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KB Financial Group
KB

Overview Fund Activity

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.

Holders
225
Holders Change
+20
Holders Change %
+9.76%
% of All Funds
3.26%
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

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.7M
2
SAG
2
SageView Advisory Group
California
$7.36M
3
CCM
3
Cullen Capital Management
New York
$6.07M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.59M
5
Polen Capital Management
5
Polen Capital Management
Florida
$4.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.3M
2
CGH
2
Crossmark Global Holdings
Texas
$2M
3
Royal London Asset Management
3
Royal London Asset Management
United Kingdom
$47.9M
4
BlackRock
4
BlackRock
New York
$85.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SVB Wealth
Massachusetts
$324K +$14.1K +270 +5%
AWM
152
Aprio Wealth Management
Georgia
$324K +$53.6K +1,029 +20%
AGC
153
Aspen Grove Capital
Colorado
$317K -$18.9K -352 -6%
AllianceBernstein
154
AllianceBernstein
Tennessee
$316K -$832K -15,984 -72%
M&T Bank
155
M&T Bank
New York
$309K +$309K +5,931 New
SGA
156
Strategic Global Advisors
California
$305K +$305K +5,860 New
VFO
157
Virtus Family Office
Texas
$295K – – –
CIM
158
Confluence Investment Management
Missouri
$287K +$31.9K +612 +12%
SCP
159
Sivia Capital Partners
California
$286K -$2.08K -40 -0.7%
LC
160
Lindbrook Capital
California
$278K +$26.1K +501 +10%
BHPW
161
Beverly Hills Private Wealth
California
$270K +$270K +5,184 New
FIM
162
Freedom Investment Management
Connecticut
$261K -$60.4K -1,159 -19%
BAMF
163
BI Asset Management Fondsmaeglerselskab
Denmark
$260K +$260K +4,985 New
CWM
164
Congress Wealth Management
Massachusetts
$247K +$247K +4,753 New
SCM
165
Shelton Capital Management
Colorado
$246K -$11.7K -225 -5%
SI
166
Seeds Investor
New York
$240K +$240K +4,613 New
AP
167
Adero Partners
California
$240K +$240K +4,609 New
OMC
168
Old Mission Capital
Illinois
$225K +$225K +4,330 New
OCBCO
169
Oversea-Chinese Banking Corp (OCBC)
Singapore
$220K +$220K +4,227 New
Allianz Asset Management
170
Allianz Asset Management
Germany
$216K +$216K +4,151 New
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$211K +$211K +4,048 New
RJFSA
172
Raymond James Financial Services Advisors
Florida
$210K -$107K -2,062 -34%
FAFN
173
First Affirmative Financial Network
Colorado
$209K +$209K +4,018 New
AWM
174
Avior Wealth Management
Nebraska
$205K +$203K +3,896 +9,276%
TRCT
175
Tower Research Capital (TRC)
New York
$186K +$2.92K +56 +2%
5 6
7
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