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KB Financial Group
KB

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: 3 → 4 (+1)

5% more funds holding

Funds holding: 175 → 183 (+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

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$8.04M
2
Capital International Investors
Capital International Investors
California
+$6.48M
3
RJA
Raymond James & Associates
Florida
+$5.81M
4
TAM
Todd Asset Management
Kentucky
+$4.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$51.1M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$43.1M
3
BlackRock
BlackRock
New York
-$25M
4
Fidelity International
Fidelity International
Bermuda
-$6.35M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
VPIM
51
Vanguard Personalized Indexing Management
California
$2.68M +$912K +23,016 +55%
ERSOT
52
Employees Retirement System of Texas
Texas
$2.45M – – –
HJIM
53
Henry James International Management
New York
$2.45M +$192K +4,846 +9%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$2.3M +$163K +4,124 +8%
FTDI
55
First Trust Direct Indexing
Massachusetts
$2.09M +$93.7K +2,365 +5%
Citigroup
56
Citigroup
New York
$2.04M +$1.25M +31,622 +175%
Stifel Financial
57
Stifel Financial
Missouri
$1.97M +$595K +15,013 +46%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.96M -$5.07K -128 -0.3%
Citadel Advisors
59
Citadel Advisors
Florida
$1.84M +$518K +13,064 +41%
Creative Planning
60
Creative Planning
Kansas
$1.77M +$240K +6,060 +16%
Millennium Management
61
Millennium Management
New York
$1.7M +$1.09M +27,427 +197%
RWM
62
Ritholtz Wealth Management
New York
$1.58M +$652K +16,446 +75%
CII
63
Capital International Inc
California
$1.49M -$19.3K -488 -1%
VA
64
Vident Advisory
Georgia
$1.48M +$1.43M +36,081 New
Pzena Investment Management
65
Pzena Investment Management
New York
$1.41M – – –
Boston Partners
66
Boston Partners
Massachusetts
$1.39M – – –
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.34M +$836K +21,094 +185%
Mariner
68
Mariner
Kansas
$1.18M +$249K +6,273 +28%
S
69
SignatureFD
Georgia
$1.18M +$60.2K +1,520 +6%
API
70
Advisor Partners II
California
$1.18M +$171K +4,310 +18%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$1.15M +$150K +3,785 +16%
AAM
72
Advisors Asset Management
Colorado
$1.14M +$34.3K +865 +3%
QCG
73
Quadrant Capital Group
Ohio
$1.12M +$182K +4,595 +20%
CCM
74
Causeway Capital Management
California
$1.08M – – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1M -$5.63K -142 -0.6%
1 2
3
4 5

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.