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KB Financial Group

183 hedge funds and large institutions have $961M invested in KB Financial Group in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $1.3M

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 175183 (+8)

3% more capital invested

Capital invested by funds: $929M → $961M (+$31.8M)

0.53% less ownership

Funds ownership: 6.31%5.78% (-0.53%)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
83
Reduced
45
Closed
12
Calls
$4.97M
Puts
$1.3M
Net Calls
+$3.66M
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$8.53M +$8.04M +202,876 +4,504%
Amundi
27
Amundi
France
$7.48M -$728K -18,374 -9%
Bank of America
28
Bank of America
North Carolina
$7.24M -$377K -9,511 -5%
AR
29
Advisory Research
Illinois
$7.05M +$991K +25,012 +17%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$6.43M +$2.76M +69,608 +80%
RJA
31
Raymond James & Associates
Florida
$6.02M +$5.81M +146,558 New
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$5.67M +$2.17M +54,821 +66%
UBS Group
33
UBS Group
Switzerland
$5.47M -$93.2K -2,351 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.97M +$1.05M +26,584 +28%
AGA
35
Altrinsic Global Advisors
Connecticut
$4.6M +$1.41M +35,692 +47%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$4.55M +$1.58M +39,854 +56%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.45M +$13.2K +334 +0.3%
CS
38
Credit Suisse
Switzerland
$4.29M +$2.02M +50,900 +95%
Wells Fargo
39
Wells Fargo
California
$3.79M +$291K +7,343 +9%
Invesco
40
Invesco
Georgia
$3.5M +$2.63M +66,272 +352%
NA
41
Nordwand Advisors
Pennsylvania
$3.44M -$157K -3,973 -5%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$3.39M -$60.7K -1,532 -2%
SCM
43
Somerset Capital Management
United Kingdom
$3.36M
GHAM
44
Gilman Hill Asset Management
Connecticut
$3.28M +$34.7K +875 +1%
CGPCS
45
Capital Group Private Client Services
California
$3.21M -$89.7K -2,263 -3%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.15M +$531K +13,410 +22%
EI
47
Ethic Inc
New York
$2.95M +$264K +6,669 +10%
CAMG
48
CWA Asset Management Group
Florida
$2.77M +$2.67M +67,384 New
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$2.75M +$13.1K +330 +0.5%
SEI Investments
50
SEI Investments
Pennsylvania
$2.74M +$31K +782 +1%

KB Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2023, worth a combined $961M — up 3.4% from $929M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KB positions and 12 closed out — a net gain of 9 holders — while 83 added to existing stakes and 45 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $8.04M. The largest seller was Lazard Asset Management, cutting an estimated $51.1M.

  • 183 institutional investors held KB Financial Group (KB) as of Q3 2023, up from 175 in Q2 2023.
  • Funds reported $961M of KB Financial Group stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 21 funds opened new KB Financial Group positions in Q3 2023 and 12 closed out, a net change of +9 holders.
  • The largest KB Financial Group buyer in Q3 2023 was Russell Investments Group, an estimated $8.04M added.
  • The largest KB Financial Group seller in Q3 2023 was Lazard Asset Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q3 2023.