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KB Financial Group
KB

185 hedge funds and large institutions have $1.05B invested in KB Financial Group in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

902% more call options, than puts

Call options by funds: $9.78M | Put options by funds: $976K

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

14% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 56

6% more funds holding

Funds holding: 175 → 185 (+10)

6% more capital invested

Capital invested by funds: $998M → $1.05B (+$56.4M)

0.14% more ownership

Funds ownership: 5.16% → 5.31% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
185
Holders Change
+10
Holders Change %
+5.71%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
64
Reduced
56
Closed
23
Calls
$9.78M
Puts
$976K
Net Calls
+$8.8M
Net Calls Change
+$2.24M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$13.8M
2
CS
Credit Suisse
Switzerland
+$11.3M
3
AWA
Aaron Wealth Advisors
Illinois
+$5.94M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.29M
5
Jane Street
Jane Street
New York
+$4.56M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.53M
2
Bank of America
Bank of America
North Carolina
-$7.28M
3
TSAM
Trinity Street Asset Management
United Kingdom
-$7.21M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$3.97M
5
Northern Trust
Northern Trust
Illinois
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$30K +$9.19K +186 +44%
JWA
152
JFS Wealth Advisors
Pennsylvania
$29K +$22.2K +450 +317%
GWS
153
Glassman Wealth Services
Virginia
$28K -$6.37K -129 -19%
ST
154
Smithfield Trust
Pennsylvania
$22K – – –
MIM
155
Macroview Investment Management
Maryland
$21K – – –
AssetMark Inc
156
AssetMark Inc
California
$18K +$4.45K +90 +33%
Macquarie Group
157
Macquarie Group
Australia
$15.1K – – –
BFC
158
Bedel Financial Consulting
Indiana
$15K – – –
T
159
TCWP
Ohio
$15K +$15.2K +308 New
JWM
160
Janiczek Wealth Management
Colorado
$13K – – –
PCG
161
Private Capital Group
Connecticut
$13K +$4.55K +92 +53%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$3.16K -64 -21%
LWP
163
Laurel Wealth Planning
Minnesota
$12K – – –
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
FRA
165
Front Row Advisors
California
$10K – – –
Federated Hermes
166
Federated Hermes
Pennsylvania
$9K +$8.7K +176 New
GRP
167
Global Retirement Partners
California
$8K +$8.55K +173 New
FGAM
168
Financial Gravity Asset Management
Texas
$7.81K -$64.5K -1,306 -40%
BA
169
Bellwether Advisors
Nebraska
$7K – – –
EW
170
Evoke Wealth
California
$7K – – –
GAM
171
Gemmer Asset Management
California
$7K – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2.96K -60 -35%
AF
173
Advisornet Financial
Minnesota
$5K – – –
UB
174
UMB Bank
Missouri
$5K – – –
FAG
175
Fortitude Advisory Group
Washington
$3K – – –
5 6
7
8 9

KB Hedge Fund Activity: Q1 2022 in Review

185 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2022, worth a combined $1.05B — up 5.7% from $998M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KB positions and 23 closed out — a net gain of 12 holders — while 64 added to existing stakes and 56 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $13.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $9.53M.

  • 185 institutional investors held KB Financial Group (KB) as of Q1 2022, up from 175 in Q4 2021.
  • Funds reported $1.05B of KB Financial Group stock for Q1 2022, up 5.7% quarter-over-quarter.
  • 35 funds opened new KB Financial Group positions in Q1 2022 and 23 closed out, a net change of +12 holders.
  • The largest KB Financial Group buyer in Q1 2022 was Arrowstreet Capital, an estimated $13.8M added.
  • The largest KB Financial Group seller in Q1 2022 was Dimensional Fund Advisors, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2022.