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KB Financial Group
KB

171 hedge funds and large institutions have $800M invested in KB Financial Group in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $719M → $800M (+$80.8M)

6% more funds holding

Funds holding: 161 → 171 (+10)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0.04% less ownership

Funds ownership: 5.81% → 5.76% (-0.04%)

96% less call options, than puts

Call options by funds: $297K | Put options by funds: $6.63M

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
60
Reduced
58
Closed
13
Calls
$297K
Puts
$6.63M
Net Calls
-$6.34M
Net Calls Change
-$6.62M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$20.4M
2
BlackRock
BlackRock
New York
+$12.2M
3
OAG
Orbis Allan Gray
Bermuda
+$4.32M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$3.66M
5
American Century Companies
American Century Companies
Missouri
+$2.98M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$19.4M
2
Bank of America
Bank of America
North Carolina
-$11.8M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$5.57M
4
Marshall Wace
Marshall Wace
United Kingdom
-$4.18M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
151
Laurel Wealth Planning
Minnesota
$9.39K – – –
BIA
152
Bell Investment Advisors
California
$9.24K -$541 -15 -6%
LCM
153
Logan Capital Management
Pennsylvania
$7.23K – – –
MPCL
154
My Personal CFO LLC
Washington
$6.26K +$5.85K +162 New
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$6.15K +$5.74K +159 New
IA
156
IFP Advisors
Florida
$6K -$6.71K -186 -71%
First Manhattan
157
First Manhattan
New York
$4.33K +$4.04K +112 New
GRP
158
Global Retirement Partners
California
$3.52K -$433 -12 -12%
JIR
159
James Investment Research
Ohio
$3K -$23.4K -649 -90%
FGAM
160
Financial Gravity Asset Management
Texas
$2.92K -$20.3K -561 -94%
SC
161
Schubert & Co
Texas
$2.86K -$5.74K -159 -68%
ASN
162
Advisory Services Network
Georgia
$2.86K +$2.67K +74 New
SWM
163
Spire Wealth Management
Virginia
$2K – – –
TSWM
164
Tyler-Stone Wealth Management
Ohio
$2K – – –
TWA
165
TCI Wealth Advisors
Arizona
$1.93K – – –
YAL
166
Your Advocates Ltd
Texas
$1.55K – – –
UB
167
UMB Bank
Missouri
$1K – – –
PPWM
168
PFG Private Wealth Management
Florida
$1K +$650 +18 New
NA
169
NewEdge Advisors
Louisiana
$696 +$650 +18 New
FHA
170
First Horizon Advisors
Tennessee
$656 -$1.41K -39 -70%
MCC
171
Money Concepts Capital
Florida
$232 +$217 +6 New
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
– -$2.57M -85,361 Closed
SSA
173
Schonfeld Strategic Advisors
New York
– -$1.14M -37,800 Closed
N
174
Nuveen
North Carolina
– -$938K -31,116 Closed
Voloridge Investment Management
175
Voloridge Investment Management
Florida
– -$770K -25,549 Closed
4 5 6
7
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KB Hedge Fund Activity: Q4 2022 in Review

171 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2022, worth a combined $800M — up 11% from $719M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new KB positions and 13 closed out — a net gain of 14 holders — while 60 added to existing stakes and 58 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $20.4M. The largest seller was Lazard Asset Management, cutting an estimated $19.4M.

  • 171 institutional investors held KB Financial Group (KB) as of Q4 2022, up from 161 in Q3 2022.
  • Funds reported $800M of KB Financial Group stock for Q4 2022, up 11% quarter-over-quarter.
  • 27 funds opened new KB Financial Group positions in Q4 2022 and 13 closed out, a net change of +14 holders.
  • The largest KB Financial Group buyer in Q4 2022 was Royal London Asset Management, an estimated $20.4M added.
  • The largest KB Financial Group seller in Q4 2022 was Lazard Asset Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2022.