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KB Financial Group
KB

175 hedge funds and large institutions have $929M invested in KB Financial Group in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,476% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $55K

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

11% more funds holding

Funds holding: 158 → 175 (+17)

10% more capital invested

Capital invested by funds: $843M → $929M (+$86.2M)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

0.68% more ownership

Funds ownership: 5.63% → 6.31% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
59
Reduced
56
Closed
11
Calls
$3.62M
Puts
$55K
Net Calls
+$3.56M
Net Calls Change
+$1.52M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$48.4M
2
BlackRock
BlackRock
New York
+$23.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.07M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$5.17M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.81M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.31M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$5.42M
3
Bank of America
Bank of America
North Carolina
-$5.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.25M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.75M -$5.1M -138,287 -43%
Fidelity International
27
Fidelity International
Bermuda
$6.35M -$1.04M -28,125 -14%
AR
28
Advisory Research
Illinois
$5.33M +$1.64M +44,368 +43%
UBS Group
29
UBS Group
Switzerland
$4.93M -$144K -3,891 -3%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$3.93M +$3.98M +107,885 New
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.43M -$1.68M -45,600 -33%
FA
32
FDx Advisors
Illinois
$3.21M +$2.47M +67,079 +316%
NA
33
Nordwand Advisors
Pennsylvania
$3.19M +$1.08M +29,163 +50%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.16M -$206K -5,591 -6%
Wells Fargo
35
Wells Fargo
California
$3.09M -$103K -2,792 -3%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$3.06M -$217K -5,872 -7%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$3.02M -$670K -18,158 -18%
SCM
38
Somerset Capital Management
United Kingdom
$2.98M -$62.7K -1,700 -2%
CGPCS
39
Capital Group Private Client Services
California
$2.92M +$2.96M +80,285 New
GHAM
40
Gilman Hill Asset Management
Connecticut
$2.87M +$136K +3,675 +5%
AGA
41
Altrinsic Global Advisors
Connecticut
$2.77M +$320K +8,682 +13%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$2.58M +$716K +19,403 +38%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$2.42M +$351K +9,508 +17%
SEI Investments
44
SEI Investments
Pennsylvania
$2.39M +$20.7K +561 +0.9%
EI
45
Ethic Inc
New York
$2.37M -$168K -4,549 -7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.32M +$2.23M +60,449 New
CSS
47
Cubist Systematic Strategies
Connecticut
$2.18M +$2.2M +59,762 New
ERSOT
48
Employees Retirement System of Texas
Texas
$2.17M – – –
HJIM
49
Henry James International Management
New York
$1.99M -$127K -3,452 -6%
CS
50
Credit Suisse
Switzerland
$1.94M -$441K -11,970 -18%
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KB Hedge Fund Activity: Q2 2023 in Review

175 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q2 2023, worth a combined $929M — up 10% from $843M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KB positions and 11 closed out — a net gain of 17 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $48.4M. The largest seller was Goldman Sachs, cutting an estimated $7.31M.

  • 175 institutional investors held KB Financial Group (KB) as of Q2 2023, up from 158 in Q1 2023.
  • Funds reported $929M of KB Financial Group stock for Q2 2023, up 10% quarter-over-quarter.
  • 28 funds opened new KB Financial Group positions in Q2 2023 and 11 closed out, a net change of +17 holders.
  • The largest KB Financial Group buyer in Q2 2023 was Lazard Asset Management, an estimated $48.4M added.
  • The largest KB Financial Group seller in Q2 2023 was Goldman Sachs, an estimated $7.31M sold.

Based on aggregated 13F filings for Q2 2023.