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KB Financial Group
KB

228 hedge funds and large institutions have $1.16B invested in KB Financial Group in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,964% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $172K

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

18% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 76

2% more funds holding

Funds holding: 223 → 228 (+5)

0.69% less ownership

Funds ownership: 5.69% → 5% (-0.69%)

6% less capital invested

Capital invested by funds: $1.23B → $1.16B (-$72.2M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
90
Reduced
76
Closed
22
Calls
$3.55M
Puts
$172K
Net Calls
+$3.38M
Net Calls Change
+$72K

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
Capital International Investors
Capital International Investors
California
+$9.18M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$9.06M
5
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$7.34M

Top Sellers

1
TSAM
Trinity Street Asset Management
United Kingdom
-$87.7M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$48.2M
3
OAG
Orbis Allan Gray
Bermuda
-$8.5M
4
Goldman Sachs
Goldman Sachs
New York
-$8.41M
5
FFM
FengHe Fund Management
Singapore
-$6.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$154M -$1.89M -30,409 -1%
BlackRock
2
BlackRock
New York
$98.2M +$1.05M +16,949 +1%
Lazard Asset Management
3
Lazard Asset Management
New York
$92.5M -$247K -3,968 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$60M +$24.2K +390 +0%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$48.1M +$9.06M +145,861 +23%
Bank of America
6
Bank of America
North Carolina
$45.5M +$10.1M +162,311 +28%
TAM
7
Todd Asset Management
Kentucky
$43.6M +$3.21M +51,656 +8%
OAG
8
Orbis Allan Gray
Bermuda
$43.3M -$8.5M -136,743 -16%
American Century Companies
9
American Century Companies
Missouri
$36.1M +$4.54M +73,034 +14%
Capital International Investors
10
Capital International Investors
California
$29.8M +$9.18M +147,840 +45%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$26.3M +$3.5M +56,400 +15%
Vanguard Group
12
Vanguard Group
Pennsylvania
$25.3M -$564K -9,071 -2%
AI
13
Ariel Investments
Illinois
$18.6M -$98.3K -1,583 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.5M -$498K -8,013 -3%
Franklin Resources
15
Franklin Resources
California
$17.5M -$2.01M -32,277 -11%
TSAM
16
Trinity Street Asset Management
United Kingdom
$15.7M -$87.7M -1,411,148 -85%
Macquarie Group
17
Macquarie Group
Australia
$15.5M -$3.65M -58,681 -19%
RAM
18
Ramirez Asset Management
New York
$14.9M +$127K +2,037 +0.8%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$14.1M -$2.48M -39,979 -15%
Northern Trust
20
Northern Trust
Illinois
$13.7M +$722K +11,626 +6%
Marshall Wace
21
Marshall Wace
United Kingdom
$13.3M +$11.2M +180,268 +521%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$10.4M +$134K +2,153 +1%
Goldman Sachs
23
Goldman Sachs
New York
$10.4M -$8.41M -135,300 -45%
CCM
24
Cullen Capital Management
New York
$10.1M +$2.15M +34,672 +27%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$9.21M -$193K -3,111 -2%
1
2 3 4 5

KB Hedge Fund Activity: Q3 2024 in Review

228 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in KB Financial Group (KB) for Q3 2024, worth a combined $1.16B — down 5.8% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KB positions and 22 closed out — a net gain of 8 holders — while 90 added to existing stakes and 76 trimmed.

The largest buyer was Marshall Wace, adding an estimated $11.2M. The largest seller was Trinity Street Asset Management, cutting an estimated $87.7M.

  • 228 institutional investors held KB Financial Group (KB) as of Q3 2024, up from 223 in Q2 2024.
  • Funds reported $1.16B of KB Financial Group stock for Q3 2024, down 5.8% quarter-over-quarter.
  • 30 funds opened new KB Financial Group positions in Q3 2024 and 22 closed out, a net change of +8 holders.
  • The largest KB Financial Group buyer in Q3 2024 was Marshall Wace, an estimated $11.2M added.
  • The largest KB Financial Group seller in Q3 2024 was Trinity Street Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q3 2024.