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KB Financial Group

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

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

50% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $3.71M

19% more capital invested

Capital invested by funds: $985M → $1.18B (+$191M)

10% more funds holding

Funds holding: 205225 (+20)

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0.33% less ownership

Funds ownership: 5.9%5.57% (-0.33%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
225
Holders Change
+20
Holders Change %
+9.76%
% of All Funds
3.24%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SVB Wealth
Massachusetts
$324K +$12.7K +270 +5%
AWM
152
Aprio Wealth Management
Georgia
$324K +$48.6K +1,029 +20%
AGC
153
Aspen Grove Capital
Colorado
$317K -$16.6K -352 -6%
AllianceBernstein
154
AllianceBernstein
Tennessee
$316K -$754K -15,984 -72%
M&T Bank
155
M&T Bank
New York
$309K +$280K +5,931 New
SGA
156
Strategic Global Advisors
California
$305K +$277K +5,860 New
VFO
157
Virtus Family Office
Texas
$295K
CIM
158
Confluence Investment Management
Missouri
$287K +$28.9K +612 +12%
SCP
159
Sivia Capital Partners
California
$286K -$1.89K -40 -0.7%
LC
160
Lindbrook Capital
California
$278K +$23.6K +501 +10%
BHPW
161
Beverly Hills Private Wealth
California
$270K +$245K +5,184 New
FIM
162
Freedom Investment Management
Connecticut
$261K -$54.7K -1,159 -19%
BAMF
163
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$235K +4,985 New
CWM
164
Congress Wealth Management
Massachusetts
$247K +$224K +4,753 New
SCM
165
Shelton Capital Management
Colorado
$246K -$10.6K -225 -5%
SI
166
Seeds Investor
New York
$240K +$218K +4,613 New
AP
167
Adero Partners
California
$240K +$217K +4,609 New
OMC
168
Old Mission Capital
Illinois
$225K +$204K +4,330 New
OCBCO
169
Oversea-Chinese Banking Corp (OCBC)
Singapore
$220K +$199K +4,227 New
Allianz Asset Management
170
Allianz Asset Management
Germany
$216K +$196K +4,151 New
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$211K +$191K +4,048 New
RJFSA
172
Raymond James Financial Services Advisors
Florida
$210K -$97.3K -2,062 -34%
FAFN
173
First Affirmative Financial Network
Colorado
$209K +$190K +4,018 New
AWM
174
Avior Wealth Management
Nebraska
$205K +$184K +3,896 +9,276%
TRCT
175
Tower Research Capital (TRC)
New York
$186K +$2.64K +56 +2%

KB Hedge Fund Activity: Q1 2024 in Review

225 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q1 2024, worth a combined $1.18B — up 19% from $985M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KB positions and 14 closed out — a net gain of 23 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $7.57M. The largest seller was Morgan Stanley, cutting an estimated $49.2M.

  • 225 institutional investors held KB Financial Group (KB) as of Q1 2024, up from 205 in Q4 2023.
  • Funds reported $1.18B of KB Financial Group stock for Q1 2024, up 19% quarter-over-quarter.
  • 37 funds opened new KB Financial Group positions in Q1 2024 and 14 closed out, a net change of +23 holders.
  • The largest KB Financial Group buyer in Q1 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $7.57M added.
  • The largest KB Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2024.