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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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$838K -$63.3K -1,341 -8%
CS
102
Candriam SCA
Luxembourg
$833K +$755K +16,000 New
Renaissance Technologies
103
Renaissance Technologies
New York
$797K -$4.01M -85,000 -85%
SC
104
Solstein Capital
California
$780K +$28.3K +600 +4%
SFA
105
Sequoia Financial Advisors
Ohio
$772K -$15.1K -320 -2%
GT
106
Greenleaf Trust
Michigan
$759K +$2.08K +44 +0.3%
EDRH
107
Edmond de Rothschild Holding
Switzerland
$729K +$661K +14,000 New
TIM
108
Thornburg Investment Management
New Mexico
$724K +$660K +13,997 New
QCM
109
Quantinno Capital Management
New York
$677K +$104K +2,206 +20%
SGI
110
Summit Global Investments
Utah
$670K +$608K +12,876 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$662K -$31.9K -675 -5%
GAM
112
Groupama Asset Management
France
$643K +$93.7K +1,986 +19%
BFG
113
Bleakley Financial Group
New Jersey
$625K +$43.1K +913 +8%
SW
114
Simplicity Wealth
New Jersey
$622K +$564K +11,951 New
QCM
115
QRG Capital Management
Illinois
$598K -$22.3K -473 -4%
EGM
116
Engineers Gate Manager
New York
$593K +$105K +2,226 +24%
ACA
117
Atlas Capital Advisors
Wyoming
$584K +$52K +1,102 +11%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$584K +$233K +4,928 +78%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$582K +$10.7K +227 +2%
PCM
120
Prelude Capital Management
New York
$573K +$519K +11,000 New
WFI
121
West Family Investments
California
$559K – – –
Ameriprise
122
Ameriprise
Minnesota
$553K +$4.86K +103 +1%
GC
123
Guggenheim Capital
Illinois
$548K +$497K +10,531 New
DekaBank Deutsche Girozentrale
124
DekaBank Deutsche Girozentrale
Germany
$547K – – –
PA
125
Parallel Advisors
California
$518K +$143K +3,037 +44%
3 4
5
6 7

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.