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KB Financial Group
KB

225 hedge funds and large institutions have $1.18B invested in KB Financial Group in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

50% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.71M

19% more capital invested

Capital invested by funds: $985M → $1.18B (+$191M)

10% more funds holding

Funds holding: 205 → 225 (+20)

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0.33% less ownership

Funds ownership: 5.9% → 5.57% (-0.33%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
225
Holders Change
+20
Holders Change %
+9.76%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
83
Reduced
79
Closed
14
Calls
$5.57M
Puts
$3.71M
Net Calls
+$1.86M
Net Calls Change
-$1.97M

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$7.57M
2
CCM
Cullen Capital Management
New York
+$5.51M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.96M
4
Polen Capital Management
Polen Capital Management
Florida
+$3.83M
5
Boston Partners
Boston Partners
Massachusetts
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.2M
2
CGH
Crossmark Global Holdings
Texas
-$13.5M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$9.94M
4
BlackRock
BlackRock
New York
-$6.36M
5
Marshall Wace
Marshall Wace
United Kingdom
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
Nordwand Advisors
Pennsylvania
$1.44M -$2.64M -55,904 -67%
Mariner
77
Mariner
Kansas
$1.44M -$124K -2,630 -9%
S
78
SignatureFD
Georgia
$1.43M -$31.8K -673 -2%
QCG
79
Quadrant Capital Group
Ohio
$1.39M -$47.7K -1,010 -4%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$1.35M -$64.6K -1,369 -5%
FTDI
81
First Trust Direct Indexing
Massachusetts
$1.32M -$909K -19,272 -43%
Invesco
82
Invesco
Georgia
$1.31M -$42.3K -896 -3%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.31M -$1.02M -21,649 -46%
LSV Asset Management
84
LSV Asset Management
Illinois
$1.3M -$349K -7,400 -23%
US Bancorp
85
US Bancorp
Minnesota
$1.27M +$143K +3,022 +14%
UBS AM
86
UBS AM
Illinois
$1.25M +$1.14M +24,100 New
DCM
87
DGS Capital Management
New Jersey
$1.22M +$58.6K +1,241 +6%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$1.21M -$13.6K -288 -1%
VSQM
89
V-Square Quantitative Management
Illinois
$1.14M – – –
Stifel Financial
90
Stifel Financial
Missouri
$1.13M -$1.45M -30,736 -59%
Axa
91
Axa
France
$1.11M – – –
CCM
92
Causeway Capital Management
California
$1.1M -$703K -14,903 -41%
BP
93
Ballentine Partners
Massachusetts
$1.07M +$200K +4,238 +26%
CWM
94
Calamos Wealth Management
Illinois
$1.01M +$913K +19,354 New
AIM
95
ARGA Investment Management
Connecticut
$981K – – –
AAM
96
Advisors Asset Management
Colorado
$963K -$417K -8,842 -32%
JP Morgan Chase
97
JP Morgan Chase
New York
$911K +$683K +14,480 +481%
Millennium Management
98
Millennium Management
New York
$893K -$728K -15,417 -47%
CAM
99
Cresset Asset Management
Illinois
$886K +$125K +2,659 +19%
Corient Private Wealth
100
Corient Private Wealth
Florida
$853K -$110K -2,332 -12%
2 3
4
5 6

KB Hedge Fund Activity: Q1 2024 in Review

225 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2024, worth a combined $1.18B — up 19% from $985M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KB positions and 14 closed out — a net gain of 23 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $7.57M. The largest seller was Morgan Stanley, cutting an estimated $49.2M.

  • 225 institutional investors held KB Financial Group (KB) as of Q1 2024, up from 205 in Q4 2023.
  • Funds reported $1.18B of KB Financial Group stock for Q1 2024, up 19% quarter-over-quarter.
  • 37 funds opened new KB Financial Group positions in Q1 2024 and 14 closed out, a net change of +23 holders.
  • The largest KB Financial Group buyer in Q1 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $7.57M added.
  • The largest KB Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2024.