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KB Financial Group
KB

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: 205 → 225 (+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: 3 → 2 (-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

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$7.57M
2
CCM
Cullen Capital Management
New York
+$5.51M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.96M
4
Polen Capital Management
Polen Capital Management
Florida
+$3.83M
5
Boston Partners
Boston Partners
Massachusetts
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.2M
2
CGH
Crossmark Global Holdings
Texas
-$13.5M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$9.94M
4
BlackRock
BlackRock
New York
-$6.36M
5
Marshall Wace
Marshall Wace
United Kingdom
-$6.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$136M -$379K -8,042 -0.3%
TSAM
2
Trinity Street Asset Management
United Kingdom
$114M +$2.13M +45,177 +2%
BlackRock
3
BlackRock
New York
$85.7M -$6.36M -134,838 -8%
Lazard Asset Management
4
Lazard Asset Management
New York
$80.6M -$3.6M -76,237 -5%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$56.1M -$1.06M -22,469 -2%
Morgan Stanley
6
Morgan Stanley
New York
$52.3M -$49.2M -1,041,595 -51%
Royal London Asset Management
7
Royal London Asset Management
United Kingdom
$47.9M -$9.94M -210,663 -19%
OAG
8
Orbis Allan Gray
Bermuda
$41.3M -$2.73M -57,761 -7%
TAM
9
Todd Asset Management
Kentucky
$33.9M +$2.78M +58,841 +10%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.7M +$7.57M +160,378 +34%
Vanguard Group
11
Vanguard Group
Pennsylvania
$26.8M -$133K -2,815 -0.5%
American Century Companies
12
American Century Companies
Missouri
$24.9M +$1.11M +23,460 +5%
Franklin Resources
13
Franklin Resources
California
$23.1M -$4.02M -85,187 -16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.4M -$297K -6,287 -2%
TRSOTSOK
15
Teachers Retirement System of the State of Kentucky
Kentucky
$19.3M +$3.02M +64,000 +21%
Macquarie Group
16
Macquarie Group
Australia
$19.2M +$2.82M +59,788 +19%
AI
17
Ariel Investments
Illinois
$16.6M -$1.82M -38,654 -11%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$13.4M +$2.95M +62,455 +32%
Capital International Investors
19
Capital International Investors
California
$13.3M +$909K +19,260 +8%
Northern Trust
20
Northern Trust
Illinois
$12.1M -$415K -8,793 -4%
RAM
21
Ramirez Asset Management
New York
$12M +$806K +17,080 +8%
Bank of America
22
Bank of America
North Carolina
$12M +$2.19M +46,476 +25%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$11.4M -$220K -4,665 -2%
AR
24
Advisory Research
Illinois
$9.94M +$2.27M +48,080 +34%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.02M -$55.4K -1,173 -0.7%
1
2 3 4 5

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.