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KB Financial Group
KB

Overview Fund Activity

175 hedge funds and large institutions have $929M invested in KB Financial Group in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
59
Reduced
56
Closed
11
Calls
$3.62M
Puts
$55K
Net Calls
+$3.56M
Net Calls Change
+$1.52M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$108M
2
BlackRock
BlackRock
New York
$88.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$8.96M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$8.39M
2
AllianceBernstein
AllianceBernstein
Tennessee
$15.6M
3
Bank of America
Bank of America
North Carolina
$6.75M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$102M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Paradigm Asset Management
New York
$14.6K – – –
BIA
152
Bell Investment Advisors
California
$10.2K +$5.1K +140 +99%
EBA
153
Eagle Bay Advisors
New York
$10.2K – – –
BFEC
154
Benjamin F. Edwards & Company
Missouri
$10K – – –
JWM
155
Janiczek Wealth Management
Colorado
$9.9K +$1.75K +48 +21%
Deutsche Bank
156
Deutsche Bank
Germany
$7.43K +$7.43K +204 New
LCM
157
Logan Capital Management
Pennsylvania
$6.81K – – –
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$5.79K – – –
SSB
159
Sandy Spring Bank
Maryland
$3.2K +$3.2K +88 New
CAM
160
ClariVest Asset Management
California
$3K – – –
HCP
161
Hexagon Capital Partners
Arkansas
$2.99K +$218 +6 +8%
FGAM
162
Financial Gravity Asset Management
Texas
$2.15K – – –
SWM
163
Spire Wealth Management
Virginia
$2.11K – – –
TSWM
164
Tyler-Stone Wealth Management
Ohio
$2K +$2K +42 New
BWM
165
Baystate Wealth Management
Massachusetts
$1.95K – – –
AWM
166
Avior Wealth Management
Nebraska
$1.82K +$1.82K +50 New
GI
167
Gradient Investments
Minnesota
$1.57K +$1.57K +43 New
YAL
168
Your Advocates Ltd
Texas
$1.46K – – –
AWM
169
Abound Wealth Management
Tennessee
$1.42K +$1.42K +39 New
IA
170
IFP Advisors
Florida
$1.38K – – –
HI
171
Harbour Investments
Wisconsin
$1.31K +$1.31K +36 New
GRP
172
Global Retirement Partners
California
$1.27K – – –
UB
173
UMB Bank
Missouri
$1.02K – – –
CQS
174
Credential Qtrade Securities
$1.02K +$1.02K +28 New
MHR
175
Matthew Hamilton Rosenberg
$73 +$73 +2 New
4 5 6
7
8