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KB Financial Group

161 hedge funds and large institutions have $719M invested in KB Financial Group in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $4.18M | Put options by funds: $3.89M

7% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 60

0.53% more ownership

Funds ownership: 5.28%5.81% (+0.53%)

6% less funds holding

Funds holding: 171161 (-10)

12% less capital invested

Capital invested by funds: $813M → $719M (-$94.1M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
161
Holders Change
-10
Holders Change %
-5.85%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
64
Reduced
60
Closed
25
Calls
$4.18M
Puts
$3.89M
Net Calls
+$283K
Net Calls Change
-$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$92.6M -$430K -11,896 -0.4%
Lazard Asset Management
2
Lazard Asset Management
New York
$65.3M -$2.78M -76,817 -3%
TSAM
3
Trinity Street Asset Management
United Kingdom
$61.7M +$4.69M +129,643 +7%
BlackRock
4
BlackRock
New York
$50.8M +$7.06M +195,313 +13%
Royal London Asset Management
5
Royal London Asset Management
United Kingdom
$39.1M +$13.9M +384,698 +42%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$35.4M +$14.5M +401,013 +52%
Morgan Stanley
7
Morgan Stanley
New York
$30.5M +$3.41M +94,340 +10%
Fisher Asset Management
8
Fisher Asset Management
Washington
$30.4M +$36.4M +1,008,387 New
Franklin Resources
9
Franklin Resources
California
$22.6M -$1.13M -31,343 -4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$21.2M -$61.8K -1,710 -0.2%
OAG
11
Orbis Allan Gray
Bermuda
$17.7M +$1.17M +32,508 +6%
Vanguard Group
12
Vanguard Group
Pennsylvania
$17.7M -$6.88M -190,225 -25%
Bank of America
13
Bank of America
North Carolina
$17.3M -$2.14M -59,318 -9%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$16.1M +$11.2M +309,776 +229%
CGH
15
Crossmark Global Holdings
Texas
$9.77M +$9.6M +265,488 +452%
TAM
16
Todd Asset Management
Kentucky
$9.58M -$9M -248,901 -44%
Marshall Wace
17
Marshall Wace
United Kingdom
$9.53M +$11.4M +316,139 New
Macquarie Group
18
Macquarie Group
Australia
$9.34M
AR
19
Advisory Research
Illinois
$7.5M -$275K -7,602 -3%
Northern Trust
20
Northern Trust
Illinois
$7.43M +$165K +4,560 +2%
Fidelity International
21
Fidelity International
Bermuda
$7.01M -$785K -21,712 -9%
TWI
22
Thomas White International
Illinois
$6.46M -$588K -16,262 -7%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$5.95M -$247K -6,831 -3%
Goldman Sachs
24
Goldman Sachs
New York
$5.72M +$516K +14,275 +8%
Wells Fargo
25
Wells Fargo
California
$5.26M -$316K -8,755 -5%

KB Hedge Fund Activity: Q3 2022 in Review

161 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2022, worth a combined $719M — down 12% from $813M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of KB and 20 opened new positions — a net loss of 5 holders — while 60 trimmed existing stakes and 64 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $36.4M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $20.6M sold.

  • 161 institutional investors held KB Financial Group (KB) as of Q3 2022, down from 171 in Q2 2022.
  • Funds reported $719M of KB Financial Group stock for Q3 2022, down 12% quarter-over-quarter.
  • 20 funds opened new KB Financial Group positions in Q3 2022 and 25 closed out, a net change of -5 holders.
  • The largest KB Financial Group buyer in Q3 2022 was Fisher Asset Management, an estimated $36.4M added.
  • The largest KB Financial Group seller in Q3 2022 was Clark Capital Management Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2022.