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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
Natixis Advisors
51
Natixis Advisors
Massachusetts
$1.89M +$413K +11,193 +27%
State Street
52
State Street
Massachusetts
$1.77M -$2.05M -55,451 -53%
FTDI
53
First Trust Direct Indexing
Massachusetts
$1.76M +$303K +8,214 +20%
Capital International Investors
54
Capital International Investors
California
$1.74M +$1.77M +47,931 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.74M -$57.7K -1,565 -3%
VPIM
56
Vanguard Personalized Indexing Management
California
$1.54M +$329K +8,910 +27%
Creative Planning
57
Creative Planning
Kansas
$1.35M +$170K +4,597 +14%
CII
58
Capital International Inc
California
$1.34M +$1.36M +36,787 New
Pzena Investment Management
59
Pzena Investment Management
New York
$1.25M -$24.7K -671 -2%
Boston Partners
60
Boston Partners
Massachusetts
$1.23M – – –
Stifel Financial
61
Stifel Financial
Missouri
$1.19M +$5.83K +158 +0.5%
Citadel Advisors
62
Citadel Advisors
Florida
$1.16M +$1.17M +31,801 New
S
63
SignatureFD
Georgia
$990K -$22.9K -621 -2%
AAM
64
Advisors Asset Management
Colorado
$980K +$80.2K +2,174 +9%
CCM
65
Causeway Capital Management
California
$958K – – –
PCM
66
Prelude Capital Management
New York
$904K -$65.9K -1,788 -7%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$895K +$45.7K +1,240 +5%
VIA
68
Vident Investment Advisory
Georgia
$891K +$301K +8,158 +50%
API
69
Advisor Partners II
California
$888K -$959 -26 -0.1%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$879K -$17.4K -471 -2%
QCG
71
Quadrant Capital Group
Ohio
$826K -$16.6K -451 -2%
TI
72
Trexquant Investment
Connecticut
$818K +$365K +9,901 +79%
Mariner
73
Mariner
Kansas
$817K +$148K +4,011 +22%
Cerity Partners
74
Cerity Partners
New York
$807K +$54.1K +1,467 +7%
RWM
75
Ritholtz Wealth Management
New York
$801K +$133K +3,613 +20%
1 2
3
4 5

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.