We are live on ! Find out more
KB icon

KB Financial Group

183 hedge funds and large institutions have $961M invested in KB Financial Group in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $1.3M

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 175183 (+8)

3% more capital invested

Capital invested by funds: $929M → $961M (+$31.8M)

0.53% less ownership

Funds ownership: 6.31%5.78% (-0.53%)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
83
Reduced
45
Closed
12
Calls
$4.97M
Puts
$1.3M
Net Calls
+$3.66M
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$110M -$4.97M -125,455 -4%
TSAM
2
Trinity Street Asset Management
United Kingdom
$85.7M -$2.12M -53,437 -2%
BlackRock
3
BlackRock
New York
$74.2M -$25M -629,937 -26%
Lazard Asset Management
4
Lazard Asset Management
New York
$68.7M -$51.1M -1,289,319 -44%
Morgan Stanley
5
Morgan Stanley
New York
$48M +$1.95M +49,146 +4%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$46.5M -$210K -5,301 -0.5%
Fisher Asset Management
7
Fisher Asset Management
Washington
$41.5M +$8.04K +203 +0%
Royal London Asset Management
8
Royal London Asset Management
United Kingdom
$38.9M -$43.1M -1,087,059 -53%
OAG
9
Orbis Allan Gray
Bermuda
$34.9M
Franklin Resources
10
Franklin Resources
California
$24.7M -$92.6K -2,337 -0.4%
TAM
11
Todd Asset Management
Kentucky
$21.5M +$4.34M +109,468 +26%
Vanguard Group
12
Vanguard Group
Pennsylvania
$21.3M -$328K -8,277 -2%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.6M +$1.24M +31,281 +8%
American Century Companies
14
American Century Companies
Missouri
$16.1M +$1.34M +33,884 +9%
AllianceBernstein
15
AllianceBernstein
Tennessee
$15.3M -$2.17M -54,870 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15M +$2.47M +62,391 +21%
CGH
17
Crossmark Global Holdings
Texas
$14.4M +$5.35K +135 +0%
Macquarie Group
18
Macquarie Group
Australia
$12.7M
Marshall Wace
19
Marshall Wace
United Kingdom
$11.7M +$1.51M +38,027 +15%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$11.2M +$2.3M +58,000 +27%
Northern Trust
21
Northern Trust
Illinois
$10.5M +$131K +3,311 +1%
Goldman Sachs
22
Goldman Sachs
New York
$9.8M +$316K +7,981 +3%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$9.44M -$1.85M -46,613 -18%
RAM
24
Ramirez Asset Management
New York
$9.28M +$8.94M +225,694 New
Capital International Investors
25
Capital International Investors
California
$8.75M +$6.48M +163,550 +341%

KB Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2023, worth a combined $961M — up 3.4% from $929M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KB positions and 12 closed out — a net gain of 9 holders — while 83 added to existing stakes and 45 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $8.04M. The largest seller was Lazard Asset Management, cutting an estimated $51.1M.

  • 183 institutional investors held KB Financial Group (KB) as of Q3 2023, up from 175 in Q2 2023.
  • Funds reported $961M of KB Financial Group stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 21 funds opened new KB Financial Group positions in Q3 2023 and 12 closed out, a net change of +9 holders.
  • The largest KB Financial Group buyer in Q3 2023 was Russell Investments Group, an estimated $8.04M added.
  • The largest KB Financial Group seller in Q3 2023 was Lazard Asset Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q3 2023.