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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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
201
Farther Finance Advisors
California
$17.4K -$7.2K -142 -29%
BFPW
202
BOK Financial Private Wealth
Colorado
$16K – – –
EBA
203
Eagle Bay Advisors
New York
$14.8K -$5.11K -96 -26%
BIA
204
Bell Investment Advisors
California
$14.1K -$104 -2 -0.7%
HI
205
Harbour Investments
Wisconsin
$11.8K -$1.15K -22 -9%
AT
206
Arlington Trust
Alabama
$5.83K – – –
IA
207
IFP Advisors
Florida
$5.36K +$3.39K +65 +171%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$5.02K +$5.02K +99 New
AF
209
Advisornet Financial
Minnesota
$5K – – –
WTC
210
WhitTier Trust Company
Nevada
$4.95K +$1.87K +36 +61%
CA
211
Clearstead Advisors
Ohio
$4.9K – – –
CAM
212
ClariVest Asset Management
California
$4.58K – – –
UB
213
UMB Bank
Missouri
$4.11K +$2.66K +51 +182%
Russell Investments Group
214
Russell Investments Group
United Kingdom
$3.75K – – –
FFC
215
First Financial Corp
Indiana
$3.33K +$3.33K +64 New
SWM
216
Spire Wealth Management
Virginia
$3.02K – – –
AA
217
Ancora Advisors
Ohio
$2.66K +$2.66K +51 New
GRP
218
Global Retirement Partners
California
$2.6K – – –
TSWM
219
Tyler-Stone Wealth Management
Ohio
$2.19K – – –
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$2.14K +$2.14K +41 New
PS
221
Principal Securities
Iowa
$1.67K +$312 +6 +23%
AWM
222
Abound Wealth Management
Tennessee
$1.41K -$417 -8 -23%
FGAM
223
Financial Gravity Asset Management
Texas
$1.29K -$979 -19 -43%
SAM
224
Smartleaf Asset Management
Massachusetts
$720 – – –
MG
225
Mather Group
Illinois
$290 +$290 +7 New
6 7 8
9
10