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KB Financial Group
KB

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

281% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $728K

37% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 49

5% more capital invested

Capital invested by funds: $800M → $843M (+$42.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.14% less ownership

Funds ownership: 5.76% → 5.63% (-0.14%)

8% less funds holding

Funds holding: 171 → 158 (-13)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
2.52%
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

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$7.27M
2
OAG
Orbis Allan Gray
Bermuda
+$6.16M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$5.62M
4
TSAM
Trinity Street Asset Management
United Kingdom
+$3.53M
5
Bank of America
Bank of America
North Carolina
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.75M
2
RG
Renaissance Group
Kentucky
-$6.48M
3
Franklin Resources
Franklin Resources
California
-$6M
4
AR
Advisory Research
Illinois
-$5.68M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
151
Cullen/Frost Bankers
Texas
$2.48K +$2.81K +68 New
SWM
152
Spire Wealth Management
Virginia
$2.11K – – –
BWM
153
Baystate Wealth Management
Massachusetts
$1.93K +$2.19K +53 New
IA
154
IFP Advisors
Florida
$1.86K -$1.53K -37 -49%
TPCW
155
TD Private Client Wealth
New York
$1.82K -$24K -581 -92%
YAL
156
Your Advocates Ltd
Texas
$1.46K – – –
GRP
157
Global Retirement Partners
California
$1.26K -$2.31K -56 -62%
UB
158
UMB Bank
Missouri
$1.02K – – –
RG
159
Renaissance Group
Kentucky
– -$6.48M -167,671 Closed
LWAM
160
Legacy Wealth Asset Management
Minnesota
– -$1.13M -29,329 Closed
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
– -$757K -18,732 Closed
Millennium Management
162
Millennium Management
New York
– -$694K -17,954 Closed
Deutsche Bank
163
Deutsche Bank
Germany
– -$591K -15,296 Closed
QCM
164
Quantinno Capital Management
New York
– -$519K -13,414 Closed
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
– -$405K -10,487 Closed
SGA
166
Strategic Global Advisors
California
– -$369K -9,551 Closed
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
– -$340K -8,791 Closed
AG
168
AIA Group
Hong Kong
– -$321K -8,314 Closed
Citadel Advisors
169
Citadel Advisors
Florida
– -$309K -7,493 Closed
BWP
170
BSW Wealth Partners
Colorado
– -$251K -6,500 Closed
BCI
171
Brinker Capital Investments
Pennsylvania
– -$239K -6,186 Closed
EAM
172
Eagle Asset Management
Florida
– -$214K -5,538 Closed
RJA
173
Raymond James & Associates
Florida
– -$202K -5,217 Closed
ACM
174
Aquatic Capital Management
Illinois
– -$93K -2,400 Closed
AssetMark Inc
175
AssetMark Inc
California
– -$21.3K -551 Closed
4 5 6
7
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KB Hedge Fund Activity: Q1 2023 in Review

158 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2023, worth a combined $843M — up 5.4% from $800M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KB and 15 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 67 added.

The largest buyer was Goldman Sachs, adding an estimated $7.27M. The largest seller was BlackRock, cutting an estimated $9.75M.

  • 158 institutional investors held KB Financial Group (KB) as of Q1 2023, down from 171 in Q4 2022.
  • Funds reported $843M of KB Financial Group stock for Q1 2023, up 5.4% quarter-over-quarter.
  • 15 funds opened new KB Financial Group positions in Q1 2023 and 25 closed out, a net change of -10 holders.
  • The largest KB Financial Group buyer in Q1 2023 was Goldman Sachs, an estimated $7.27M added.
  • The largest KB Financial Group seller in Q1 2023 was BlackRock, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2023.