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KB Financial Group
KB

205 hedge funds and large institutions have $985M invested in KB Financial Group in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $1.16M

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 59

12% more funds holding

Funds holding: 183 → 205 (+22)

3% more capital invested

Capital invested by funds: $961M → $985M (+$24M)

0.12% more ownership

Funds ownership: 5.78% → 5.9% (+0.12%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
205
Holders Change
+22
Holders Change %
+12.02%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
35
Increased
80
Reduced
59
Closed
11
Calls
$4.99M
Puts
$1.16M
Net Calls
+$3.83M
Net Calls Change
+$168K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.6M
2
AI
Ariel Investments
Illinois
+$14.5M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$7.42M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.06M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.14M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$39.7M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$14.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.39M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.78M
5
Franklin Resources
Franklin Resources
California
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
201
Abound Wealth Management
Tennessee
$1.45K -$162 -4 -10%
UB
202
UMB Bank
Missouri
$1.16K – – –
PS
203
Principal Securities
Iowa
$1.08K +$1.05K +26 New
SAM
204
Smartleaf Asset Management
Massachusetts
$586 +$567 +14 New
MHR
205
Matthew Hamilton Rosenberg
$83 – – –
TI
206
Trexquant Investment
Connecticut
– -$726K -17,655 Closed
II
207
Inspire Investing
Idaho
– -$643K -15,653 Closed
Deutsche Bank
208
Deutsche Bank
Germany
– -$279K -6,785 Closed
CHP
209
Cable Hill Partners
Oregon
– -$265K -6,437 Closed
OCBCO
210
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$262K -6,366 Closed
DTL
211
Dynamic Technology Lab
Singapore
– -$257K -6,258 Closed
PCM
212
Prelude Capital Management
New York
– -$256K -6,217 Closed
CCFCSB
213
Cape Cod Five Cents Savings Bank
Massachusetts
– -$236K -5,748 Closed
M&T Bank
214
M&T Bank
New York
– -$216K -5,243 Closed
LCM
215
Logan Capital Management
Pennsylvania
– -$7.69K -187 Closed
FHA
216
First Horizon Advisors
Tennessee
– -$1.07K -26 Closed
5 6 7 8
9

KB Hedge Fund Activity: Q4 2023 in Review

205 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q4 2023, worth a combined $985M — up 2.5% from $961M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KB positions and 11 closed out — a net gain of 24 holders — while 80 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.6M. The largest seller was Fisher Asset Management, cutting an estimated $39.7M.

  • 205 institutional investors held KB Financial Group (KB) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $985M of KB Financial Group stock for Q4 2023, up 2.5% quarter-over-quarter.
  • 35 funds opened new KB Financial Group positions in Q4 2023 and 11 closed out, a net change of +24 holders.
  • The largest KB Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $35.6M added.
  • The largest KB Financial Group seller in Q4 2023 was Fisher Asset Management, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2023.