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KB Financial Group

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: 205225 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Caprock Group
Idaho
$508K -$38.3K -811 -8%
CIS
127
Custom Index Systems
New York
$500K +$453K +9,596 New
Squarepoint
128
Squarepoint
New York
$478K +$433K +9,171 New
QT
129
Quantbot Technologies
New York
$468K +$112K +2,378 +36%
KOCAA
130
Knights of Columbus Asset Advisors
Connecticut
$463K -$47.8K -1,013 -10%
GSC
131
Grey Street Capital
Illinois
$460K +$404K +8,560 New
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$458K -$505K -10,700 -55%
AFG
133
Atomi Financial Group
New York
$454K +$29.5K +625 +8%
PP
134
PDS Planning
Ohio
$443K -$12.6K -267 -3%
TWC
135
TD Waterhouse Canada
Ontario, Canada
$414K +$31.7K +672 +9%
HEIP
136
Hudson Edge Investment Partners
New Jersey
$412K -$1.32K -28 -0.4%
AC
137
AXQ Capital
New Jersey
$412K +$47.7K +1,011 +15%
YIH
138
Y-Intercept (HK)
Hong Kong
$408K +$370K +7,839 New
BCM
139
Barometer Capital Management
Ontario, Canada
$402K +$214K +4,543 +157%
SIA
140
Schechter Investment Advisors
Michigan
$380K +$16.1K +341 +5%
PA
141
Profund Advisors
Maryland
$370K +$26.5K +561 +9%
CP
142
Canopy Partners
Ohio
$367K +$30K +635 +10%
PWPS
143
Pinnacle Wealth Planning Services
Ohio
$361K +$25.5K +541 +8%
YCM
144
Yousif Capital Management
Michigan
$359K
BCI
145
Brinker Capital Investments
Pennsylvania
$349K +$142 +3 +0%
OPS
146
Orion Portfolio Solutions
Nebraska
$349K +$142 +3 +0%
EWA
147
EverSource Wealth Advisors
Alabama
$340K +$24.1K +510 +9%
FCI
148
Financial Counselors Inc
Kansas
$332K
UCFA
149
United Capital Financial Advisors
Texas
$330K -$4.86K -103 -2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$326K -$16.9K -358 -5%

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.