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KCAC.U

Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock,

Delisted

KCAC.U was delisted on the 1st of October, 2021.

43 hedge funds and large institutions have $90.6M invested in Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% less funds holding

Funds holding: 8443 (-41)

50% less capital invested

Capital invested by funds: $182M → $90.6M (-$91.5M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

87% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-41
Holders Change %
-48.81%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
6
Reduced
17
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$30.2M -$1M -95,160 -3%
SIG
2
Senator Investment Group
New York
$10.4M
JGC
3
J. Goldman & Co
New York
$4.61M -$2.16M -205,763 -32%
SRCM
4
Sage Rock Capital Management
New York
$4.02M -$790K -75,144 -16%
Stifel Financial
5
Stifel Financial
Missouri
$4M +$376K +35,790 +10%
KC
6
Kepos Capital
New York
$3.9M -$11.8M -1,125,000 -75%
SIC
7
Salem Investment Counselors
North Carolina
$3.01M +$1.34M +127,140 +78%
TAL
8
TIG Advisors LLC
New York
$2.91M -$26.8K -2,548 -0.9%
WCMNY
9
Westchester Capital Management (New York)
New York
$2.69M +$613K +58,255 +29%
Jane Street
10
Jane Street
New York
$2.27M -$338K -32,140 -13%
PSAMP
11
P. Schoenfeld Asset Management (PSAM)
New York
$2.08M
SBLIC
12
Security Benefit Life Insurance Company
Kansas
$1.91M +$1.93M +183,252 New
FTUS
13
Flow Traders U.S.
New York
$1.81M +$1.84M +174,521 New
Axa
14
Axa
France
$1.57M
Truist Financial
15
Truist Financial
North Carolina
$1.23M +$1.26M +120,190 New
VVP
16
Venture Visionary Partners
Ohio
$1.14M
Citadel Advisors
17
Citadel Advisors
Florida
$1.11M +$68.6K +6,523 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$1.04M
CCM
20
Corsair Capital Management
New York
$1.02M -$3.95K -376 -0.4%
MAM
21
Myriad Asset Management
Hong Kong
$796K
MS
22
Maven Securities
Jersey
$780K
RCM
23
Ratan Capital Management
Florida
$780K
HF
24
HRT Financial
New York
$779K -$2.1K -200 -0.3%
VF
25
Virtu Financial
New York
$750K +$759K +72,148 New

KCAC.U Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, (KCAC.U) for Q2 2021, worth a combined $90.6M — down 50% from $182M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of KCAC.U and 6 opened new positions — a net loss of 40 holders — while 17 trimmed existing stakes and 6 added.

The largest buyer was Glazer Capital LLC, adding an estimated $2.12M. The largest seller was Kepos Capital, cutting an estimated $11.8M.

  • 43 institutional investors held Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, (KCAC.U) as of Q2 2021, down from 84 in Q1 2021.
  • Funds reported $90.6M of Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, stock for Q2 2021, down 50% quarter-over-quarter.
  • 6 funds opened new Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, positions in Q2 2021 and 46 closed out, a net change of -40 holders.
  • The largest Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, buyer in Q2 2021 was Glazer Capital LLC, an estimated $2.12M added.
  • The largest Kensington Capital Acquisition Corp. II Units, each consisting of one share of Class A common stock, seller in Q2 2021 was Kepos Capital, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2021.