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KB Financial Group
KB

Overview Fund Activity

158 hedge funds and large institutions have $843M invested in KB Financial Group in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
67
Reduced
49
Closed
25
Calls
$2.77M
Puts
$728K
Net Calls
+$2.04M
Net Calls Change
+$8.38M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$15.6M
2
OAG
Orbis Allan Gray
Bermuda
$31.2M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
$72.7M
4
TSAM
Trinity Street Asset Management
United Kingdom
$78M
5
Bank of America
Bank of America
North Carolina
$11.8M

Top Sellers

1
BlackRock
BlackRock
New York
$65.1M
2
RG
Renaissance Group
Kentucky
$0
3
Franklin Resources
Franklin Resources
California
$22M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$14.4M
5
AR
Advisory Research
Illinois
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EverSource Wealth Advisors
Alabama
$49K -$80.5K -2,209 -62%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$43.4K +$1.89K +52 +5%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$41.8K +$5.46K +150 +15%
HNB
129
Huntington National Bank
Ohio
$33.1K +$6.34K +174 +24%
GWS
130
Glassman Wealth Services
Virginia
$32.5K +$364 +10 +1%
CFGS
131
Concourse Financial Group Securities
Alabama
$25.5K -$6.85K -188 -21%
AF
132
Allworth Financial
California
$25.4K +$11.3K +309 +80%
PPC
133
Park Place Capital
Alabama
$17.6K -$1.89K -52 -10%
AF
134
Advisornet Financial
Minnesota
$17.5K – – –
MIM
135
Macroview Investment Management
Maryland
$16.8K – – –
JWA
136
JFS Wealth Advisors
Pennsylvania
$15.2K +$1.2K +33 +9%
PAM
137
Paradigm Asset Management
New York
$14.6K – – –
SSC
138
Syverson Strege & Co
Iowa
$11.9K +$11.9K +326 New
EBA
139
Eagle Bay Advisors
New York
$10.2K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$10K – – –
JWM
141
Janiczek Wealth Management
Colorado
$8.31K -$519 -14 -6%
SC
142
Schubert & Co
Texas
$7.14K +$4.44K +122 +165%
LCM
143
Logan Capital Management
Pennsylvania
$6.81K – – –
ASN
144
Advisory Services Network
Georgia
$6.7K +$4.01K +110 +149%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$5.79K – – –
BIA
146
Bell Investment Advisors
California
$5.14K -$3.57K -98 -41%
FGAM
147
Financial Gravity Asset Management
Texas
$4.33K -$361 -3 -8%
JIR
148
James Investment Research
Ohio
$3K – – –
CAM
149
ClariVest Asset Management
California
$3K +$3K +88 New
HCP
150
Hexagon Capital Partners
Arkansas
$2.77K -$15.3K -421 -85%
4 5
6
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