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KB Financial Group
KB

Overview Fund Activity

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
Holders
225
Holders Change
+20
Holders Change %
+9.76%
% of All Funds
3.26%
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)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.7M
2
SAG
2
SageView Advisory Group
California
$7.36M
3
CCM
3
Cullen Capital Management
New York
$6.07M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.59M
5
Polen Capital Management
5
Polen Capital Management
Florida
$4.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.3M
2
CGH
2
Crossmark Global Holdings
Texas
$2M
3
Royal London Asset Management
3
Royal London Asset Management
United Kingdom
$47.9M
4
BlackRock
4
BlackRock
New York
$85.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Caprock Group
Idaho
$508K -$43.2K -811 -8%
CIS
127
Custom Index Systems
New York
$500K +$500K +9,596 New
Squarepoint
128
Squarepoint
New York
$478K +$478K +9,171 New
QT
129
Quantbot Technologies
New York
$468K +$124K +2,378 +36%
KOCAA
130
Knights of Columbus Asset Advisors
Connecticut
$463K -$52.7K -1,013 -10%
GSC
131
Grey Street Capital
Illinois
$460K +$460K +8,560 New
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$458K -$557K -10,700 -55%
AFG
133
Atomi Financial Group
New York
$454K +$32.5K +625 +8%
PP
134
PDS Planning
Ohio
$443K -$13.9K -267 -3%
TWC
135
TD Waterhouse Canada
Ontario, Canada
$414K +$34K +672 +9%
HEIP
136
Hudson Edge Investment Partners
New Jersey
$412K -$1.46K -28 -0.4%
AC
137
AXQ Capital
New Jersey
$412K +$52.6K +1,011 +15%
YIH
138
Y-Intercept (HK)
Hong Kong
$408K +$408K +7,839 New
BCM
139
Barometer Capital Management
Ontario, Canada
$402K +$245K +4,543 +157%
SIA
140
Schechter Investment Advisors
Michigan
$380K +$17.8K +341 +5%
PA
141
Profund Advisors
Maryland
$370K +$29.2K +561 +9%
CP
142
Canopy Partners
Ohio
$367K +$33.1K +635 +10%
PWPS
143
Pinnacle Wealth Planning Services
Ohio
$361K +$28.2K +541 +8%
YCM
144
Yousif Capital Management
Michigan
$359K – – –
OPS
145
Orion Portfolio Solutions
Nebraska
$349K +$156 +3 +0%
BCI
146
Brinker Capital Investments
Pennsylvania
$349K +$156 +3 +0%
EWA
147
EverSource Wealth Advisors
Alabama
$340K +$27.5K +510 +9%
FCI
148
Financial Counselors Inc
Kansas
$332K – – –
UCFA
149
United Capital Financial Advisors
Texas
$330K -$5.36K -103 -2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$326K -$18.7K -358 -5%
4 5
6
7 8