KB Financial Group
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.
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
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$7.27M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$6.16M |
| 3 |
Royal London Asset Management
United Kingdom
|
+$5.62M |
| 4 |
TSAM
Trinity Street Asset Management
London,
United Kingdom
|
+$3.53M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.09M |
Top Sellers
| 1 |
BlackRock
New York
|
-$9.75M |
| 2 |
RG
Renaissance Group
Covington,
Kentucky
|
-$6.48M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$6M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$5.68M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$4.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWP
176
Laurel Wealth Planning
Edina,
Minnesota
| – | -$9.39K | -243 | Closed |
|
|
MPCL
177
My Personal CFO LLC
Vancouver,
Washington
| – | -$6.26K | -162 | Closed |
|
178
First Manhattan
New York
| – | -$4.33K | -112 | Closed |
|
|
TWA
179
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1.93K | -50 | Closed |
|
|
NA
180
NewEdge Advisors
New Orleans,
Louisiana
| – | -$696 | -18 | Closed |
|
|
PPWM
181
PFG Private Wealth Management
Lutz,
Florida
| – | -$1K | -18 | Closed |
|
|
FHA
182
First Horizon Advisors
Memphis,
Tennessee
| – | -$656 | -17 | Closed |
|
|
MCC
183
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$232 | -6 | Closed |
|
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.