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KF

Korea Fund

21 hedge funds and large institutions have $76.5M invested in Korea Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $73.2M → $76.5M (+$3.29M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.61% less ownership

Funds ownership: 70.31%69.69% (-0.61%)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$37.4M -$564K -24,875 -1%
Lazard Asset Management
2
Lazard Asset Management
New York
$15.9M -$555K -24,461 -3%
1CP
3
1607 Capital Partners
Virginia
$10.1M -$103K -4,549 -1%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$8.78M -$19.7K -869 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$1.2M +$508K +22,394 +70%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$622K
SCM
7
Saba Capital Management
New York
$577K -$140K -6,160 -19%
SO
8
STRS Ohio
Ohio
$536K
SFS
9
Shaker Financial Services
Virginia
$287K +$45.4K +2,000 +18%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$230K
LPL Financial
11
LPL Financial
California
$221K +$229K +10,075 New
CL
12
CSS LLC
Illinois
$216K
MC
13
Matisse Capital
Oregon
$213K
Bank of America
14
Bank of America
North Carolina
$114K -$123K -5,406 -51%
WAM
15
Wolverine Asset Management
Illinois
$67.9K +$70.2K +3,093 New
Wells Fargo
16
Wells Fargo
California
$29.3K
CFFP
17
Center for Financial Planning
Michigan
$11K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$6.99K +$680 +30 +10%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$5.76K +$5.94K +262 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4.63K
UBS Group
21
UBS Group
Switzerland
$3.29K -$13.5K -593 -80%
USCWA
22
U.S. Capital Wealth Advisors
Texas
-$14.2K -680 Closed
UB
23
UMB Bank
Missouri
-$11K -541 Closed
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
-$7K -348 Closed

KF Hedge Fund Activity: Q1 2023 in Review

21 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Korea Fund (KF) for Q1 2023, worth a combined $76.5M — up 4.5% from $73.2M a quarter earlier.

Fund positioning in KF was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $508K. The largest seller was City of London Investment Management, cutting an estimated $564K.

  • 21 institutional investors held Korea Fund (KF) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $76.5M of Korea Fund stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 3 funds opened new Korea Fund positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest Korea Fund buyer in Q1 2023 was Morgan Stanley, an estimated $508K added.
  • The largest Korea Fund seller in Q1 2023 was City of London Investment Management, an estimated $564K sold.

Based on aggregated 13F filings for Q1 2023.