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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
FFA
201
Farther Finance Advisors
California
$17.4K -$6.7K -142 -29%
BFPW
202
BOK Financial Private Wealth
Colorado
$16K
EBA
203
Eagle Bay Advisors
New York
$14.8K -$4.53K -96 -26%
BIA
204
Bell Investment Advisors
California
$14.1K -$94 -2 -0.7%
HI
205
Harbour Investments
Wisconsin
$11.8K -$1.04K -22 -9%
AT
206
Arlington Trust
Alabama
$5.83K
IA
207
IFP Advisors
Florida
$5.36K +$3.07K +65 +171%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$5.02K +$4.67K +99 New
AF
209
Advisornet Financial
Minnesota
$5K
WTC
210
WhitTier Trust Company
Nevada
$4.95K +$1.7K +36 +61%
CA
211
Clearstead Advisors
Ohio
$4.9K
CAM
212
ClariVest Asset Management
California
$4.58K
UB
213
UMB Bank
Missouri
$4.11K +$2.41K +51 +182%
Russell Investments Group
214
Russell Investments Group
United Kingdom
$3.75K
FFC
215
First Financial Corp
Indiana
$3.33K +$3.02K +64 New
SWM
216
Spire Wealth Management
Virginia
$3.02K
AA
217
Ancora Advisors
Ohio
$2.66K +$2.41K +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
$2.13K +$1.94K +41 New
PS
221
Principal Securities
Iowa
$1.67K +$283 +6 +23%
AWM
222
Abound Wealth Management
Tennessee
$1.41K -$378 -8 -23%
FGAM
223
Financial Gravity Asset Management
Texas
$1.29K -$897 -19 -43%
SAM
224
Smartleaf Asset Management
Massachusetts
$720
MG
225
Mather Group
Illinois
$290 +$330 +7 New

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.