M
3
Franklin Resources
Franklin Resources
California
-$6M
4
AR
Advisory Research
Illinois
-$5.68M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.1M +$99.1K +2,400 +2%
UBS Group
27
UBS Group
Switzerland
$5.07M +$1.76M +42,525 +44%
Marshall Wace
28
Marshall Wace
United Kingdom
$4.21M -$3.5M -84,669 -42%
State Street
29
State Street
Massachusetts
$3.79M +$83.9K +2,033 +2%
AR
30
Advisory Research
Illinois
$3.72M -$5.68M -137,442 -57%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$3.69M -$2.59M -62,735 -38%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.36M -$1.85M -44,883 -33%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$3.27M -$213K -5,155 -5%
Wells Fargo
34
Wells Fargo
California
$3.19M -$45.5K -1,102 -1%
SCM
35
Somerset Capital Management
United Kingdom
$3.05M -$186K -4,500 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.02M -$64.6K -1,564 -2%
Cerity Partners
37
Cerity Partners
New York
$2.84M -$49.3K -1,195 -5%
GHAM
38
Gilman Hill Asset Management
Connecticut
$2.74M +$165K +4,000 +6%
EI
39
Ethic Inc
New York
$2.54M +$6.9K +167 +0.2%
AGA
40
Altrinsic Global Advisors
Connecticut
$2.46M +$56.2K +1,362 +2%
CS
41
Credit Suisse
Switzerland
$2.38M +$529K +12,801 +24%
SEI Investments
42
SEI Investments
Pennsylvania
$2.37M +$15K +363 +0.6%
ERSOT
43
Employees Retirement System of Texas
Texas
$2.17M – – –
NA
44
Nordwand Advisors
Pennsylvania
$2.13M -$2.89M -69,883 -54%
HJIM
45
Henry James International Management
New York
$2.12M +$146K +3,542 +6%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$2.08M +$117K +2,833 +5%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$1.87M -$191K -4,617 -8%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.8M -$101K -2,456 -5%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$1.48M -$99K -2,397 -6%
FTDI
50
First Trust Direct Indexing
Massachusetts
$1.46M +$131K +3,178 +9%
1
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KB Hedge Fund Activity: Q1 2023 in Review

158 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2023, worth a combined $843M — up 5.4% from $800M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KB and 15 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 67 added.

The largest buyer was Goldman Sachs, adding an estimated $7.27M. The largest seller was BlackRock, cutting an estimated $9.75M.

  • 158 institutional investors held KB Financial Group (KB) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $843M of KB Financial Group stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 15 funds opened new KB Financial Group positions in Q1 2023 and 25 closed out, a net change of -10 holders.
  • The largest KB Financial Group buyer in Q1 2023 was Goldman Sachs, an estimated $7.27M added.
  • The largest KB Financial Group seller in Q1 2023 was BlackRock, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2023.